CONTINUUM ADVISORY, LLC
CRD #283155 SEC #801-107439 EAGLE, ID 2084171933
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
69
Clients
11
Accounts
2,852
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.4B | $1.4B | $16.6M | 69 | 2,852 |
| Mar 2025 | $1.4B | $1.4B | $16.6M | 69 | 2,852 |
| Jun 2024 | $1.3B | $1.3B | $0 | 66 | 2,953 |
| Mar 2024 | $1.3B | $1.3B | $0 | 66 | 2,953 |
| Sep 2023 | $1B | $1B | $10.3K | 67 | 2,045 |
| Mar 2023 | $1B | $1B | $10.3K | 67 | 2,045 |
| Dec 2022 | $820.1M | $820.1M | $36.3K | 61 | 1,158 |
| Mar 2022 | $820.1M | $820.1M | $36.3K | 61 | 1,158 |
| Dec 2021 | $566M | $550.9M | $15.1M | 61 | 1,158 |
| Sep 2021 | $566M | $550.9M | $15.1M | 61 | 1,158 |
| May 2021 | $566M | $550.9M | $15.1M | 61 | 1,158 |
| Mar 2021 | $566M | $550.9M | $15.1M | 61 | 1,158 |
| Nov 2020 | $510.9M | $506.9M | $4M | 48 | 1,158 |
| Sep 2020 | $510.9M | $506.9M | $4M | 48 | 1,158 |
| Jun 2020 | $510.9M | $506.9M | $4M | 48 | 1,158 |
| Mar 2020 | $510.9M | $506.9M | $4M | 48 | 1,158 |
| Sep 2019 | $412.1M | $412.1M | $0 | 42 | 60 |
| May 2019 | $412.1M | $412.1M | $0 | 42 | 60 |
| Mar 2019 | $412.1M | $412.1M | $0 | 42 | 60 |
| Aug 2018 | $357.7M | $357.7M | $0 | 18 | 31 |
| Apr 2018 | $357.7M | $357.7M | $0 | 29 | 31 |
| Mar 2018 | $357.7M | $357.7M | $0 | 29 | 31 |
| Feb 2018 | $190.8M | $178.6M | $12.3M | 29 | 31 |
| Dec 2017 | $190.8M | $178.6M | $12.3M | 29 | 31 |
| Mar 2017 | $190.8M | $178.6M | $12.3M | 29 | 700 |
| Feb 2017 | $115.5M | $115.5M | $0 | 6 | 667 |
| Dec 2016 | $115.5M | $115.5M | $0 | 6 | 667 |
| Oct 2016 | $115.5M | $115.5M | $0 | 6 | 667 |
| Sep 2016 | $115.5M | $115.5M | $0 | 6 | 667 |
| Sep 2016 | $115.5M | $115.5M | $0 | 6 | 667 |
| Aug 2016 | $115.5M | $115.5M | $0 | 6 | 667 |
| Apr 2016 | $0 | $0 | $0 | 6 | 0 |
| Apr 2016 | $0 | $0 | $0 | 6 | 0 |
| Mar 2016 | $0 | $0 | $0 | 6 | 0 |
DateSep 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$16.6M
Employees69
Clients2,852
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$16.6M
Employees69
Clients2,852
DateJun 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees66
Clients2,953
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees66
Clients2,953
DateSep 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$10.3K
Employees67
Clients2,045
DateMar 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$10.3K
Employees67
Clients2,045
DateDec 2022
Total AUM$820.1M
Discretionary$820.1M
Non-Disc.$36.3K
Employees61
Clients1,158
DateMar 2022
Total AUM$820.1M
Discretionary$820.1M
Non-Disc.$36.3K
Employees61
Clients1,158
DateDec 2021
Total AUM$566M
Discretionary$550.9M
Non-Disc.$15.1M
Employees61
Clients1,158
DateSep 2021
Total AUM$566M
Discretionary$550.9M
Non-Disc.$15.1M
Employees61
Clients1,158
DateMay 2021
Total AUM$566M
Discretionary$550.9M
Non-Disc.$15.1M
Employees61
Clients1,158
DateMar 2021
Total AUM$566M
Discretionary$550.9M
Non-Disc.$15.1M
Employees61
Clients1,158
DateNov 2020
Total AUM$510.9M
Discretionary$506.9M
Non-Disc.$4M
Employees48
Clients1,158
DateSep 2020
Total AUM$510.9M
Discretionary$506.9M
Non-Disc.$4M
Employees48
Clients1,158
DateJun 2020
Total AUM$510.9M
Discretionary$506.9M
Non-Disc.$4M
Employees48
Clients1,158
DateMar 2020
Total AUM$510.9M
Discretionary$506.9M
Non-Disc.$4M
Employees48
Clients1,158
DateSep 2019
Total AUM$412.1M
Discretionary$412.1M
Non-Disc.$0
Employees42
Clients60
DateMay 2019
Total AUM$412.1M
Discretionary$412.1M
Non-Disc.$0
Employees42
Clients60
DateMar 2019
Total AUM$412.1M
Discretionary$412.1M
Non-Disc.$0
Employees42
Clients60
DateAug 2018
Total AUM$357.7M
Discretionary$357.7M
Non-Disc.$0
Employees18
Clients31
DateApr 2018
Total AUM$357.7M
Discretionary$357.7M
Non-Disc.$0
Employees29
Clients31
DateMar 2018
Total AUM$357.7M
Discretionary$357.7M
Non-Disc.$0
Employees29
Clients31
DateFeb 2018
Total AUM$190.8M
Discretionary$178.6M
Non-Disc.$12.3M
Employees29
Clients31
DateDec 2017
Total AUM$190.8M
Discretionary$178.6M
Non-Disc.$12.3M
Employees29
Clients31
DateMar 2017
Total AUM$190.8M
Discretionary$178.6M
Non-Disc.$12.3M
Employees29
Clients700
DateFeb 2017
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees6
Clients667
DateDec 2016
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees6
Clients667
DateOct 2016
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees6
Clients667
DateSep 2016
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees6
Clients667
DateSep 2016
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees6
Clients667
DateAug 2016
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees6
Clients667
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0