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Continuum Advisory, LLC

● SEC registered since 2016CRD 283155SEC# 801-107439Eagle, ID
Export (members)
Reg. AUM
$1.91B
Employees
66
Accounts
3,461
Location
Eagle, ID

Continuum Advisory, LLC assets under management

Continuum Advisory, LLC is a registered investment adviser overseen by the SEC based in Eagle, ID. The firm has been registered since 2016. It reports $1.9 billion in regulatory assets under management and employs 66 people.

Continuum Advisory, LLC owners & executives

5 reported
NameTitleOwnershipSince
Alina Lee Santiago ControlChief Compliance OfficerUnder 5%2020
Brian James Damiani ControlMember And Chief Investment Officer25-50%2016
George Chuwang ChuangPresidentUnder 5%2023
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Frequently asked questions

How much does Continuum Advisory, LLC manage?

Continuum Advisory, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.

How many employees does Continuum Advisory, LLC have?

Continuum Advisory, LLC reports 66 employees.

Where is Continuum Advisory, LLC located?

Continuum Advisory, LLC is based in Eagle, ID and has been SEC-registered since 2016.

Does Continuum Advisory, LLC disclose fund performance?

Continuum Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address873 E. State Street, Eagle, ID 83616
Phone2084171933
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1846532
Discloses disciplinary historyNo

Regulatory AUM

$1.91B▲ 35%
Mar '25 — $1.42BApr '25 — $1.42BMay '25 — $1.42BJun '25 — $1.42BJul '25 — $1.42BAug '25 — $1.42BSep '25 — $1.42BOct '25 — $1.42BNov '25 — $1.42BDec '25 — $1.42BJan '26 — $1.42BFeb '26 — $1.42BMar '26 — $1.91BApr '26 — $1.91BMay '26 — $1.91BJun '26 — $1.91B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers

Assets under management

$1.91Bregulatory AUM
Discretionary $1.89BNon-discretionary $14.7M