Continuum Advisory, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 283155
· SEC file 801-107439
· Eagle, ID
· WWW.CLARKSTREETFINANCIAL.COM
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 3,461
- Avg AUM / client
- $551K
- Accounts
- 3,461
- Employees
- 66
AUM over time
$0
$1.9B
Dec 2015
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,442 | $512M | 26.8% |
| High net worth individuals | 902 | $1.3B | 68.1% |
| Pension and profit sharing plans | 47 | $29.2M | 1.53% |
| Charitable organizations | 30 | $9.5M | 0.5% |
| Corporations and other businesses | 40 | $57.4M | 3.01% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Providence Of Maryland, Inc. 401(k) Retirement Plan Providence Of Maryland, Inc. | 2024 | |
| Veeva Systems Inc. 401(k) Plan Veeva Systems Inc. | 2024 | |
| Acuity International Retirement Plan Acuity International, Llc | 2024 | |
| Kelly Generator & Equipment, Inc. Profit Sharing Plan Kelly Generator & Equipment, Inc. | 2024 | |
| Ferguson Trenching Co. , Inc. 401(k) Plan Ferguson Trenching Co., Inc. | 2024 | |
| Conversica, Inc. 401(k) Plan Conversica, Inc. | 2024 |
People (38)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian James Damiani | Member And Chief Investment Officer | CFP | Mar 2016 (10y) | 25% – 50% |
| Michael Andrew Kelly | Member And Chief Operations Officer | Mar 2016 (10y) | 25% – 50% | |
| Timothy Shea Kerrigan | Member And Chief Financial Officer | Mar 2016 (10y) | 25% – 50% | |
| Alina Lee Santiago | Chief Compliance Officer | Feb 2018 (8y) | Less than 5% | |
| George Chuwang Chuang | President | CFA | Jan 2023 (4y) | Less than 5% |
| Michael Andrew Kelly | Registered representative | Apr 2016 (10y) | ||
| Jonathan Craig Sullivan | Registered representative | CFP CFA | Apr 2016 (10y) | |
| Andrew Geist Eakin | Registered representative | Chartered Financial Consultant | Aug 2016 (10y) | |
| Jacqueline Marie Lakocy | Registered representative | CFP | Aug 2016 (10y) | |
| Mark Charles Allen | Registered representative | CFP | Aug 2016 (10y) | |
| Kari Jo Thomann Bear | Registered representative | CFP | Oct 2016 (10y) | |
| Simon F Keogh | Registered representative | Dec 2017 (9y) | ||
| Shanley Rassler Campbell | Registered representative | CFP Chartered Financial Consultant | Jan 2018 (9y) | |
| Howard Jay Levine | Registered representative | Feb 2018 (8y) | ||
| Nicholas Anthony Lentini | Registered representative | Apr 2018 (8y) | ||
| Lancer Stacy Cuddy | Registered representative | Apr 2020 (6y) | ||
| Shannen Shantel Ingram | Registered representative | Jan 2021 (6y) | ||
| Teresa Louise Yragui | Registered representative | Jun 2021 (5y) | ||
| Jacob Ward Coleman | Registered representative | Oct 2021 (5y) | ||
| Zachary Lee Furshman | Registered representative | Oct 2021 (5y) | ||
| Scott Toshio Nishimura | Registered representative | Feb 2022 (4y) | ||
| Christopher M Maxey | Registered representative | Nov 2022 (4y) | ||
| Shawn Clark | Registered representative | Jan 2023 (4y) | ||
| Adam Leslie Saumweber | Registered representative | Apr 2023 (3y) | ||
| Bryan Ross Wasserman | Registered representative | Jun 2023 (3y) | ||
| Ruth Miller | Registered representative | Sep 2023 (3y) | ||
| Andrew Davis Kelly | Registered representative | CFP | Nov 2023 (3y) | |
| Jonathan Ryan Warner | Registered representative | Jan 2024 (3y) | ||
| Donny Jordan Hopoi | Registered representative | Apr 2024 (2y) | ||
| Nicolette May Seilus | Registered representative | CFP | Apr 2024 (2y) | |
| Brandon Levine | Registered representative | CFP | Jun 2024 (2y) | |
| Daniel Copenhagen | Registered representative | Sep 2024 (2y) | ||
| Brandon Everett Jones | Registered representative | Jan 2025 (2y) | ||
| Steven Blair Mccartin | Registered representative | CFP Chartered Financial Consultant | Feb 2025 (1y) | |
| Matthew Thomas Mills | Registered representative | Oct 2025 (1y) | ||
| Cullen Henley | Registered representative | Apr 2026 (0y) | ||
| Deepa Gibbons | Registered representative | Apr 2026 (0y) | ||
| Joanna Nineen Amberger | Registered representative | CFP | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Providence Of Maryland, Inc. 401(k) Retirement Plan | Providence Of Maryland, Inc. | 0 | $0 | 07/01/2024 |
| Veeva Systems Inc. 401(k) Plan | Veeva Systems Inc. | 3,977 | $461M | 01/01/2024 |
| Acuity International Retirement Plan | Acuity International, Llc | 1,554 | $117M | 01/01/2024 |
| Kelly Generator & Equipment, Inc. Profit Sharing Plan | Kelly Generator & Equipment, Inc. | 82 | $9.9M | 01/01/2024 |
| Ferguson Trenching Co. , Inc. 401(k) Plan | Ferguson Trenching Co., Inc. | 218 | $7.2M | 01/01/2024 |
| Conversica, Inc. 401(k) Plan | Conversica, Inc. | 80 | $16.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $377M (20% of AUM) Mar 2026
- Mtg, Llc $1.5M (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗