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Continental Investors Services, Inc.

Continental Investors Services, Inc.. CRD 29775

C

CRD: 29775

Continental Investors Services, Inc.

Longview, WA, 98632
3604235110
www.cisinvest.com
$196.8M Total AUM
$196.8M Disc. AUM
20.8% 3Y CAGR
14 Employees
1,292 ADV. Clients
34 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Hilltop Securities
Clients
Retail and Institutional
Platforms
Foundation
Established Date
04-21-1992
Office Locations
3

Office Locations

1330 Broadway Street P.o. BOX 1717 Longview WA
200 John Frank Ward Blvd Mcdonough GA
822 Blaine St. Caldwell ID

About Continental Investors Services, Inc.

Continental Investors Services, Inc. is a Washington-based independent broker-dealer and multi-state RIA with 30+ affiliated representatives and branch offices nationwide. The firm supports fixed income and equity investing and works with municipal issuers and retirement plans. Member FINRA/SIPC, with custody/clearing relationships including Charles Schwab and Hilltop Securities.

Team overview

54 AVG AGE
$24.6M AVG AUM / ADVISOR
$152.3K AVG AUM / CLIENT
13.3 yrs AVG TENURE
14 Employees
8 Advisory Reps
8 RIA Reps
34yrs Firm Age

Insights

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Asset Classes

Summit

Client Personas

Value

Custodian

Unison fusion

Investment Themes

Quantum catalyst

Investment Vehicles

Harbor alpha

Platform

Peak bridge North

Services

Horizon ridge Vector momentum Meridian Harbor oak

Technology

Value

Owner & Executives

M

MAX BRYAN KAMP

Chief Compliance Officer, Chief Executive Officer, DIRECTOR, President

CRD
#838249
Ownership
50% but less than 75%
(887) 337-4471
vital.optima@capitalcapital.com
in linkedin.com/in/alpha-harbor
B

BETTY JANE TREMBLEY

Registered Representative

CRD
#736205
Ownership
25% but less than 50%
(748) 839-2488
pathway.signal@valuecapital.com
in linkedin.com/in/unison-horizon
O

Optima signal

Alpha horizon

CRD
#34249
Ownership
13.5%
(447) 412-1534
radial.value@primecapital.com
in linkedin.com/in/zenith-eagle

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Contacts

M

MATTHEW DONALD BRASSFIELD

Registered Representative

CRD
#5472128
(514) 669-1694
pathway.insight@harborcapital.com
in linkedin.com/in/element-meridian
S

SHANLYNN K CORY

--

CRD
#5864691
(402) 350-2276
glacier.foundation@meridiancapital.com
in linkedin.com/in/atlas-signal
V

Value unison

Beacon frontier value

CRD
#57947
(500) 249-3798
foundation.north@catalystcapital.com
in linkedin.com/in/harbor-element

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-21-2022
12-07-2023
09-27-2024
12-01-2025
05-28-2026
Category Assets AVG. Account size
Discretionary $196,792,432 $325,277
Non-Discretionary $0 --
Total $196,792,432 $325,277

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Separately Managed Accounts

Total SMA Asset: $196,792,432

$196.8M Total SMA
Public Funds:
20.5%
Municipal Bonds:
16.2%
Equity - Exchange:
29.3%
Cash:
11.4%
Corporate - Investment Grade:
22.6%
Asset class Assets Assets %
Public Funds $1,687,152,069 20.5%
Municipal Bonds $1,333,261,635 16.2%
Equity - Exchange $2,411,392,957 29.3%
Cash $938,221,151 11.4%
Corporate - Investment Grade $1,859,982,281 22.6%
Total $8,230,010,093 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
CATALYST TIMBER EMBER OAK 46EACPPK6 SLDIG 11.51% $90,077,886
UNISON NORTH CREST ZENITH CAPITAL CMS3XF48A KSW 8.37% $84,094,569
UNISON RADIAL HORIZON VERTEX 3KUF7MP7J SBWLX 2.91% $23,134,103
PRIME UNISON GLACIER PRIME BEACON CDMXTZE8F XHZDP 9.15% $4,531,718
PEAK QUANTUM PRIME MERIDIAN 1DAZCCCEH QEA 7.81% $52,185,966
TIMBER LEGACY UNISON NORTH TIMBER VTK396U0A VDQF 11.87% $75,074,871
NORTH INSIGHT FOUNDATION EAGLE GLACIER 5T9JX4F9N BXYHC 11.54% $61,138,868
FUSION EAGLE PIONEER FOUNDATION HARBOR GZ9EUO798 DIEQL 10.09% $76,379,533

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