CRD: 29775
Continental Investors Services, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Hilltop Securities
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-21-1992
- Office Locations
- 3
Office Locations
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.
Reported data analysis
What the numbers show
Between December 1, 2025 and September 24, 2026, reported AUM increased 17.8%, from $196.8M to $231.9M.
Across 5 reported observations, AUM increased 135.3% between September 21, 2022 and September 24, 2026, from $98.5M to $231.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 1,651 clients, or 206.4 clients per representative. That equates to $140.4K in reported AUM per client.
The profile lists 3 reported office locations and 34 years in operation. The source data was last updated on September 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Continental Investors Services, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Continental Investors Services, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MAX BRYAN KAMP
Chief Compliance Officer, Chief Executive Officer, DIRECTOR, President
- CRD
- #838249
- Ownership
- 50% but less than 75%
BETTY JANE TREMBLEY
Registered Representative
- CRD
- #736205
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
MATTHEW DONALD BRASSFIELD
Registered Representative
- CRD
- #5472128
SHANLYNN K CORY
--
- CRD
- #5864691
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $231,851,196 | $281,373 |
| Non-Discretionary | $0 | -- |
| Total | $231,851,196 | $281,373 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Continental Investors Services, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Continental Investors Services, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.