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- Custodian
- Betterment · Charles Schwab & Company · State Street · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-30-2016
- Office Locations
- 25
Office Locations
About Continuum Advisory, LLC
Continuum Advisory is a wealth management platform built by advisors for advisors, providing investment management technology, integrated CRM/planning/investment workflows, and marketing/consulting resources to help independent advisors grow. Portfolios emphasize ETFs and public funds, and the firm fosters an advisor community including an annual summit. Recognized by USA Today and Statista as a 2023 Best Financial Advisory Firm.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRIAN JAMES DAMIANI
Advisor, Chief Investment Officer
- CRD
- #4184673
- Ownership
- 25% but less than 50%
MICHAEL ANDREW KELLY
Chief Operations Officer, Financial Advisor, General Partner
- CRD
- #4135452
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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MARK CHARLES ALLEN
Certified Financial Planner
- CRD
- #5287073
JOANNA NINEEN AMBERGER
Financial Advisor
- CRD
- #5390258
Showing 2 of 38 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,893,270,619 | $566,169 |
| Non-Discretionary | $14,669,722 | $125,382 |
| Total | $1,907,940,341 | $551,269 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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