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- Custodian
- Betterment · Charles Schwab & Company · State Street · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 19, 2025 and March 30, 2026, reported AUM increased 34.6%, from $1.4B to $1.9B.
Across 5 reported observations, AUM increased 132.6% between December 13, 2022 and March 30, 2026, from $820.1M to $1.9B.
Of the latest reported AUM, 99.2% is discretionary and 0.8% is non-discretionary.
The firm reports 32 advisory representatives and 6,922 clients, or 216.3 clients per representative. That equates to $275.6K in reported AUM per client.
The profile lists 25 reported office locations and 10 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Continuum Advisory, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 39 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
SMA allocation detail is available
Continuum Advisory, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Continuum Advisory, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.