$49.9M Total AUM
$28.2M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-17-2009
- Office Locations
- 1
Office Locations
-- Granite Falls NC
About Continuum Financial, LLC
Continuum Financial, LLC provides in-house investment management paired with retirement-focused financial planning for individuals, plus ERISA-based 401(k) plan consulting and fiduciary support for company plan officials. Portfolios are actively managed with securities selected in-house across stocks, bonds, and other instruments. The firm is independent and fee-only, accepting no commissions.
Team overview
-- AVG AGE
$49.9M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
16.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Ember pathway Pathway pathway
Custodian
Pioneer insight
Investment Themes
Unison
Investment Vehicles
Vertex
Services
Radial horizon Signal momentum Atlas focus
Owner & Executives
H
HAROLD JAMES PERKINS
Chief Compliance Officer, Managing Member
- CRD
- #1219540
- Ownership
- 75% or more
(733) 675-2314
meridian.vector@focuscapital.com
in linkedin.com/in/catalyst-capital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,238,569 | $281,267 |
| Non-Discretionary | $21,699,321 | $13,896,052 |
| Total | $49,937,890 | $675,898 |
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Separately Managed Accounts
Total SMA Asset: $49,937,890
Public Funds:
28.3% Equity - Exchange:
22.1% U.S. Government/Agency:
16.9% Corporate - Investment Grade:
26.5% Cash:
6.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,545,388,128 | 28.3% |
| Equity - Exchange | $1,987,741,259 | 22.1% |
| U.S. Government/Agency | $1,520,037,433 | 16.9% |
| Corporate - Investment Grade | $2,383,490,650 | 26.5% |
| Cash | $557,646,870 | 6.2% |
| Total | $8,994,304,340 | 100.0% |