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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
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.
Reported data analysis
What the numbers show
Between March 11, 2011 and May 8, 2012, reported AUM decreased 6.4%, from $49.8M to $46.6M.
Of the latest reported AUM, 40.4% is discretionary and 59.6% is non-discretionary.
The firm reports 1 advisory representatives and 26 clients, or 26 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on February 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
HAROLD JAMES PERKINS
Chief Compliance Officer, Managing Member
- CRD
- #1219540
- Ownership
- 75% or more
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| 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
SMA allocation detail is available
Continuum Financial, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.