Investment adviser · CRD 29775
CONTINENTAL INVESTORS SERVICES, INC.
Investment adviser filing (IA)
LONGVIEW, WA, United States · Form ADV filed Sep 24, 2026
- Regulatory AUM
- $232M Form ADV · Item 5.F
- Client accounts
- 824 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 824 | $231,851,196 | 100.0% |
| Charities | 3 | Not reported | Not reported |
Filing source
Form ADV 2134705 · Sep 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 24, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Commissions
Principal office
1330 BROADWAY ST.LONGVIEW, WA, 98632, United States
CRD 29775
Filing source
Form ADV 2134705 · Sep 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.