CONTINUUM ADVISORY, LLC
SEC RegisteredNo Mountain is Insurmountable If You Use the Right Approach
About the firm
Clark Street Financial is an independently owned and operated boutique financial planning firm that combines the attentiveness of a boutique firm with the depth and resources of a multinational financial services firm. The firm takes a values-based approach to serving business owners and high net worth families and individuals, emphasizing comprehensive solutions that support clients' life goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, business wealth building, personal wealth protection and expansion, and investment guidance for retirement and long-term financial goals
Who they serve
Business owners and high net worth families and individuals
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,442 | $512M |
| High Net Worth Individuals | 902 | $1.3B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 47 | $29M |
| State/Municipal Entities | 30 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
3,461 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
39 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CONTINUUM ADVISORY, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.