CA
CONTINUUM ADVISORY, LLC
SEC RegisteredEAGLE, IDhttps://clarkstreetfinancial.com2084171933
Assets Under Management
$1B–$5B
Employees
66
Office Locations
14 offices
Total Accounts
3461
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| 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
Brian James Damiani
MEMBER
Timothy Shea Kerrigan
MEMBER AND CHIEF FINANCIAL OFFICER
Michael Andrew Kelly
MEMBER
Jonathan Craig Sullivan
CHIEF COMPLIANCE OFFICER
Office locations
14 offices in 10 states
ID
EAGLEHQ
CA
FOLSOM
AR
BENTONVILLE
HI
HONOLULU
MD
ANNAPOLIS
PA
PHILADELPHIA
CA
SANTA CLARITA
CA
SONORA
FL
TAMPA
AZ
PHOENIX
CA
DANVILLE
VT
STOWE
MO
LIBERTY
Advisors at this firm
19 advisors in the directory
Mark Charles Allen
Investment Adviser Representative
Joanna Nineen Amberger
Investment Adviser Representative
George Chuwang Chuang
Investment Adviser Representative
Shawn Clark
Investment Adviser Representative
Daniel Copenhagen
Investment Adviser Representative
Andrew Geist Eakin
Investment Adviser Representative
Deepa Gibbons
Investment Adviser Representative
Shannen Shantel Ingram
Investment Adviser Representative
Andrew Davis Kelly
Investment Adviser Representative
Michael Andrew Kelly
Investment Adviser Representative
Michael Andrew Kelly
Investment Adviser Representative
Jacqueline Marie Lakocy
Investment Adviser Representative
Nicholas Anthony Lentini
Investment Adviser Representative
Brandon Levine
Investment Adviser Representative
Christopher M Maxey
Investment Adviser Representative
Matthew Thomas Mills
Investment Adviser Representative
Scott Toshio Nishimura
Investment Adviser Representative
Alina Lee Santiago
Investment Adviser Representative
Adam Leslie Saumweber
Investment Adviser Representative
Regulatory & compliance
CRD number
#283155
SEC Number
801-107439
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
clarkstreetfinancial.comPhone
2084171933Find an advisor that fits
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Editorial disclosure
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.