Data / Investment advisers / Washington / Continental Investors Services, Inc.
Continental Investors Services, Inc., Longview, WA: $232 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Continental Investors Services, Inc. is an SEC registered investment adviser with its main office in Longview, Washington and reports $232 million in regulatory assets under management in its Form ADV filed September 24, 2026. Its clients include individuals and charitable organizations. It is paid through a percentage of assets under management and commissions.
The request: Watch Continental Investors Services, Inc. (CRD number 29775): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 29775
- SEC file number
- 801-122737
- SEC status
- Approved, effective November 22, 2021
- Main office
- 1330 Broadway St., Longview, WA 98632
- Phone
- (360) 423-5110
- Website
- cisinvest.com
- Regulatory AUM
- $231,851,196 in the Form ADV filed September 24, 2026
- Discretionary AUM
- $231,851,196
- Accounts
- 824
- Employees
- 14, of which 8 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, commissions
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- September 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 824 | $231.9 million |
| Charitable organizations | 3 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $231.9 million | September 24, 2026 |
| January 2, 2026 | $196.8 million | December 1, 2025 |
| December 1, 2025 | $169.9 million | September 29, 2025 |
Other advisers in Washington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Capstone RIA | Bellingham | $241.1 million | Not listed | adviserinfo.sec.gov |
| Barker Wealth Management, LLC | Camas | $240.6 million | Not listed | adviserinfo.sec.gov |
| Investors Portfolio Services LLC | Puyallup | $238.8 million | Not listed | adviserinfo.sec.gov |
| Fort Vancouver Investment Management, LLC | Vancouver | $237.1 million | Not listed | adviserinfo.sec.gov |
| Helium Advisors LLC | Vancouver | $233.8 million | 1 | adviserinfo.sec.gov |
| Cascade Wealth Advisors, Inc | Wenatchee | $228.1 million | Not listed | adviserinfo.sec.gov |
| Gevers Wealth Management | Issaquah | $223.7 million | Not listed | adviserinfo.sec.gov |
| Mangan Wealth Management | Seattle | $222 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Washington
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving charitable organizations
- Continental Investors Services, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.