Hedge Fund Database

CONTINENTAL INVESTORS SERVICES, INC.

Adviser information for CONTINENTAL INVESTORS SERVICES, INC. last updated from Form ADV on December 7th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End JUNE
Legal Location Washington, United States

Employees

Total Number of Employees 16
Investment Advisory/Research 9
Registered Broker-Dealer Representatives 16
Registered State Investment Advisers 9
Licensed Agents of an Insurance Company 4
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 656 $152.1M
Non-Discretionary 0 $0
Total 656 $152.1M

Clients

Type Number RAUM
Individuals 653 $147.4M
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $4.7M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 656
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPORTFOLIO MANAGEMENT FOR NON-PROFIT ORGANIZATIONS
Compensation % of AUMCommissions
Other Business Activities Broker-dealer

Identifiers

SEC RIA File Number 801-122737
SEC ERA File Number 801-122737
SEC CIK Numbers 883634
SEC CRD Numbers 29775
Legal Entity Identifier None

Principal Office

1330 BROADWAY ST.
LONGVIEW
WA
United States
Monday - Friday, 8:00 A.M.- 5:00 P.M.
Tel: 360-423-5110, Fax: 360-423-6311

Websites

www.cisinvest.com

Chief Compliance Officer

MAX KAMP
CHIEF COMPLIANCE OFFICER
1330 BROADWAY ST.
LONGVIEW
WA
United States
Tel: 3604235110
Fax: 360-423-6311
(Full email address available in API data)

Regulatory Contact

MICHELLE ELO
CFO
1330 BROADWAY ST
LONGVIEW
WA
United States
Tel: 360-423-5110
Fax: 360-423-6311
(Full email address available in API data)

Industry Affiliates

NORTHWEST FINANCIAL SERVICES Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
KAMP, MAX BRYAN Individual – PRESIDENT, CEO/DIRECTOR,CCO 06/2013 50-75%
TREMBLEY, BETTY JANE Individual – SHAREHOLDER 12/1993 25-50%
ELO, MICHELLE FRANCIS Individual – CHIEF FINANCIAL OFFICER 01/2023 < 5%

No. Employees, Historic

20100202120222023202416 on 10/21/202116 on 10/21/202116 on 10/26/202116 on 11/5/202116 on 12/21/202116 on 1/4/202216 on 1/4/202216 on 1/4/202216 on 6/14/202216 on 9/15/202216 on 9/21/202216 on 9/21/202216 on 1/9/202316 on 1/19/202316 on 4/21/202316 on 9/25/202316 on 10/18/202316 on 12/7/2023

RAUM, Historic

200M100M02021202220232024100339933 on 10/21/2021100339933 on 10/21/2021100339933 on 10/26/2021100339933 on 11/5/2021100339933 on 12/21/2021113113346 on 1/4/2022113113346 on 1/4/2022113113346 on 1/4/2022113113346 on 6/14/2022113113346 on 9/15/202298540328 on 9/21/202298540328 on 9/21/202298540328 on 1/9/2023112245390 on 1/19/2023112245390 on 4/21/2023152080000 on 9/25/2023152080000 on 10/18/2023152080000 on 12/7/2023

No. Clients, Historic

80040002021202220232024553 on 10/21/2021553 on 10/21/2021553 on 10/26/2021553 on 11/5/2021555 on 12/21/2021671 on 1/4/2022671 on 1/4/2022671 on 1/4/2022671 on 6/14/2022671 on 9/15/2022731 on 9/21/2022731 on 9/21/2022731 on 1/9/2023738 on 1/19/2023738 on 4/21/2023656 on 9/25/2023656 on 10/18/2023656 on 12/7/2023

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ASML HOLDING N V N Y REGISTRY SHS 288K 282 –
ABBVIE INC COM 349K 2K –
ALIGN TECHNOLOGY INC COM 216K 894 –
ALPHABET INC CAP STK CL C 286K 2K –
ALPHABET INC CAP STK CL A 786K 4K –
AMAZON COM INC COM 826K 4K –
APPLE INC COM 2M 7K –
APPLIED MATLS INC COM 249K 1K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 840K 2K –
CSX CORP COM 209K 6K –
CANADIAN PACIFIC KANSAS CITY COM 499K 6K –
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 859K 26K –
CHENIERE ENERGY INC COM NEW 391K 2K –
CHEVRON CORP NEW COM 241K 2K –
COSTCO WHSL CORP NEW COM 1M 2K –
DOLBY LABORATORIES INC COM CL A 207K 3K –
IDEXX LABS INC COM 533K 1K –
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 408K 29K –
INTUITIVE SURGICAL INC COM NEW 218K 489 –
INVESCO EXCH TRADED FD TR II SR LN ETF 705K 34K –
ISHARES TR CORE S&P500 ETF 2M 4K –
ISHARES TR CORE US AGGBD ET 3M 30K –
ISHARES TR CORE S&P MCP ETF 1M 21K –
ISHARES TR ISHARES SEMICDTR 401K 2K –
ISHARES TR FLTG RATE NT ETF 392K 8K –
ISHARES TR CORE MSCI TOTAL 380K 6K –
ISHARES TR CORE MSCI EAFE 536K 7K –
ISHARES TR CORE DIV GRWTH 401K 7K –
MASTERCARD INCORPORATED CL A 446K 1K –
MICROSOFT CORP COM 1M 3K –
NETFLIX INC COM 925K 1K –
NORDSON CORP COM 284K 1K –
NOVO-NORDISK A S ADR 320K 2K –
NVIDIA CORPORATION COM 845K 7K –
SPDR S&P 500 ETF TR TR UNIT 268K 493 –
SPDR SER TR S&P BIOTECH 217K 2K –
SPDR SER TR BLOOMBERG HIGH Y 285K 3K –
SPDR SER TR PORTFOLIO S&P600 612K 15K –
SCHWAB STRATEGIC TR US MID-CAP ETF 450K 6K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 237K 9K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 217K 3K –
STARBUCKS CORP COM 252K 3K –
STRYKER CORPORATION COM 311K 913 –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 358K 2K –
TESLA INC COM 2M 11K –
TEXAS PACIFIC LAND CORPORATI COM 648K 882 –
VANGUARD STAR FDS VG TL INTL STK F 2M 26K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 2M 27K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 1M 22K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 2M 42K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 426K 7K –
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 231K 5K –
VANGUARD INDEX FDS S&P 500 ETF SHS 233K 465 –
VANGUARD INDEX FDS GROWTH ETF 484K 1K –
VANGUARD INDEX FDS VALUE ETF 425K 3K –
VANGUARD INDEX FDS SMALL CP ETF 396K 2K –
VANGUARD INDEX FDS TOTAL STK MKT 3M 10K –
WABTEC COM 231K 1K –
XYLEM INC COM 250K 2K –
ZACKS TRUST EARNGS CONSTANT 2M 70K –
ZACKS TRUST SMALL/MID CAP 671K 22K –