Continuous Capital, LLC is an investment adviser to an investment company based in Irving. It manages $2.8 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Texas.
Continuous Capital provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Continuous Capital, LLC is $2.8 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Continuous Capital, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Continuous Capital is investment companies with 1 clients and $2.8 million of assets under management. Among the 0 most similar advisory firms, Continuous Capital has the 0th lowest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $2.8 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Continuous Capital doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 13 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Continuous Capital, LLC performs its advisory services is located at 220 E. Las Colinas Blvd., Irving, TX 75039 5500, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 817-391-6100. The normal business hours are 8:15 am - 5:00 pm on Monday - Friday.