CONTINENTAL INVESTORS SERVICES, INC.

CRD

29775

SEC file #

801-122737

EIN

911543805

DBA names

—

Economics

AUM

$196.8M

AUM band

$100M-$500M

AUM trajectory

'22 · $113.1M

'23 · $98.5M

'25 · $169.9M

'26 · $196.8M

'22'26

$113.1M → $196.8M▲ +74%

sec adv history

Client mix

Individuals Other	602
Charitable Organizations	3

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'22 · 8 advisors

'23 · 8 advisors

'25 · 8 advisors

'26 · 8 advisors

'22'26

8 advisors → 8 advisors▬ 0%

sec adv history

Primary office

LONGVIEW WA

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Portfolio mgmt — individualsOther Advisory Services

Fee basis

% of AUMCommissions

Filings

Latest ADV filing

12/01/2025

ADV-W filed at

—

Website

cisinvest.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

KAMP, MAX BRYAN

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

KAMP, MAX BRYAN

TREMBLEY, BETTY JANE

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

CISINVEST.COM

Rdap Domain Creation Date

1999-08-12T18:38:34Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

4,469

Form 5500 Compensation Trajectory 3y

2025

4,469

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

4,469

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0000883634

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2002-08-22

Edgar Last Filing Date

2026-05-15

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-15

Accession0001754960-26-000389

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.201

Soi Zip Pct 200k Plus

0.0369

Soi Zip Returns 200k Plus

840

Soi Zip Total AGI

1,594,464

Fdic Zip Total Deposits

17,258,087,000

Fdic Zip Branch Count

323

Fdic Zip Top Banks

The Cowlitz Bank

Bank of America, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Edgar Addresses

Mailing

P.O. BOX 888LONGVIEW, WA 98632-7552

Business

1330 BROADWAY STREETLONGVIEW, WA 98632-7552

Edgar EIN

911543805

Edgar Recent Filings

13F-HR2026-05-15 · 0001754960-26-000389

13F-HR2026-02-23 · 0001754960-26-000190

Fdic Zip Branches Raw

Key Bank of WashingtonLongview, WA

U.S. Bank of Washington, National AssociationLongview, WA

Fdic Zip HHI

958.89

Fdic Zip Top Bank Share Pct

17.63

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2026-08-12T18:38:21Z

Rdap Domain Last Changed

2021-06-13T07:50:12Z

Rdap Nameservers

Ns1.cascadenetworks.comNs2.cascadenetworks.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	77,346
Returns	5,940

Stub 2

AGI	212,213
Returns	5,730

Stub 3

AGI	243,906
Returns	3,960

Soi Zip Total Business Income

28,327

Soi Zip Total Cap Gains

61,008

Soi Zip Total Dividends

21,099

Soi Zip Total Returns

22,790

Top Owner CRD

838249

Trust Company Affiliate