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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CONTINENTAL INVESTORS SERVICES, INC.

CRD 29775

LONGVIEW, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cdb799bd-d779-bc83-8dbe-279e092fbbff

Data as of Jul 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 4
On other graphs: 0
Observed: Oct 21, 2021 to Jul 7, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=14.0
Regulatory AUM: $197MItem 5.F on the latest filing (2026-07-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $197M
Private client RAUM: $191MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $21.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 8
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 605
Individual clients: 602
High net worth clients: 0
SEC number: 801-122737
CRD: 29775
Filings on the tape: 28
First filed: Oct 21, 2021
Latest filed: Jul 7, 2026
Organised: Corporation, WA
Website: cisinvest.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MAX BRYAN KAMP	n/a	LONGVIEW, WA	13	35	n/a	yes
BETTY JANE TREMBLEY	n/a	LONGVIEW, WA	13	34	n/a	yes
DANIEL MARTIN WELLS	n/a	CALDWELL, ID	12	26	1	yes
AILI M WILD	n/a	LONGVIEW, WA	8	20	n/a	yes
MICHELLE FRANCIS ELO	n/a	LONGVIEW, WA	7	31	n/a	yes
DARYL KIM MILLER	n/a	LONGVIEW, WA \| Renton, WA	7	26	3	yes
ROBERT LINCOLN NASH	n/a	LONGVIEW, WA \| Dallas, CA	5	42	2	yes
MATTHEW DONALD BRASSFIELD	n/a	CALDWELL, ID	3	18	n/a	yes
SLATER GABRIEL HEIM	n/a	CALDWELL, ID	0	11	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ELO, MICHELLE FRANCIS	CHIEF FINANCIAL OFFICER	Na	yes	01/2023	Jan 19, 2023	Sep 27, 2024
KAMP, MAX BRYAN	PRESIDENT, CEO/DIRECTOR,CCO	D	yes	06/2013	Oct 21, 2021	Sep 27, 2024
TREMBLEY, BETTY JANE	Shareholder	C	no	12/1993	Oct 21, 2021	Sep 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DBA NORTHWEST FINANCIAL SERVICES	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Caldwell	Id	United States	3	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Sep 27, 2024	$170M	$170M	14	8	1	n/a	n/a
2023	Sep 25, 2023	$152M	$152M	16	9	1	n/a	n/a
2022	Sep 21, 2022	$98.5M	$98.5M	16	8	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$197M	$152M	29.4%	n/a	n/a	14	16	1	1

Relationships

Registered with (11)

← SLATER GABRIEL HEIMAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← MATTHEW DONALD BRASSFIELDAdvisorregistration: current employment
Mar 29, 2023 to presentfactForm ADV
← ROBERT LINCOLN NASHAdvisorregistration: current employment
Oct 15, 2020 to presentfactForm ADV
← DARYL KIM MILLERAdvisorregistration: current employment
Feb 7, 2019 to presentfactForm ADV
← MICHELLE FRANCIS ELOAdvisorregistration: current employment
Dec 11, 2018 to presentfactForm ADV
← AILI M WILDAdvisorregistration: current employment
Jun 12, 2018 to presentfactForm ADV
← DANIEL MARTIN WELLSAdvisorregistration: previous registration
Mar 30, 2001 to Nov 29, 2007factForm ADV
← BETTY JANE TREMBLEYAdvisorregistration: current employment
Jan 3, 2013 to presentfactForm ADV
← MAX BRYAN KAMPAdvisorregistration: current employment
Nov 20, 2012 to presentfactForm ADV
← Jill Dawn HitchcockAdvisorregistration: previous registration
May 18, 2016 to May 31, 2024factForm ADV
← KELSE SHILENE PURIAdvisorregistration: previous registration
Aug 3, 2021 to Aug 11, 2021factForm ADV

Controls (2)

← ELO, MICHELLE FRANCISOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jan 19, 2023 to Sep 27, 2024factForm ADV
← KAMP, MAX BRYANOwnerPRESIDENT, CEO/DIRECTOR,CCO, ownership code D, individual
Oct 21, 2021 to Sep 27, 2024factForm ADV

Owns (1)

← TREMBLEY, BETTY JANEOwnerSHAREHOLDER, ownership code C, individual
Oct 21, 2021 to Sep 27, 2024factForm ADV

Dated events

Occurred
May 31, 2024
Advisor changed firm
Jill Dawn Hitchcock left Continental Investors Services, Inc. for Edward Jones (registered 2024-05-31)
Form ADVobserved 5 days ago
Occurred
Jan 19, 2023
Control person joined
Michelle Francis Elo (Chief Financial Officer) appeared on Schedule A of Continental Investors Services, Inc.
Form ADVobserved 5 days ago
Occurred
Jan 19, 2023
Control person left
Debra Anne Millard (Chief Financial Officer) no longer on Schedule A of Continental Investors Services, Inc. (listed 2023-01-09, absent 2023-01-19)
Form ADVobserved 5 days ago
Occurred
Oct 21, 2021
First Form ADV filing
Continental Investors Services, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cdb799bd-d779-bc83-8dbe-279e092fbbff
First observed: Oct 21, 2021
Last observed: Jul 7, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CONTINENTAL INVESTORS SERVICES, INC.

CRD 29775

LONGVIEW, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cdb799bd-d779-bc83-8dbe-279e092fbbff

Data as of Jul 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:49 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MAX BRYAN KAMP

n/a

LONGVIEW, WA

n/a

yes

BETTY JANE TREMBLEY

n/a

LONGVIEW, WA

n/a

yes

DANIEL MARTIN WELLS

n/a

CALDWELL, ID

yes

AILI M WILD

n/a

LONGVIEW, WA

n/a

yes

MICHELLE FRANCIS ELO

n/a

LONGVIEW, WA

n/a

yes

DARYL KIM MILLER

n/a

LONGVIEW, WA | Renton, WA

yes

ROBERT LINCOLN NASH

n/a

LONGVIEW, WA | Dallas, CA

yes

MATTHEW DONALD BRASSFIELD

n/a

CALDWELL, ID

n/a

yes

SLATER GABRIEL HEIM

n/a

CALDWELL, ID

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ELO, MICHELLE FRANCIS

CHIEF FINANCIAL OFFICER

yes

01/2023

Jan 19, 2023

Sep 27, 2024

KAMP, MAX BRYAN

PRESIDENT, CEO/DIRECTOR,CCO

yes

06/2013

Oct 21, 2021

Sep 27, 2024

TREMBLEY, BETTY JANE

Shareholder

12/1993

Oct 21, 2021

Sep 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DBA NORTHWEST FINANCIAL SERVICES

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Caldwell

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Sep 27, 2024

$170M

n/a

2023

Sep 25, 2023

$152M

n/a

2022

Sep 21, 2022

$98.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$197M

$152M

29.4%

n/a