# Contrary Investment Advisors

> Contrary Investment Advisors is a state-registered investment advisory firm in Arlington, VA, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 12, 2026.

- CRD: 154958
- Filed as: CONTRARY INVESTMENT ADVISORS
- Legal name: Contrary Investment Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Arlington, VA
- Filing period: October 2026
- Form ADV filing dated: September 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154958
- AdvisorCensus page: https://advisorcensus.com/firm/contrary-investment-advisors-arlington-va-154958

## Quick answers

**How is Contrary Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Contrary Investment Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Contrary Investment Advisors located?**
Contrary Investment Advisors' principal office is in Arlington, VA, according to its Form ADV.

**Is Contrary Investment Advisors registered with the SEC or a state?**
Contrary Investment Advisors is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 154958.

**How much does Contrary Investment Advisors manage?**
Contrary Investment Advisors reports $104,041,782 in regulatory assets under management in its Form ADV filing dated September 12, 2026 (100% discretionary).

**What types of clients does Contrary Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38); high net worth individuals (34); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Does Contrary Investment Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154958

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $104,041,782
- Discretionary: $104,041,782
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $16,734,952 |
| High net worth individuals | 34 | $80,137,183 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $106,246 |
| Charitable organizations | 1 | $7,063,401 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, FL, MD, NC, NJ, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @dansimonds

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Contrary Investment Advisors (CRD 154958): Form ADV filing data as of October 2026.
