AdvisorCensus / Financial advisors / Massachusetts / Boston / Contravisory Investment Management, Inc.
Contravisory Investment Management, Inc.
Filed as CONTRAVISORY INVESTMENT MANAGEMENT, INC.
Contravisory Investment Management, Inc. is an SEC-registered investment advisory firm in Norwell, MA, registered since 1973, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 11, 2026.
Quick answers
From the filingHow is Contravisory Investment Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Contravisory Investment Management, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
What does Contravisory Investment Management, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated March 16, 2026 states: Up to $1,000,000: 1.2% a year; $1,000,000 to $2,000,000: 1% a year; Above $2,000,000: 0.8% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Contravisory Investment Management, Inc. located?
Contravisory Investment Management, Inc.'s principal office is in Norwell, MA, according to its Form ADV.
Is Contravisory Investment Management, Inc. registered with the SEC or a state?
Contravisory Investment Management, Inc. is an SEC-registered investment advisory firm, registered since 1973. Status as filed: Approved. CRD 109767.
How much does Contravisory Investment Management, Inc. manage?
Contravisory Investment Management, Inc. reports $701,722,949 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (91% discretionary).
How have Contravisory Investment Management, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Contravisory Investment Management, Inc.: Regulatory assets under management: $470,066,344 in the October 2021 data and $701,722,949 in the October 2026 data, up 49%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Contravisory Investment Management, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (139); high net worth individuals (88); pension and profit sharing plans (but not the plan participants or government pension plans) (5).
Which custodians does Contravisory Investment Management, Inc. use?
Contravisory Investment Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Contravisory Investment Management, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109767
What changed in Contravisory Investment Management, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $628,163,317 to $701,722,949 (+12%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1.2% |
| $1,000,000 to $2,000,000 | 1% |
| Above $2,000,000 | 0.8% |
The brochure's wording
Invoices are generated using the quarter end value and applying the following tiered fee schedule: 1.2% per annum for the first $1,000,000, 1.0% per annum for next $1,000,000 and 0.8% per annum for amounts over $2,000,000.
As stated in the firm's Form ADV Part 2A brochure dated March 16, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$701,722,949 as of October 2026, filing dated May 11, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Security ratings or pricing services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1973 (53 years)
- Employees
- Total: 7. Performing investment advisory functions: 4.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
24 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $701,722,949 | 7 | May 11, 2026 |
| October 2025 | $628,163,317 | 7 | March 11, 2025 |
| October 2024 | $551,033,073 | 6 | February 27, 2024 |
| October 2023 | $531,193,733 | 7 | March 9, 2023 |
| October 2022 | $549,474,439 | 7 | January 31, 2022 |
| October 2021 | $470,066,344 | 7 | March 8, 2021 |
Regulatory assets under management: $470,066,344 in the October 2021 data and $701,722,949 in the October 2026 data, up 49%.
Total employees: 7 in October 2021 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $628,163,317 to $701,722,949 (+12%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Contravisory Investment Management, Inc. (CRD 109767): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/contravisory-investment-management-inc-norwell-ma-109767