# 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.

- CRD: 109767
- Filed as: CONTRAVISORY INVESTMENT MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Norwell, MA
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109767
- AdvisorCensus page: https://advisorcensus.com/firm/contravisory-investment-management-inc-norwell-ma-109767

## Quick answers

**How 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.

**How much does Contravisory Investment Management, Inc. charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $701,722,949
- Discretionary: $640,357,426
- Non-discretionary: $61,365,523

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 139 | $77,804,806 |
| High net worth individuals | 88 | $428,774,307 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $91,547,393 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $27,001,202 |
| Charitable organizations | 5 | $16,555,554 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $60,039,687 |

### 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

### Firm details
- Registered since: 1973 (53 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, CT, DC, FL, GA, HI, IA, IL, MA, MD, ME, NC, NH, NJ, NY, OH, OR, PA, RI, TX, VA, VI, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- contravisory.com
- Facebook facebook.com
- Instagram instagram.com
- LinkedIn @CONTRAVISORY-INVESTMENT-MANAGEMENT
- YouTube youtube.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $470,066,344 | 7 | March 8, 2021 |
| October 2022 | $549,474,439 | 7 | January 31, 2022 |
| October 2023 | $531,193,733 | 7 | March 9, 2023 |
| October 2024 | $551,033,073 | 6 | February 27, 2024 |
| October 2025 | $628,163,317 | 7 | March 11, 2025 |
| October 2026 | $701,722,949 | 7 | May 11, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $628,163,317 to $701,722,949 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Contravisory Investment Management, Inc. (CRD 109767): Form ADV filing data as of October 2026.