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CONTRAVISORY INVESTMENT MANAGEMENT, INC.
CRD 109767File 801-9168
APPROVED
Retail clients
Custody
Filing as of May 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$701.7M
Above cohort median (national)
Discretionary AUM
$640.4M
Non-discretionary $61.4M
Clients
242
655 accounts
Employees
7
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 25, 1973
- Principal office
- 120 LONGWATER DRIVE, SUITE 100, NORWELL, MA, 02061
- Phone
- 781-740-1786
- Website
- http://youtube.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $701.7M
- Discretionary AUM
- $640.4M
- Non-discretionary AUM
- $61.4M
- Discretionary accounts
- 652
- Non-discretionary accounts
- 3
- Total accounts
- 655
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $60.0M |
| Charitable organizations | 5 | $16.6M |
| High net worth individuals | 88 | $428.8M |
| Pooled investment vehicles | 2 | $91.5M |
| Pension and profit sharing plans | 5 | $27.0M |
| Individuals (other than high net worth individuals) | 139 | $77.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Securities recommendations
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.