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CONTRAVISORY INVESTMENT MANAGEMENT, INC.
CRD 109767File 801-9168
APPROVED
Retail clients
Custody
Filing as of May 11, 2026
Feed vintage Oct 1, 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
- HTTPS://WWW.CONTRAVISORY.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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 199 | 242 | increased by43 |
| Apr 1, 2026 | AUM | $628,163,317 | $701,722,949 | increased by$73,559,632 |
| Apr 1, 2026 | Accounts | 589 | 655 | increased by66 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 186 | 199 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $549,474,439 | $628,163,317 | increased by$78,688,878 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 468 | 589 | increased by121 |
| Feb 1, 2022 | Clients | 180 | 186 | increased by6 |
| Feb 1, 2022 | AUM | $470,066,344 | $549,474,439 | increased by$79,408,095 |
| Feb 1, 2022 | Accounts | 440 | 468 | increased by28 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CONTRAVISORY INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONTRAVISORY INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.