Contravisory Investment Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Norwell, MA. Its latest Form ADV filing, dated March 16, 2026, reports $702M in regulatory assets under management, 7 employees, and 655 accounts.
Assets Under Management
$702M
Employees
7
Offices
--
Total Clients
242
Primary office
NORWELL, MA
120 LONGWATER DRIVE, SUITE 100, NORWELL, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.4% of total clients.
Top client categories% of clientsClients
1
Individuals
57.4%
139
2
HNWI
36.4%
88
3
Pension Plans
2.1%
5
4
Charitable
2.1%
5
5
Corporations
1.2%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$702Mas of March 16, 2026
Discretionary91.3%
$640M
91% of total RAUM91.3%
Non-discretionary8.7%
$61M
9% of total RAUM8.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$702M
Total Accounts655
10Y AUM Change+$238M (+51.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee35:1
10Y Employee Change-2 (-22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.