Contrary Legacy LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 13, 2026, reports $140M in regulatory assets under management, 4 employees, 2 offices, and 63 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$140Mas of March 13, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$140M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$140M
Total Accounts63
10Y AUM Change+$140M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee5:1
10Y Employee Change0 (0.0%)
* 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.