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CONTRARY INVESTMENT ADVISORS

CONTRARY INVESTMENT ADVISORS, LLC

CRD 154958

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$104.0M

Discretionary AUM

$104.0M

Team

1 total employees; 1 advisory reps; 7 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-05

Disciplinary history

No

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  • SEC IAPD

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  • FINRA BrokerCheck

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals38$16.7M
High net worth individuals34$80.1M
Pension/profit sharing plans9$106K
Charitable organizations1$7.1M

All web addresses on file

Official SEC filing: View on IAPD