Contrary Investment Advisors

RIAState Registered

Total AUM

$104M

Discretionary

$104M

100% of AUM

Avg account

$608K

Accounts

171

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 154958
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.02%
Individuals16.08%
Charitable Organizations6.79%
Pension & Profit Sharing Plans0.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Contrary Investment Advisors is an independent, privately owned registered investment adviser organized as an LLC and controlled by an individual owner. The firm serves both individuals and families as well as institutional clients, offering a mix of financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Its fee arrangements include asset-based (percentage of AUM) billing alongside hourly and fixed-fee engagements. According to the available profile, the firm does not position itself as an ESG-focused manager and is not registered as a multi-state adviser.