CONTRAVISORY INVESTMENT MANAGEMENT, INC.
C47
CRD 109767·SEC 801-9168·NORWELL, MA
AUM
$701.7M
$500M-$1B
Est. Revenue
$7.0M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$16.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $377.7M
'21 · $421.6M
'22 · $549.5M
'23 · $549.5M
'25 · $628.2M
'26 · $701.7M
'20'26
$377.7M → $701.7M▲ +86%
Client mix
| Individuals Other | 139 |
| Individuals High Net Worth | 88 |
| Pension Profit Sharing Plans | 5 |
| Charitable Organizations | 5 |
| Corporations | 3 |
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 5 advisors
'22 · 5 advisors
'23 · 5 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
5 advisors → 4 advisors▼ -20%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
120 LONGWATER DRIVESUITE 100NORWELL, MA 02061
Business
120 LONGWATER DRIVESUITE 100NORWELL, MA 02061
Edgar Recent Filings
13F-HR2026-04-20 · 0001580642-26-002567
13F-HR2026-01-12 · 0001580642-26-000220