Contravisory Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and security ratings or pricing. Financial planning was provided to 1–10 clients last fiscal year. The firm advises 2 private funds.
Contravisory Investment Management reports 242 clients. They include 139 individual clients, 88 high-net-worth individuals, and 5 pension and profit-sharing plans. Of its assets, 91.3% ($640M across 652 accounts) are managed with discretion; $61.4M across 3 accounts are not. A wrap fee program the firm both sponsors and manages holds $114M. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 11% |
| High-net-worth individuals | 36% | 61% |
| Pooled investment vehicles | <1% | 13% |
| Pension and profit-sharing plans | 2% | 4% |
| Charitable organizations | 2% | 2% |
| Other client typesCorporations and other businesses | 1% | 9% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 139 | $77.8M | 11.1% | $560K |
| High-net-worth individuals | 88 | $429M | 61.1% | $4.87M |
| Pooled investment vehicles | 2 | $91.5M | 13.0% | $45.8M |
| Pension and profit-sharing plans | 5 | $27M | 3.8% | $5.4M |
| Charitable organizations | 5 | $16.6M | 2.4% | $3.31M |
| Corporations and other businesses | 3 | $60M | 8.6% | $20M |
| Total | 242 | $702M | 100% | $2.9M |
- Clients
- 139
- Regulatory AUM
- $77.8M
- AUM share
- 11.1%
- Avg. per client
- $560K
- Clients
- 88
- Regulatory AUM
- $429M
- AUM share
- 61.1%
- Avg. per client
- $4.87M
- Clients
- 2
- Regulatory AUM
- $91.5M
- AUM share
- 13.0%
- Avg. per client
- $45.8M
- Clients
- 5
- Regulatory AUM
- $27M
- AUM share
- 3.8%
- Avg. per client
- $5.4M
- Clients
- 5
- Regulatory AUM
- $16.6M
- AUM share
- 2.4%
- Avg. per client
- $3.31M
- Clients
- 3
- Regulatory AUM
- $60M
- AUM share
- 8.6%
- Avg. per client
- $20M
Total
- Clients
- 242
- Regulatory AUM
- $702M
- AUM share
- 100%
- Avg. per client
- $2.9M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 1–10
Contravisory Investment Management charges 0.80%–1.20% a year for its Investment management fee. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.20% |
| $1M–$2M | 1.00% |
| $2M and above | 0.80% |
Fee details and sources
William Noonan owns 75% or more of Contravisory Investment Management. The leadership team of Contravisory Investment Management includes President William Noonan, Chief Operating Officer Philip Noonan and Chief Compliance Officer Matthew Sullivan. It has 7 employees, 4 of them in advisory roles.
Leadership
- William NoonanPresident/CEO
- Philip NoonanChief Operating Officer
- Matthew SullivanChief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Contravisory Investment Management, Inc.
William Noonan
Control person · since July 2006
- Owns 10% to 25% of Contravisory Investment Management, Inc.
Philip Noonan
Control person · since July 2006
Contravisory Investment Management’s regulatory assets grew from $470M (March 2021) to $702M (May 2026); clients rose from 180 to 242 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $702M | 242 | 7 | 1 |
| March 2025 | $628M | 199 | 7 | 1 |
| February 2024 | $551M | 201 | 6 | 1 |
| March 2023 | $531M | 192 | 7 | 1 |
| January 2022 | $549M | 186 | 7 | 1 |
| March 2021 | $470M | 180 | 7 | 1 |
Besides its headquarters, Contravisory Investment Management has 0 offices, with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- 120 Longwater Drive, Suite 100, NorwellHQ
Contact and registration details
- Legal name
- Contravisory Investment Management, Inc.
- Headquarters
- 120 Longwater Drive, Suite 100, Norwell, MA 02061
- Website
- contravisory.com
- Phone
- 781-740-1786
- SEC file
- 801-9168
- Structure
- Massachusetts corporation
- Fiscal year end
- December
Contravisory Investment Management uses Charles Schwab ($461M) as custodian for its separately managed accounts. Contravisory Investment Management has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $461M100%
At year end, Contravisory Investment Management’s separately managed accounts were mostly in stocks (80%) and funds (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $566M across 391 positions; the largest are KLA Corp. (4.2%), Taiwan Semiconductor Manufac (3.5%) and UBS Group AG (2.4%).
What the accounts hold
- Stocks80%
- Funds18%
- Registered funds11%
- Pooled vehicles7%
- Bonds2%
Reported 13F holdings
- $566M
- Reported 13F value
- 391
- Positions
- 25.4%
- In the 10 largest
- +16.0%
- Value vs. prior quarter
- KLA Corp.4.2%
- Taiwan Semiconductor Manufac · Sponsored ADS3.5%
- UBS Group AG2.4%
- Alphabet Inc. · Cap Stk CL C2.4%
- Cisco Sys Inc.2.3%
- JPMORGAN Chase & CO2.2%
- Goldman Sachs Group Inc.2.2%
- Howmet Aerospace Inc.2.1%
- Rtx Corporation2.0%
- ASML Hldg NV · N Y Registry Shs2.0%
Together, the ten largest are 25.4% of reported value.
How many clients does Contravisory Investment Management have?
Contravisory Investment Management has 242 clients and manages $702 million for them, as of May 2026. They include 139 individual clients, 88 high-net-worth individuals, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 May 2026
What services does Contravisory Investment Management offer?
Contravisory Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and security ratings or pricing.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Contravisory Investment Management charge?
Contravisory Investment Management charges 0.80%–1.20% a year for its Investment management fee. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Contravisory Investment Management use?
Contravisory Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $461M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 May 2026
How many financial advisors does Contravisory Investment Management have?
Contravisory Investment Management has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Contravisory Investment Management invest in?
At the end of its last fiscal year, Contravisory Investment Management’s separately managed accounts held 80% exchange-traded equities, 11% registered funds (mutual funds, ETFs, BDCs), 7% pooled vehicles (private funds and similar) and 2% U.S. government and agency bonds. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Contravisory Investment Management?
Contravisory Investment Management’s direct owners are William Noonan (75% or more) and Philip Noonan (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 11 May 2026
How does Contravisory Investment Management get paid?
Contravisory Investment Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Contravisory Investment Management registered with the SEC?
Yes, Contravisory Investment Management has been registered with the SEC as an investment adviser since 25 March 1973. Its CRD number is 109767 and its SEC file number is 801-9168.
Source: Form ADV Part 1A, Item 1, filed 11 May 2026; IAPD firm record
How do I contact Contravisory Investment Management?
Contravisory Investment Management’s main office is at 120 Longwater Drive, Suite 100, Norwell, MA 02061. Its phone number is 781-740-1786. Its website is contravisory.com.