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RIA / WealthRegistered adviserstate registeredstate registeredRAUM 100m 1b

CONTRARY INVESTMENT ADVISORS

CONTRARY INVESTMENT ADVISORS, LLC, CRD 154958

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c6c26b6f-bacb-92ca-7208-54919a7fbc09

Data as of Sep 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Sep 12, 2026 to Sep 12, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Contrary Investment Advisors

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $104MItem 5.F on the latest filing (2026-09-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $104M
Private client RAUM: $96.9MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Employees: 1
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 171
Individual clients: 38
High net worth clients: 34
CRD: 154958
Filings on the tape: 1
First filed: Sep 12, 2026
Latest filed: Sep 12, 2026
Organised: Limited Liability Company, VA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Daniel Lawrence Simonds	Certified Financial Planner	BLOOMFIELD, NJ	15	36	1	no

Relationships

Registered with (1)

← Daniel Lawrence SimondsAdvisorregistration: current employment
Sep 23, 2010 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c6c26b6f-bacb-92ca-7208-54919a7fbc09
First observed: Sep 12, 2026
Last observed: Sep 12, 2026 8 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CONTRARY INVESTMENT ADVISORS

CONTRARY INVESTMENT ADVISORS, LLC, CRD 154958

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c6c26b6f-bacb-92ca-7208-54919a7fbc09

Data as of Sep 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:56 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Daniel Lawrence Simonds

Certified Financial Planner

BLOOMFIELD, NJ