Overview
Assets Under Management: $140 million
High-Net-Worth Clients: 20
Average Client Assets: $7.0 million
Frequently Asked Questions
CONTRARY LEGACY LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325014), CONTRARY LEGACY LLC is subject to fiduciary duty under federal law.
CONTRARY LEGACY LLC serves 20 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, CONTRARY LEGACY LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CONTRARY LEGACY LLC manages $140 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, CONTRARY LEGACY LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $7.0 million
Total Client Accounts: 63
Non-Discretionary Accounts: 63
Regulatory Filings
CRD Number: 325014
Filing ID: 2066378
Last Filing Date: 2026-03-13 11:34:51