David Canal
Contravisory Investment Management · Norwell, Massachusetts
David Canal is a fee-only financial advisor at Contravisory Investment Management in Norwell, Massachusetts. Contravisory Investment Management reports charging a percentage of assets and performance-based fees on its Form ADV.
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Facts
| Firm | Contravisory Investment Management |
|---|---|
| Based in | Norwell, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $701.7M across 655 accounts |
| SEC registration | Investment adviser representative in MA · CRD 3080959 |
| Exams passed | Series 63 (1998) · Series 65 (2007) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.contravisory.com |
How David's firm compares
- Contravisory Investment Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 655 accounts).
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Questions about David
Is David Canal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Contravisory Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Contravisory Investment Management, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is David Canal based?
David Canal is based in Norwell, Massachusetts.
Is David Canal registered with the SEC?
Yes. David Canal is registered as an investment adviser representative in MA (CRD 3080959), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Contravisory Investment Management manage?
Contravisory Investment Management reports $701.7M across 655 accounts in assets under management.
How do I contact David Canal?
Through David's website, www.contravisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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