CRD: 301701
Bill Messner Contrarian Investment Advisory, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-30-2019
- Office Locations
- 1
Office Locations
About Bill Messner Contrarian Investment Advisory, LLC
Bill Messner Contrarian Investment Advisory, LLC is a fee-only fiduciary RIA providing discretionary portfolio management, 401(k)/pension second opinions (including ERISA-focused review), and ongoing wealth planning in coordination with clients’ CPAs/attorneys/trustees. Serving individuals, businesses, trusts, foundations and institutions, the firm applies an Austrian-economics “contrarian” approach to currency and rate risk, and may hold elevated cash, go market neutral, or use index shorts. Custody via Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 33 clients, or 33 clients per representative. That equates to $100.5K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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Owner & Executives
WILLIAM JAMES MESSNER
--
- CRD
- #2597597
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,316,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,316,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Bill Messner Contrarian Investment Advisory, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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