{
  "crd_number": 110507,
  "slug": "abbit-management-corp-grand-haven-mi-110507",
  "primary_business_name": "ABBIT MANAGEMENT CORP",
  "legal_name": "THE ABBIT MANAGEMENT CORP",
  "dbas": [],
  "city": "Grand Haven",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "24340",
  "metro": {
    "cbsa_code": "24340",
    "common_name": "Grand Rapids",
    "msa_name": "Grand Rapids-Wyoming-Kentwood, MI",
    "path": "/advisors/mi/grand-rapids"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1981-04-17",
  "years_registered": 45,
  "period": "2026-10-01",
  "filing_date": "2026-09-01",
  "carried_forward": false,
  "raum_total": 282395807.0,
  "raum_discretionary": 282395807.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 38929383.0,
      "count": 367
    },
    "high_net_worth_individuals": {
      "raum": 23135759.0,
      "count": 13
    },
    "corporations_other_businesses": {
      "raum": 220330665.0,
      "count": 6
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MI"
  ],
  "websites": [
    "https://abbit.biz",
    "https://abbitmanagement.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110507",
  "city_as_filed": "GRAND HAVEN",
  "url": "https://advisorcensus.com/firm/abbit-management-corp-grand-haven-mi-110507",
  "display_name": "Abbit Management Corp",
  "summary": "Abbit Management Corp is an SEC-registered investment advisory firm in Grand Haven, MI, registered since 1981, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.",
  "citation": "AdvisorCensus. Abbit Management Corp (CRD 110507): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Abbit Management Corp compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Abbit Management Corp reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Abbit Management Corp located?",
      "a": "Abbit Management Corp's principal office is in Grand Haven, MI, according to its Form ADV."
    },
    {
      "q": "Is Abbit Management Corp registered with the SEC or a state?",
      "a": "Abbit Management Corp is an SEC-registered investment advisory firm, registered since 1981. Status as filed: Approved. CRD 110507."
    },
    {
      "q": "How much does Abbit Management Corp manage?",
      "a": "Abbit Management Corp reports $282,395,807 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Abbit Management Corp's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Abbit Management Corp: Regulatory assets under management: $215,495,468 in the October 2021 data and $282,395,807 in the October 2026 data, up 31%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Abbit Management Corp serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (367); high net worth individuals (13); corporations or other businesses not listed above (6)."
    },
    {
      "q": "Which custodians does Abbit Management Corp use?",
      "a": "Abbit Management Corp's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Abbit Management Corp report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110507"
    },
    {
      "q": "What changed in Abbit Management Corp's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $252,322,909 to $282,395,807 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 215495468.0,
      "total_employees": 7,
      "filing_date": "2021-08-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 199189152.0,
      "total_employees": 7,
      "filing_date": "2022-09-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 213881309.0,
      "total_employees": 6,
      "filing_date": "2023-08-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 232652456.0,
      "total_employees": 7,
      "filing_date": "2024-08-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 232652456.0,
      "total_employees": 7,
      "filing_date": "2024-08-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 282395807.0,
      "total_employees": 7,
      "filing_date": "2026-09-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $252,322,909 to $282,395,807 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "SEI Investments Distribution Co.",
      "name_as_filed": "SEI INVESTMENTS DISTRIBUTION CO.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/abbit-management-corp-grand-haven-mi-110507.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 367,
      "fewer_than_5": false,
      "raum": 38929383.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 13,
      "fewer_than_5": false,
      "raum": 23135759.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 220330665.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110507",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}