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ACCOUNT MANAGEMENT, LLC
CRD 110303File 801-3548
APPROVED
Retail clients
Disclosure events
Filing as of Feb 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$106.2M
Bottom 25% of cohort (national)
Discretionary AUM
$106.2M
Clients
17
25 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 15, 1975
- Principal office
- Not reported
- Phone
- (617) 236-4200
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $106.2M
- Discretionary AUM
- $106.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 25
- Non-discretionary accounts
- 0
- Total accounts
- 25
- AUM per client
- $6.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.0M |
| Charitable organizations | Fewer than 5 | $19.8M |
| High net worth individuals | 17 | $78.8M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D3
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 21 | 17 | decreased by4 |
| Mar 1, 2026 | AUM | $99,541,034 | $106,244,499 | increased by$6,703,465 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 30 | 21 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $127,824,089 | $99,541,034 | decreased by$28,283,055 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 36 | 25 | decreased by11 |
| Apr 1, 2022 | Clients | 33 | 30 | decreased by3 |
| Apr 1, 2022 | AUM | $94,648,050 | $127,824,089 | increased by$33,176,039 |
| Apr 1, 2022 | Accounts | 34 | 36 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ACCOUNT MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACCOUNT MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.