Account Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Account Management reports 17 clients. They include 17 high-net-worth individuals. Of its assets, 100.0% ($106M across 25 accounts) are managed with discretion. Of its clients, 3% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | 2% |
| High-net-worth individuals | 100% | 74% |
| Charitable organizations | Fewer than 5 | 19% |
| Corporations and other businesses | Fewer than 5 | 6% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $1.63M | 1.5% | — |
| High-net-worth individuals | 17 | $78.8M | 74.1% | $4.63M |
| Charitable organizations | Fewer than 5 | $19.8M | 18.6% | — |
| Corporations and other businesses | Fewer than 5 | $6.04M | 5.7% | — |
| Total | 17 | $106M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $1.63M
- AUM share
- 1.5%
- Avg. per client
- —
- Clients
- 17
- Regulatory AUM
- $78.8M
- AUM share
- 74.1%
- Avg. per client
- $4.63M
- Clients
- Fewer than 5
- Regulatory AUM
- $19.8M
- AUM share
- 18.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $6.04M
- AUM share
- 5.7%
- Avg. per client
- —
Total
- Clients
- 17
- Regulatory AUM
- $106M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 3%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Account Management charges up to 1.00% a year for its Investment Advisory Fees. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.
Fee details and sources
Christopher De Roetth owns 50% to 75% of Account Management. The leadership team of Account Management includes Chief Compliance Officer Christopher De Roetth. It has 2 employees, 1 of them in advisory roles.
Leadership
- Christopher De RoetthMember and Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 50% to 75% of Account Management, LLC
Christopher De Roetth
Control person · since April 2001
- Owns 50% to 75% of Account Management, LLC
Account Management Holdings, LLC
Control person · since April 2001
- Owns 25% to 50% of Account Management Holdings, LLC
Elisabeth Abbe
Control person · since April 2001
Account Management’s regulatory assets grew from $94.6M (March 2021) to $106M (February 2026); clients fell from 33 to 17 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $106M | 17 | 2 | 2 |
| February 2025 | $99.5M | 21 | 2 | 2 |
| February 2024 | $98.5M | 25 | 2 | 2 |
| March 2023 | $92.3M | 29 | 2 | 2 |
| March 2022 | $128M | 30 | 2 | 2 |
| March 2021 | $94.6M | 33 | 2 | 2 |
Besides its headquarters, Account Management has 1 office, with 2 listed addresses in Massachusetts.
Massachusetts · 1 listed address
- 350 Lincoln Street, Hingham
Contact and registration details
- Legal name
- Account Management, LLC
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 617-236-4200
- SEC file
- 801-3548
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Account Management uses UBS Financial Services ($99.7M) as custodian for its separately managed accounts. Account Management does not have custody of client assets.
- UBS Financial ServicesUBS Financial Services Inc. · Baltimore, MD · $99.7M100%
At year end, Account Management’s separately managed accounts were mostly in stocks (90%) and cash (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $99M across 22 positions; the largest are Berkshire Hathaway Inc. Del (22.4%), ASML Hldg NV (16.1%) and Enterprise Prods Partners L (9.6%).
What the accounts hold
- Stocks90%
- Cash10%
Reported 13F holdings
- $99M
- Reported 13F value
- 22
- Positions
- 85.8%
- In the 10 largest
- +8.5%
- Value vs. prior quarter
- Berkshire Hathaway Inc. Del · CL B New22.4%
- ASML Hldg NV · N Y Registry Shs16.1%
- Enterprise Prods Partners L9.6%
- Nextera Energy Inc.8.5%
- Blackstone Inc.8.3%
- Oreilly Automotive Inc.5.2%
- Fortinet Inc.4.5%
- JPMORGAN Chase & CO4.5%
- Synopsys Inc.4.1%
- Nutanix Inc. · CL A2.7%
Together, the ten largest are 85.8% of reported value.
How many clients does Account Management have?
Account Management has 17 clients and manages $106 million for them, as of February 2026. They include 17 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026
What services does Account Management offer?
Account Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Account Management charge?
Account Management charges up to 1.00% a year for its Investment Advisory Fees. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.
Source: 02 27 2026 AMC FORM ADV PART 2A AND 2B FINAL, filed 27 February 2026
Which custodians does Account Management use?
Account Management’s separately managed account assets are held at UBS Financial Services Inc. (Baltimore, MD), with $99.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026
How many financial advisors does Account Management have?
Account Management has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Account Management invest in?
At the end of its last fiscal year, Account Management’s separately managed accounts held 90% exchange-traded equities and 10% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Account Management have a minimum investment?
Yes, Account Management’s minimum account size for its Investment Advisory Fees is $1M.
Source: 02 27 2026 AMC FORM ADV PART 2A AND 2B FINAL, filed 27 February 2026
Who owns Account Management?
Account Management is owned through a holding company by Elisabeth Abbe. Its direct owners are Christopher De Roetth (50% to 75%) and Account Management Holdings, LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 February 2026
How does Account Management get paid?
Account Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Account Management?
Its phone number is 617-236-4200.