SourcingSourcing

THE ABBIT MANAGEMENT CORP

C43
CRD 110507·SEC 801-15995·GRAND HAVEN, MI
AUM
$252.3M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$757K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE ABBIT MANAGEMENT CORP
CRD
110507
SEC file #
801-15995
EIN
—
DBA names
Abbit Management Corp

Economics

AUM
$252.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$189.9M → $252.3M▲ +33%
Client mix
Individuals Other320
Individuals High Net Worth12
Corporations6

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
GRAND HAVEN MI
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
08/19/2025
ADV-W filed at
—
Website
abbitmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RISSELADE, JOSEPH, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
RISSELADE, JOSEPH, EDWARD
Anderson, Julie, Ann
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ABBITMANAGEMENT.COM
Rdap Domain Creation Date
2014-08-14T17:03:07Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.252
Soi Zip Pct 200k Plus
0.0643
Soi Zip Returns 200k Plus
1,110
Soi Zip Total AGI
1,534,266
Fdic Zip Total Deposits
18,433,140,000
Fdic Zip Branch Count
414
Fdic Zip Top Banks
Fifth Third Bank
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Altruist4
E*trade4
Fdic Zip Branches Raw
First of America Bank-West MichiganGrand Haven, MI
Ameribank Federal Savings BankGrand Haven, MI
Fdic Zip HHI
826.79
Fdic Zip Top Bank Share Pct
20.02
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-14T17:03:07Z
Rdap Domain Last Changed
2025-07-31T15:46:57Z
Rdap Nameservers
Ns37.domaincontrol.comNs38.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI53,699
Returns4,850
Stub 2
AGI137,504
Returns3,710
Stub 3
AGI154,069
Returns2,500
Soi Zip Total Business Income
47,609
Soi Zip Total Cap Gains
101,841
Soi Zip Total Dividends
32,923
Soi Zip Total Returns
17,260
Top Owner CRD
1517194
Trust Company Affiliate
No

People (4)

4
RISSELADE, JOSEPH, EDWARD
IAR · Direct Owner · 87.5%
1517194
SLATER, JAMES, EDWARD
IAR · Executive Officer · 2.5%
2112002
Anderson, Julie, Ann
Executive Officer · 2.5%
7287741
Samuel Mason Westers
IAR
6883013