LITTLE HOUSE CAPITAL, LLC

RIASEC RegisteredEst. 2017

Total AUM

$675M

Discretionary

$590M

87% of AUM

Avg account

$935K

Accounts

722

Employees

Advisory reps

Firm details

Headquarters: BRAINTREE, Massachusetts
CRD number: 290070
Registered since: November 2, 2017
Website: littlehousecapital.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI76.72%
Other Investment Advisers7.03%
Charitable Organizations5.3%
Corporations / Businesses5%
Pension & Profit Sharing Plans4.72%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Little House Capital, LLC is an independent registered investment adviser that entered SEC registration in 2017 and is owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients. Its stated advisory services include comprehensive financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements are flexible: the firm charges asset-based fees alongside hourly and fixed-fee options. Little House Capital does not identify as an active ESG investor. It is not classified as a capital allocator and is not listed as a multi‑state adviser in the source data.