Littlefield Asset Management, Inc.
RIASEC RegisteredEst. 2025
Total AUM
$141M
Discretionary
$141M
100% of AUM
Avg account
$1.2M
Accounts
114
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 109602
- Registered since
- June 6, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals95.44%
- HNWI4.56%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Littlefield Asset Management, Inc. is a small, corporation-structured registered investment adviser focused on portfolio management for individuals and small businesses. The firm is owner-operated and reports a fee model that combines a percentage of assets under management with fixed fees. It does not identify as an ESG-focused investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. SEC registration is listed for 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities78%
- Exchange Traded Equities14%
- Cash & Cash Equivalents8%
Contacts
1 of 1David Littlefield
PresidentCRD 719005
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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