Little House Capital, LLC

RIASEC RegisteredEst. 2017
Total AUM
$675M
Discretionary
$590M
87% of AUM
Avg account
$935K
Accounts
722
Employees
7
Advisory reps
8

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 organized as an LLC and operating since 2017. Ownership is held by an individual principal. The firm serves both individual and family clients as well as institutional clients and offers a mix of advisory services that include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Compensation is flexible and includes asset-based fees, hourly billing, and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not listed as a related adviser or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, Investment Grade Corp Bonds 14%, Public Funds/Mutual Funds 10%, US Government Bonds 8%, Cash & Cash Equivalents 6%, State & Local Bonds 3%59%
  • Exchange Traded Equities59%
  • Investment Grade Corp Bonds14%
  • Public Funds/Mutual Funds10%
  • US Government Bonds8%
  • Cash & Cash Equivalents6%

Owners & executives

1 of 1
  • Robert Stimson

    Robert Stimson

    Founder, CEO & CIOCRD 1704253

Contacts

3 of 7

  • Richard Feely

    Business Development AssociateCRD 8258731

  • Lynn Kelly

    Lynn Kelly

    Project SpecialistCRD 7887095

  • Luke Pata

    Luke Pata

    AssociateCRD 7434051

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 33

Active vs passive

$132M in ETFs

Passive

80%

$105M

Active

19%

$26.9M

ETFProviderStyleCategoryValueShares% of portfolio
FIDELITY ENHANCED SMALL CAP CORE ETF (FESM)FidelityActiveSmall Blend$16.2M335,88712.26%
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Location

Primary office

Braintree, MA

Norfolk

Location

Braintree, MA

Headquartered in Braintree, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Norfolk
Address
35 Braintree Hill Park
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth