MEETING HOUSE CAPITAL, LLC

Overview

Meeting House Capital, LLC is a small, independent registered investment adviser focused on providing financial planning and portfolio management to individuals and small businesses. The firm manages a concentrated book of clients, delivering discretionary portfolio management alongside fixed-fee planning engagements. Its stated preference is equities-first: exchange-traded equities account for the bulk of managed assets, with supplemental exposure through mutual funds and targeted alternative allocations. Fee arrangements include both a percentage-of-AUM component and fixed-fee services, which aligns with the mix of ongoing portfolio oversight and project-based planning work. Portfolios appear to be constructed with an emphasis on liquid, exchange-traded instruments while reserving a portion of client capital for third-party alternative managers where appropriate. The firm does not position itself as a multi-state or pension consultant adviser, and it does not emphasize ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices