The Tiny House Adviser

Overview

The Tiny House Adviser is a small, independent RIA that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm operates as a capital allocator: it builds client exposure primarily through pooled public funds and by selecting external managers for niche or alternative allocations. The adviser identifies as an active ESG investor, which factors into how it picks mutual funds and outside managers. Services are delivered on a fixed‑fee or other fee arrangement, and the firm reports its client relationships as non‑discretionary, meaning clients retain final trade or implementation authority while the firm provides recommendations and manager selection. Investment activity centers on diversified, pooled vehicles rather than concentrated single‑stock portfolios. Given the boutique scale and the advisory activity of selecting other advisers, the firm looks to combine traditional mutual‑fund based public market exposure with targeted allocations to real estate and other third‑party alternative managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices