{
  "crd_number": 290070,
  "slug": "little-house-capital-llc-braintree-ma-290070",
  "primary_business_name": "LITTLE HOUSE CAPITAL, LLC",
  "legal_name": "LITTLE HOUSE CAPITAL, LLC",
  "dbas": [],
  "city": "Braintree",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-11-02",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-17",
  "carried_forward": false,
  "raum_total": 675245909.0,
  "raum_discretionary": 589925742.0,
  "raum_non_discretionary": 85320167.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 7,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 35800727.0,
      "count": 5
    },
    "individuals": {
      "raum": 8303767.0,
      "count": 56
    },
    "pension_profit_sharing": {
      "raum": 31898395.0,
      "count": 5
    },
    "other_investment_advisers": {
      "raum": 47460169.0,
      "count": 37
    },
    "high_net_worth_individuals": {
      "raum": 518027748.0,
      "count": 144
    },
    "corporations_other_businesses": {
      "raum": 33755103.0,
      "count": 6
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "DE",
    "FL",
    "MA",
    "ME",
    "NH",
    "NJ",
    "OH",
    "PA",
    "RI",
    "TX",
    "VA"
  ],
  "websites": [
    "https://linkedin.com/company/little-house-capital",
    "https://littlehousecapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290070",
  "city_as_filed": "BRAINTREE",
  "url": "https://advisorcensus.com/firm/little-house-capital-llc-braintree-ma-290070",
  "display_name": "Little House Capital, LLC",
  "summary": "Little House Capital, LLC is an SEC-registered investment advisory firm in Braintree, MA, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 17, 2026.",
  "citation": "AdvisorCensus. Little House Capital, LLC (CRD 290070): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Little House Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Little House Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Little House Capital, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 states: Hourly rate: $400 an hour (financial planning services); Flat fee: $1,000 to $5,000 (financial planning services); Flat fee: up to $10,000 a year (annual financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Little House Capital, LLC located?",
      "a": "Little House Capital, LLC's principal office is in Braintree, MA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Little House Capital, LLC registered with the SEC or a state?",
      "a": "Little House Capital, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 290070."
    },
    {
      "q": "How much does Little House Capital, LLC manage?",
      "a": "Little House Capital, LLC reports $675,245,909 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (87% discretionary)."
    },
    {
      "q": "How have Little House Capital, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Little House Capital, LLC: Regulatory assets under management: $225,578,230 in the October 2021 data and $675,245,909 in the October 2026 data, up 199%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Little House Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (144); individuals (other than high net worth individuals) (56); other investment advisers (37)."
    },
    {
      "q": "Which custodians does Little House Capital, LLC use?",
      "a": "Little House Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Little House Capital, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290070"
    },
    {
      "q": "Does Little House Capital, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 says: \"LHC generally does not impose a minimum relationship size for Client accounts it manages.\""
    },
    {
      "q": "What changed in Little House Capital, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 8 to 7. Regulatory assets under management went from $601,441,128 to $675,245,909 (+12%). No longer lists an office in Worcester, MA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 225578230.0,
      "total_employees": 7,
      "filing_date": "2021-05-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 338558532.0,
      "total_employees": 6,
      "filing_date": "2022-06-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 399548079.0,
      "total_employees": 8,
      "filing_date": "2023-09-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 532085659.0,
      "total_employees": 8,
      "filing_date": "2024-07-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 601441128.0,
      "total_employees": 8,
      "filing_date": "2025-04-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 675245909.0,
      "total_employees": 7,
      "filing_date": "2026-03-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 7.",
        "Regulatory assets under management went from $601,441,128 to $675,245,909 (+12%).",
        "No longer lists an office in Worcester, MA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $400 an hour (financial planning services)",
      "Flat fee: $1,000 to $5,000 (financial planning services)",
      "Flat fee: up to $10,000 a year (annual financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "LHC generally does not impose a minimum relationship size for Client accounts it manages."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $400 an hour (financial planning services)"
        ],
        "quotes": [
          "LHC offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees are $400 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $5,000 (financial planning services)"
        ],
        "quotes": [
          "Fixed fees range from $1,000 to $5,000. The Advisor also offers annual financial planning services up to $10,000 annually."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $10,000 a year (annual financial planning services)"
        ],
        "quotes": [
          "Fixed fees range from $1,000 to $5,000. The Advisor also offers annual financial planning services up to $10,000 annually."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 400.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 10000.0,
          "period": "annual",
          "service": "annual financial planning services"
        }
      ]
    },
    "quotes": [
      "LHC generally does not impose a minimum relationship size for Client accounts it manages.",
      "LHC offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees are $400 per hour.",
      "Fixed fees range from $1,000 to $5,000. The Advisor also offers annual financial planning services up to $10,000 annually.",
      "Fixed fees range from $1,000 to $5,000. The Advisor also offers annual financial planning services up to $10,000 annually."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/little-house-capital-llc-braintree-ma-290070.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 56,
      "fewer_than_5": false,
      "raum": 8303767.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 144,
      "fewer_than_5": false,
      "raum": 518027748.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 31898395.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 35800727.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 37,
      "fewer_than_5": false,
      "raum": 47460169.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 33755103.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290070",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}