# Little House Capital, LLC

> 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.

- CRD: 290070
- Filed as: LITTLE HOUSE CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Braintree, MA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290070
- AdvisorCensus page: https://advisorcensus.com/firm/little-house-capital-llc-braintree-ma-290070

## Quick answers

**How is Little House Capital, LLC compensated?**
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).

**How much does Little House Capital, LLC charge?**
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). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Little House Capital, LLC located?**
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).

**Is Little House Capital, LLC registered with the SEC or a state?**
Little House Capital, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 290070.

**How much does Little House Capital, LLC manage?**
Little House Capital, LLC reports $675,245,909 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (87% discretionary).

**How have Little House Capital, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Little House Capital, LLC serve?**
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).

**Which custodians does Little House Capital, LLC use?**
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.

**Does Little House Capital, LLC report any disciplinary disclosures?**
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

**Does Little House Capital, LLC state an account minimum?**
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."

**What changed in Little House Capital, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Account minimum: None

> LHC generally does not impose a minimum relationship size for Client accounts it manages.

- Hourly rate: $400 an hour (financial planning services)

> LHC offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees are $400 per hour.

- Flat fee: $1,000 to $5,000 (financial planning services)

> Fixed fees range from $1,000 to $5,000. The Advisor also offers annual financial planning services up to $10,000 annually.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $675,245,909
- Discretionary: $589,925,742
- Non-discretionary: $85,320,167

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 56 | $8,303,767 |
| High net worth individuals | 144 | $518,027,748 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $31,898,395 |
| Charitable organizations | 5 | $35,800,727 |
| Other investment advisers | 37 | $47,460,169 |
| Corporations or other businesses not listed above | 6 | $33,755,103 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2017 (8 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, DE, FL, MA, ME, NH, NJ, OH, PA, RI, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Bedford, NH
- Woburn, MA

### Websites listed on Form ADV (Item 1.I)
- littlehousecapital.com
- LinkedIn @little-house-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $225,578,230 | 7 | May 20, 2021 |
| October 2022 | $338,558,532 | 6 | June 28, 2022 |
| October 2023 | $399,548,079 | 8 | September 28, 2023 |
| October 2024 | $532,085,659 | 8 | July 12, 2024 |
| October 2025 | $601,441,128 | 8 | April 28, 2025 |
| October 2026 | $675,245,909 | 7 | March 17, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Little House Capital, LLC (CRD 290070): Form ADV filing data as of October 2026.