Littlefield Asset Management, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated April 17, 2026, reports $141M in regulatory assets under management, 1 employee, and 114 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.2% of total clients.
Top client categories% of clientsClients
1
Individuals
72.2%
39
2
HNWI
27.8%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$141Mas of April 17, 2026
Discretionary100.0%
$141M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$141M
Total Accounts114
10Y AUM Change+$17M (+13.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee54:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.