Firm profile

LITTLE HOUSE CAPITAL, LLC

BRAINTREE, MACRD 290070Latest ADV March 17, 2026

Little House Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Braintree, MA. Its latest Form ADV filing, dated March 17, 2026, reports $675M in regulatory assets under management, 7 employees, 3 offices, and 722 accounts.

Assets Under Management
$675M
Employees
7
Offices
3 offices
Total Clients
253
Primary office
BRAINTREE, MA
35 BRAINTREE HILL PARK, #100, BRAINTREE, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEORobert C. Stimson
CCOJeremy S. David
CIORobert C. Stimson

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 56.9% of total clients.
Top client categories% of clientsClients
1
HNWI
56.9%
144
2
Individuals
22.1%
56
3
Other Advisers
14.6%
37
4
Corporations
2.4%
6
5
Pension Plans
2.0%
5

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$675Mas of March 17, 2026
Discretionary87.4%
$590M
87% of total RAUM87.4%
Non-discretionary12.6%
$85M
13% of total RAUM12.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$675M
Total Accounts722
10Y AUM Change+$675M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee36:1
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.