Little House Capital, LLC
Little House Capital, LLC is an SEC-registered wealth manager in Braintree, MA with $675.2M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Little House Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290070, SEC 801-111981, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $675.2M (2026-03-17)
- Firm type
- Wealth Manager
- Location
- Braintree, MA
- Employees
- 7
- Clients
- 216
- CRD
- 290070
- Ownership
- STIMSON, ROBERT, CHENEY; KOZAK, MICHAEL, CHARLES; MOISE, JAMES, REGINALD; GILLESPIE, SCOTT, ANDREW; MCCARTHY, SHAWN, MICHAEL
How much AUM does Little House Capital, LLC have?
Little House Capital, LLC reported $675.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Little House Capital, LLC?
Disclosed owners and executives of Little House Capital, LLC include STIMSON, ROBERT, CHENEY, KOZAK, MICHAEL, CHARLES, MOISE, JAMES, REGINALD, GILLESPIE, SCOTT, ANDREW, MCCARTHY, SHAWN, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.