LH
LITTLE HOUSE CAPITAL, LLC
SEC RegisteredBRAINTREE, MAhttps://littlehousecapital.com617-545-5600
Assets Under Management
$500M–$1B
Employees
7
Office Locations
4 offices
Total Accounts
722
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations
Services
wealth_management
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 56 | $8.3M |
| High Net Worth Individuals | 144 | $518M |
| Charitable Organizations | 5 | $32M |
| State/Municipal Entities | 5 | — |
| Insurance Companies | 37 | — |
0 total clients reported on Form ADV.
Leadership
Robert Cheney Stimson
MANAGING MEMBER
Jeremy Sundance David
CHIEF COMPLIANCE OFFICER
James Reginald Moise
MEMBER
Scott Andrew Gillespie
MEMBER
Office locations
4 offices in 2 states
MA
BRAINTREEHQ
MA
WORCESTER
MA
WOBURN
NH
BEDFORD
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#290070
SEC Number
801-111981
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
littlehousecapital.comPhone
617-545-5600Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LITTLE HOUSE CAPITAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.