Little House Capital, LLC
SEC RegisteredValidated Financial Wealth Services
About the firm
Little House Capital operates three distinct business lines designed to offer clients access to solutions tailored to specific needs both at the individual and corporate levels. The firm is 100% independent and fee-only, offering institutionally inspired investment solutions. Its promise is to offer exceptional customer service coupled with institutionally inspired investment solutions enabling clients to achieve their life goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth Management, Institutional/OCIO (including a fully automated investment platform, proprietary products, and research content), and Corporate Retirement Services.
Who they serve
Individuals looking for detailed financial or estate planning, tax assistance, investment management or asset protection; advisors and institutions who want access to a fully automated investment platform, proprietary products, and research content; and companies looking for a cost-effective and comprehensive retirement solution.
| 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 | — |
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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