A complete list of active advisors currently associated with Little House Capital, LLC

Warmer can help you find a great advisor at Little House Capital, LLC or one who fits your needs even better.

Little House Capital, LLC is an SEC-registered advisory firm that manages about $675.2 million for roughly 200 clients and is staffed by a seven‑person advisor team. The firm provides discretionary and non‑discretionary portfolio management to individuals (including high‑net‑worth clients), trusts, institutions, foundations, endowments and retirement plans, and also offers wealth management, financial planning, and trustee services. LHC’s investment process is personalized and generally long‑term oriented, combining fundamental and technical analysis to construct portfolios of individual stocks and bonds and, where appropriate, low‑cost mutual funds and ETFs. The firm may use unaffiliated Independent Managers for portions of client portfolios, conducts ongoing oversight and due diligence, and monitors accounts on a continuous basis with formal reviews at least annually. The firm’s disclosure also indicates it presents performance information publicly — including predecessor and hypothetical results and third‑party ratings — a practice that is uncommon among comparable team firms. LHC further discloses that it serves other investment‑adviser clients, may accept trustee/custody roles that trigger annual surprise examinations, and maintains institutional relationships with Schwab and Fidelity that provide research, technology and start‑up support, which the brochure identifies as potential conflicts the firm manages.

To learn more about the advisors currently working at Little House Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.