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

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

Meeting House Capital is an independent, single-advisor registered investment adviser that provides discretionary portfolio management, integrated financial planning (not offered as a standalone service), and investment consulting to individuals, high net worth clients, trusts, estates and other registered investment advisors. The firm manages approximately $30.35 million across a small client base and generally requires a minimum relationship size of $250,000. Operating as a fiduciary, Meeting House Capital employs fundamental analysis and a primarily long-term investment approach, constructing portfolios that rely largely on individual stocks while selectively using low-cost mutual funds, ETFs, bonds and REITs to meet client objectives. The firm implements discretionary trading, ongoing monitoring, and periodic client reports that include holdings, allocations and performance information. Distinctive features include the firm’s boutique scale combined with advisory work for other registered investment advisors and an emphasis on concentrated individual-stock portfolios rather than a purely fund-based model. The brochure notes the firm provides performance reporting to clients and discloses that it advertises predecessor performance, hypothetical performance and performance results in its materials — practices that are uncommon among peer independent advisors.

To learn more about the advisors currently working at Meeting 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.

Name	Location	Years of experience
Oleg Litvinenko	Concord, MA	5

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