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Shawn Michael Mccarthy

LITTLE HOUSE CAPITAL, LLC·TOPSFIELD, Massachusetts
Clean recordLITTLE HOUSE CAPITAL, LLC
6 PARK STREET, TOPSFIELD, MA 01983CRD# 6877912Firm CRD# 290070

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shawn Michael Mccarthy · TOPSFIELD, MA
Registration
CRD #6877912 · LITTLE HOUSE CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Shawn Michael Mccarthy is a registered financial advisor based in TOPSFIELD, Massachusetts, affiliated with LITTLE HOUSE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LITTLE HOUSE CAPITAL, LLC
LITTLE HOUSE CAPITAL, LLC
AUM
$532M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at LITTLE HOUSE CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6877912
Firm CRD# 290070
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shawn Michael Mccarthy offer?
Shawn Michael Mccarthy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TOPSFIELD, Massachusetts for a consultation.
What are Shawn Michael Mccarthy's credentials?
Shawn Michael Mccarthy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shawn Michael Mccarthy located?
Shawn Michael Mccarthy is based in TOPSFIELD, Massachusetts, working with LITTLE HOUSE CAPITAL, LLC. Their office serves clients in the TOPSFIELD metropolitan area and surrounding communities.
How does Shawn Michael Mccarthy charge for services?
Shawn Michael Mccarthy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LITTLE HOUSE CAPITAL, LLC?
LITTLE HOUSE CAPITAL, LLC has approximately 8 employees and manages $532M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LITTLE HOUSE CAPITAL, LLC

Jeremy Sundance David
BRAINTREE, MA
James Reginald Moise
BRAINTREE, MA
Robert Byron Murphy
BRAINTREE, MA
Robert Cheney Stimson
BRAINTREE, MA

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Research
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