LITTLE HOUSE CAPITAL, LLC

BRAINTREE, Massachusetts·5 registered advisors·CRD# 290070

SEC# 801-1119813617-545-5600

01

Firm Overview

AUM

$532M

Regulatory assets under management

Employees

8

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at LITTLE HOUSE CAPITAL, LLC

5 registered advisors

James Reginald Moise

BRAINTREE, Massachusetts

Jeremy Sundance David

BRAINTREE, Massachusetts

Robert Byron Murphy

BRAINTREE, Massachusetts

Robert Cheney Stimson

BRAINTREE, Massachusetts

Shawn Michael Mccarthy

TOPSFIELD, Massachusetts

05

Office Locations

BRAINTREE, Massachusetts

TOPSFIELD, Massachusetts

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Data sourced from SEC Form ADV filings. LITTLE HOUSE CAPITAL, LLC (CRD# 290070) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.