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LITTLE HOUSE CAPITAL, LLC

BRAINTREE, MA · CRD 290070 · IAPD ↗ · littlehousecapital.com · 617-545-5600

$675.2MRegulatory AUM
7Advisory reps
7Employees
0Clients
11-25Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — LITTLE HOUSE CAPITAL, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
August 2024 — LITTLE HOUSE CAPITAL, LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — LITTLE HOUSE CAPITAL, LLC crossed $500M in regulatory AUM ($399.5M -> $532.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.