Little House Capital, Llc
- Regulatory AUM
- $675M
- Discretionary
- $590M
- Clients
- 253
- Avg AUM / client
- $2.7M
- Accounts
- 722
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Investments (13F portfolio — 112 positions, $387,351,672)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $19,293,368 | 76,021 | 4.98% | 2.86% |
| 2 | Microsoft Corp | COM | $15,844,283 | 42,803 | 4.09% | 2.35% |
| 3 | Alphabet Inc | CAP STK CL A | $13,989,696 | 48,650 | 3.61% | 2.07% |
| 4 | Nvidia Corporation | COM | $13,632,197 | 78,166 | 3.52% | 2.02% |
| 5 | Ishares Tr | CORE S&P MCP ETF | $13,074,152 | 193,605 | 3.38% | 1.94% |
| 6 | Fidelity Covington Trust | ENHANCED SMALL | $12,553,774 | 330,362 | 3.24% | 1.86% |
| 7 | Ishares Tr | MSCI EAFE ETF | $12,431,358 | 127,987 | 3.21% | 1.84% |
| 8 | Amazon Com Inc | COM | $10,989,471 | 52,766 | 2.84% | 1.63% |
| 9 | Ishares Tr | 7-10 YR TRSY BD | $10,843,952 | 113,621 | 2.8% | 1.61% |
| 10 | Broadcom Inc | COM | $10,536,546 | 34,043 | 2.72% | 1.56% |
| 11 | Taiwan Semiconductor Manufac | SPONSORED ADS | $10,362,518 | 30,663 | 2.68% | 1.53% |
| 12 | Ishares Tr | 1 3 YR TREAS BD | $9,567,778 | 115,875 | 2.47% | 1.42% |
| 13 | Johnson & Johnson | COM | $9,237,364 | 37,790 | 2.38% | 1.37% |
| 14 | Jpmorgan Chase & Co | COM | $9,235,439 | 31,396 | 2.38% | 1.37% |
| 15 | Meta Platforms Inc | CL A | $8,172,711 | 14,285 | 2.11% | 1.21% |
| 16 | Ishares Tr | MSCI EMG MKT ETF | $8,145,112 | 143,425 | 2.1% | 1.21% |
| 17 | Walmart Inc | COM | $8,125,140 | 65,378 | 2.1% | 1.2% |
| 18 | Pgim Etf Tr | PGIM ULTRA SH BD | $7,915,301 | 159,905 | 2.04% | 1.17% |
| 19 | Exxon Mobil Corp | COM | $7,168,286 | 42,251 | 1.85% | 1.06% |
| 20 | Vanguard Scottsdale Fds | INT-TERM CORP | $7,027,317 | 84,922 | 1.81% | 1.04% |
| 21 | Goldman Sachs Group Inc | COM | $6,543,365 | 7,735 | 1.69% | 0.97% |
| 22 | Ishares Tr | CORE US AGGBD ET | $6,040,467 | 60,849 | 1.56% | 0.89% |
| 23 | Costco Wholesale Corporation | COM | $5,426,711 | 5,446 | 1.4% | 0.8% |
| 24 | Berkshire Hathaway Inc Del | CL B NEW | $5,374,947 | 11,216 | 1.39% | 0.8% |
| 25 | Spdr Series Trust | STATE STREET SPD | $5,263,900 | 66,581 | 1.36% | 0.78% |
Top 25 of 112 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 56 | $8.3M | 1.23% |
| High net worth individuals | 144 | $518M | 76.7% |
| Pension and profit sharing plans | 5 | $31.9M | 4.72% |
| Charitable organizations | 5 | $35.8M | 5.3% |
| Other investment advisers | 37 | $47.5M | 7.03% |
| Corporations and other businesses | 6 | $33.8M | 5.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Spirit Airlines, Inc. Pilots' Retirement Savings Plan Spirit Airlines, Inc. | 2024 | |
| Worcester Envelope Company Employees' Pension Plan Worcester Envelope Company | 2024 | |
| Radius Financial Group, Inc. 401(k) Employee Savings Plan Radius Financial Group, Inc. | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Cheney Stimson | Founder, Chief Executive Officer, And Chief Investment Officer | Aug 2017 (9y) | 75% or more | |
| Jeremy Sundance David | Partner, Managing Director, And Chief Compliance Officer | CFP | Dec 2017 (9y) | Less than 5% |
| James Reginald Moise | Registered representative | Jul 2021 (5y) | ||
| David Keating Mullen | Registered representative | CFA | Oct 2021 (5y) | |
| Mark Stanley Cross Powers | Registered representative | May 2022 (4y) | ||
| Lynn Kelly | Registered representative | Mar 2024 (2y) | ||
| Luke Antonio Pata | Registered representative | Dec 2025 (1y) | ||
| Richard John Feely | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Spirit Airlines, Inc. Pilots' Retirement Savings Plan | Spirit Airlines, Inc. | 3,199 | $1.2B | 01/01/2024 |
| Worcester Envelope Company Employees' Pension Plan | Worcester Envelope Company | 28 | $6.7M | 01/01/2024 |
| Radius Financial Group, Inc. 401(k) Employee Savings Plan | Radius Financial Group, Inc. | 160 | $19.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $477M (71% of AUM) Mar 2026
- Fidelity Brokerage Services $151M (22% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗