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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LITTLE HOUSE CAPITAL, LLC

CRD 290070

BRAINTREE, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4febb5d4-442d-bae2-c73d-5fe8f421e104

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 7
On other graphs: 0
Observed: Sep 29, 2017 to Mar 17, 2026
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.78 fund_share=0.07 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $675MItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $590M
Private client RAUM: $526MderivedItem 5.D individuals plus high net worth individuals
Private client share: 78%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $84.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 7
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 722
Individual clients: 56
High net worth clients: 144
Custody, client assets: $175M
SEC number: 801-111981
CIK: 1748814
CRD: 290070
Filings on the tape: 26
First filed: Sep 29, 2017
Latest filed: Mar 17, 2026
Organised: Limited Liability Company, MA
Website: littlehousecapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT CHENEY STIMSON	n/a	BRAINTREE, MA	8	24	3	no
JEREMY SUNDANCE DAVID	Certified Financial Planner	BRAINTREE, MA	8	27	n/a	no
JAMES REGINALD MOISE	n/a	BRAINTREE, MA	5	20	n/a	no
DAVID KEATING MULLEN	Chartered Financial Analyst	BRAINTREE, MA	4	11	n/a	no
MARK STANLEY CROSS-POWERS	n/a	Bedford, NH \| BRAINTREE, MA	4	19	4	no
Lynn Kelly	n/a	BRAINTREE, MA	2	10	n/a	no
Luke Antonio Pata	n/a	BRAINTREE, MA	0	10	n/a	no
Richard John Feely	n/a	BRAINTREE, MA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DAVID, JEREMY, SUNDANCE	PARTNER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER	Na	yes	03/2019	Nov 8, 2017	Jul 12, 2024
STIMSON, ROBERT, CHENEY	FOUNDER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER	E	yes	08/2017	Sep 29, 2017	Jul 12, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Woburn	Ma	United States	1	no
Worcester	Ma	United States	1	no
Bedford	Nh	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$675M	$590M	7	7	3	n/a	n/a
2024	Apr 28, 2025	$601M	$583M	8	8	3	n/a	n/a
2023	Mar 18, 2024	$532M	$517M	8	7	3	n/a	n/a
2022	Mar 16, 2023	$400M	$371M	8	7	3	n/a	n/a
2021	Feb 28, 2022	$339M	$323M	6	5	2	n/a	n/a
2020	Mar 8, 2021	$226M	$224M	7	4	3	n/a	n/a
2019	Mar 30, 2020	$210M	$209M	7	7	3	n/a	n/a
2018	Mar 27, 2019	$211M	$198M	7	7	3	n/a	n/a
2017	Mar 26, 2018	$169M	$158M	7	7	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	12.5%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$675M	$601M	12.3%	$400M	19.1%	7	8	3	3

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
EAST COAST ASSET MANAGEMENT, LLC	2	Jan 26, 2018	Nov 15, 2017	ESSEX, MA	Team lift out	Other	40.0%

Relationships

Registered with (12)

← Richard John FeelyAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← Luke Antonio PataAdvisorregistration: current employment
Dec 3, 2025 to presentfactForm ADV
← Lynn KellyAdvisorregistration: current employment
Mar 26, 2024 to presentfactForm ADV
← MARK STANLEY CROSS-POWERSAdvisorregistration: current employment
May 24, 2022 to presentfactForm ADV
← DAVID KEATING MULLENAdvisorregistration: current employment
Oct 21, 2021 to presentfactForm ADV
← JAMES REGINALD MOISEAdvisorregistration: current employment
Jul 9, 2021 to presentfactForm ADV
← JEREMY SUNDANCE DAVIDAdvisorregistration: current employment
Dec 12, 2017 to presentfactForm ADV
← ROBERT CHENEY STIMSONAdvisorregistration: current employment
Nov 15, 2017 to presentfactForm ADV
← ROBERT BYRON MURPHYAdvisorregistration: previous registration
Nov 15, 2017 to Jan 30, 2026factForm ADV
← SCOTT ANDREW GILLESPIEAdvisorregistration: previous registration
Dec 26, 2019 to May 29, 2020factForm ADV
← MICHAEL CHARLES KOZAKAdvisorregistration: previous registration
Nov 15, 2017 to Jan 30, 2020factForm ADV
← SHAWN MICHAEL MCCARTHYAdvisorregistration: previous registration
Dec 1, 2017 to Apr 3, 2019factForm ADV

Controls (2)

← STIMSON, ROBERT, CHENEYOwnerFOUNDER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER, ownership code E, individual
Sep 29, 2017 to Jul 12, 2024factForm ADV
← DAVID, JEREMY, SUNDANCEOwnerPARTNER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 8, 2017 to Jul 12, 2024factForm ADV

Moved with (1)

← EAST COAST ASSET MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Jan 26, 2018 to Nov 15, 2017factForm ADV

Dated events

Occurred
Jan 30, 2026
Advisor changed firm
Robert Byron Murphy left Little House Capital, Llc for Bluedoor Private Wealth, Llc (registered 2025-12-23)
Form ADVobserved 3 days ago
Occurred
Mar 18, 2024
Regulatory AUM changed
Little House Capital, Llc reported RAUM $532.1M, up 33% from $399.5M (2023-09-28 to 2024-03-18)
Form ADVobserved 3 days ago
$133M
Occurred
Feb 28, 2022
Regulatory AUM changed
Little House Capital, Llc reported RAUM $338.6M, up 50% from $225.6M (2022-02-17 to 2022-02-28)
Form ADVobserved 3 days ago
$113M
Occurred
Mar 8, 2021
Control person left
Reginald James Moise (Member) no longer on Schedule A of Little House Capital, Llc (listed 2020-11-16, absent 2021-03-08)
Form ADVobserved 3 days ago
Occurred
Mar 8, 2021
Control person left
Andrew Scott Gillespie (Member) no longer on Schedule A of Little House Capital, Llc (listed 2020-11-16, absent 2021-03-08)
Form ADVobserved 3 days ago
Occurred
Mar 27, 2019
Control person left
Michael Shawn Mccarthy (Member) no longer on Schedule A of Little House Capital, Llc (listed 2018-03-26, absent 2019-03-27)
Form ADVobserved 3 days ago
Occurred
Sep 29, 2017
First Form ADV filing
Little House Capital, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4febb5d4-442d-bae2-c73d-5fe8f421e104
First observed: Sep 29, 2017
Last observed: Mar 17, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LITTLE HOUSE CAPITAL, LLC

CRD 290070

BRAINTREE, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4febb5d4-442d-bae2-c73d-5fe8f421e104

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:15 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT CHENEY STIMSON

n/a

BRAINTREE, MA

JEREMY SUNDANCE DAVID

Certified Financial Planner

BRAINTREE, MA

n/a

JAMES REGINALD MOISE

n/a

BRAINTREE, MA

n/a

DAVID KEATING MULLEN

Chartered Financial Analyst

BRAINTREE, MA

n/a

MARK STANLEY CROSS-POWERS

n/a

Bedford, NH | BRAINTREE, MA

Lynn Kelly

n/a

BRAINTREE, MA

n/a

Luke Antonio Pata

n/a

BRAINTREE, MA

n/a

Richard John Feely

n/a

BRAINTREE, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DAVID, JEREMY, SUNDANCE

PARTNER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER

yes

03/2019

Nov 8, 2017

Jul 12, 2024

STIMSON, ROBERT, CHENEY

FOUNDER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER

yes

08/2017

Sep 29, 2017

Jul 12, 2024

City

State

Country

Employees

Also broker-dealer

Woburn

United States

Worcester

United States

Bedford

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$675M

$590M

n/a

2024

Apr 28, 2025

$601M

$583M

n/a

2023

Mar 18, 2024

$532M

$517M

n/a

2022

Mar 16, 2023

$400M

$371M

n/a

2021

Feb 28, 2022

$339M

$323M

n/a

2020

Mar 8, 2021

$226M

$224M

n/a

2019

Mar 30, 2020

$210M

$209M

n/a

2018

Mar 27, 2019

$211M

$198M

n/a

2017

Mar 26, 2018

$169M

$158M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

12.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$675M

$601M

12.3%

$400M

19.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

EAST COAST ASSET MANAGEMENT, LLC

Jan 26, 2018

Nov 15, 2017

ESSEX, MA

Team lift out

Other

40.0%