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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Element bridgeFusion
- Established Date
- 11-02-2017
- Office Locations
- 2
Office Locations
About Little House Capital, LLC
Little House Capital is an independent, fee-only advisory firm offering wealth management, institutional/OCIO, and corporate retirement services for individuals and organizations. Investment work emphasizes ETF-based portfolios and asset allocation, with fixed income and alternative exposures where appropriate. The firm publishes market insights and a quarterly chartbook, custodies with Schwab and Fidelity, and was named to Newsweek’s 2026 Top Financial Advisory Firms.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT CHENEY STIMSON
Chief Executive Officer, Chief Investment Officer, FOUNDER
- CRD
- #1704253
- Ownership
- 75% or more
JEREMY SUNDANCE DAVID
Chief Compliance Officer, Managing Director, PARTNER
- CRD
- #3207352
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MARK STANLEY CROSS-POWERS
Wealth Management Advisor
- CRD
- #5110677
Richard John Feely
--
- CRD
- #8258731
Frontier matrix
Horizon radial radial
- CRD
- #78440
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $589,925,742 | $885,774 |
| Non-Discretionary | $85,320,167 | $1,523,574 |
| Total | $675,245,909 | $935,244 |
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Separately Managed Accounts
Total SMA Asset: $675,245,909
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $703,085,013 | 8.0% |
| Corporate - Investment Grade | $2,513,528,920 | 28.6% |
| Public Funds | $1,124,936,020 | 12.8% |
| U.S. Government/Agency | $1,300,707,274 | 14.8% |
| Cash | $1,880,752,409 | 21.4% |
| Municipal Bonds | $1,265,553,023 | 14.4% |
| Total | $8,788,562,659 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON BEACON | MOMENTUM RADIAL | YJPOZAQNZ | KCVRN | 1.87% | $83,634,629 |
| VITAL HORIZON | INSIGHT FRONTIER | UGXFOFKJT | TXE | 7.96% | $91,628,393 |
| MERIDIAN CATALYST | CREST QUANTUM | PBAGL6LOG | PYNOM | 9.84% | $58,966,271 |
| UNISON ELEMENT RADIAL | MOMENTUM BEACON | WE1YP3T13 | WZS | 10.96% | $7,621,563 |
| RADIAL PATHWAY | ZENITH RADIAL | L05O8NMJN | XVNX | 11.64% | $17,742,509 |
| VALUE BEACON | SIGNAL FOUNDATION | JA87VBQBY | GVGYG | 6.97% | $72,655,520 |
| BRIDGE FUSION | HARBOR SIGNAL | ULKBSYSVM | AZVRC | 11.69% | $98,133,336 |
| PEAK SIGNAL | FRONTIER NORTH | AX1E3JK5Y | DESII | 6.59% | $61,293,811 |