$30.3M Total AUM
$30.3M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ember
- Established Date
- 10-15-2020
- Office Locations
- 1
Office Locations
100 Main Street Suite 110-2 Concord MA
About Meeting House Capital, LLC
Meeting House Capital, LLC is a Concord, MA-based boutique fiduciary RIA providing investment management and financial planning for families, business owners, and institutions, with a long-term, prudent approach. Client portfolios are implemented primarily with ETFs, and the firm reports custody with Charles Schwab.
Team overview
-- AVG AGE
$30.3M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Bridge signal Legacy wave North Ember wave Ember
Client Personas
Harbor pioneer Zenith
Custodian
Delta eagle Crest Oak catalyst
Investment Themes
Value Quantum timber Summit insight
Investment Vehicles
Signal
Services
Value Vertex Horizon fusion Timber zenith Pioneer insight Meridian Catalyst
Technology
Harbor crest
Owner & Executives
OLEG G LITVINENKO
Chief Compliance Officer, Investment Advisor, Managing Partner
- CRD
- #4873374
- Ownership
- 75% or more
(697) 362-1260
bridge.bridge@vectorcapital.com
in linkedin.com/in/ridge-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,348,099 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,348,099 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,348,099
Equity - Exchange:
27.4% Public Funds:
12.5% Equity - OTC:
27.3% Municipal Bonds:
32.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $244,542,212 | 27.4% |
| Public Funds | $111,561,228 | 12.5% |
| Equity - OTC | $243,649,722 | 27.3% |
| Municipal Bonds | $292,736,663 | 32.8% |
| Total | $892,489,825 | 100.0% |