Founder, Chief Executive Officer, and Chief Investment Officer · Little House Capital, LLC
Robert C. Stimson
CRD 1704253 · Named on Form ADV at one SEC-registered adviser
At a glance
Little House Capital, LLC, an SEC-registered wealth manager based in Braintree, MA with $675 million in regulatory assets, lists Robert C. Stimson on its Form ADV as Founder, Chief Executive Officer, and Chief Investment Officer, a control person.
Firms and roles
- Little House Capital, LLCFounder, Chief Executive Officer, and Chief Investment OfficerWealth manager · Braintree, MA · $675M in regulatory assets
AtlasMembers
Robert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Jeremy S. DavidPartner, Managing Director, and Chief Compliance Officer, Little House Capital, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.