Custodial Services

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Charles Schwab or Fidelity serve as the custodians of your assets at our firm. The documents on this page breakdown how each custodian protects your assets and how they work for you. In addition, Charles Schwab offers lending services through their bank.

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Fidelity Brochure

Fidelity Brochure

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Pledged Asset Line Fact Sheet

Pledged Asset Line Fact Sheet

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Schwab Brochure

Schwab Brochure

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Little House Capital, LLC

  • 35 Braintree Hill Park
    Suite #100
    Braintree, MA 02184

  • 71 Elm Street
    Worcester, MA 01609

  • 15 Constitution Drive
    Suite 1A
    Bedford, NH 03110

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Little House Capital, LLC was awarded America’s Top Financial Advisory Firms: 2025 on November 19, 2024, for the year 2025. America’s Top Financial Advisory Firms: 2025 was created by Plant-A Insights and Newsweek and is awarded based on a variety of factors that are linked here. Little House Capital, LLC has only provided compensation directly to Plant-A Insights and Newsweek for the licenses of the award and did not provide compensation to be given this award.

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