Little House Capital


Tomorrow Is Today


Our solutions are designed around the way individuals and their families, as well as institutions, work in today’s world. We embrace leading-edge technologies that enable the full integration of investment management and wealth planning into a single seamless solution for our clients. Little House Capital works with key technology providers to bring tomorrow’s wealth solutions into today’s client experience.

Technology Providers


Charles Schwab

Charles Schwab serves as the custodian of your assets at our firm. Schwab boasts over $2 trillion in client assets, with approximately half of those assets held at professional wealth management firms like ours. They do no proprietary trading of their own capital, do not leverage their own balance sheet and maintain extremely low debt levels.



Fidelity serves as the custodian of your assets at our firm and as the platform for our 401k solution. Fidelity provides clearing, custody, trading, and back end technology.



Addepar is a wealth management platform that provides investment professionals with the tools required to manage complex global portfolios. At Addepar’s core is a data aggregation framework that directly integrates with both internal systems and external institutions. The platform supports robust analysis and reporting with a focus on flexibility, accuracy and security.



Refinitiv is a premier set of software products for financial professionals to monitor and analyze financial information. It has the broadest and deepest data sets across asset classes, sectors and geographies and provides access to real time market data, news, fundamental data, analytics, and trading tools.