Advisor at Meeting House Capital, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Meeting House Capital, LLC
Location
Concord, MA 01742
Credentials
CFA®, Series 63
Industry experience
5 years
Oleg Litvinenko is a CFA charterholder and Series 63 licensee with five years of industry experience. He has worked at Meeting House Capital, LLC since 2020 and previously at Cobblestone Capital Advisors, LLC from 2016 to 2020. Meeting House Capital provides discretionary portfolio management, integrated financial planning, and investment consulting primarily to individuals, trusts, estates, and other registered investment advisers. The firm employs a long-term, fundamental-analysis driven investment approach, tailoring portfolios to client goals and risk tolerance while utilizing a mix of individual stocks, mutual funds, ETFs, bonds, and REITs.
Based on Meeting House Capital, LLC
Based on Meeting House Capital, LLC
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $5,000,000: 0.50% annually $5,000,001+: 0.30% annually
Account minimum: $250,000 Fee-only: Fixed fees for investment consulting services; fees are negotiated and paid quarterly in advance.
100 Main Street, Suite 110 2
Concord, MA 01742
Massachusetts
Meeting House Capital, LLC
2020 - Present (6 years)
Cobblestone Capital Advisors, LLC
2016 - 2020 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 65
Cambridge, MA
Peabody River Asset Management, LLC
Series 65
Wayland, MA
Levin Financial Planning
Series 65
Arlington, MA
Aztec Capital LLC
Series 63, Series 65
Reading, MA
MS Financial Services, LLC
CFP®, Series 65
Wellesley, MA
Curtin Financial Management, Inc.
Series 65
Newton Upper Falls, MA
Fabco Investment Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")