Meeting House Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,348,099
Total clients
12
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$2,529,008
About
Meeting House Capital is an independent, single-advisor registered investment adviser that provides discretionary portfolio management, integrated financial planning (not offered as a standalone service), and investment consulting to individuals, high net worth clients, trusts, estates and other registered investment advisors. The firm manages approximately $30.35 million across a small client base and generally requires a minimum relationship size of $250,000.
Operating as a fiduciary, Meeting House Capital employs fundamental analysis and a primarily long-term investment approach, constructing portfolios that rely largely on individual stocks while selectively using low-cost mutual funds, ETFs, bonds and REITs to meet client objectives. The firm implements discretionary trading, ongoing monitoring, and periodic client reports that include holdings, allocations and performance information.
Distinctive features include the firm’s boutique scale combined with advisory work for other registered investment advisors and an emphasis on concentrated individual-stock portfolios rather than a purely fund-based model. The brochure notes the firm provides performance reporting to clients and discloses that it advertises predecessor performance, hypothetical performance and performance results in its materials — practices that are uncommon among peer independent advisors.
Client services
Financial planning
Portfolio management
Investment consulting
Expertise
Passive / index investing
Concentrated stock management
Real estate investing
General retirement planning
Fee options
$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.
Main office location
Meeting House Capital, LLC
100 Main Street, Suite 110 2
Concord MA 01742, United States
Number of offices
1
Most active in
Meeting House Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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