L
Littlefield Asset Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$124,215,556
Total clients
54
48% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
54
Average account size
$2,300,288
About
Littlefield Asset Management provides discretionary portfolio management to individual clients, including high‑net‑worth individuals, and tailors portfolios to clients’ financial condition and objectives. The firm reports managing about $124 million across roughly 54 client relationships and states it does not impose a minimum account size for its services.
The firm follows a value‑oriented equity strategy, focusing on purchasing high‑quality, predominantly blue‑chip companies judged to be undervalued, using fundamental analysis and resources such as company annual reports, internet sources, and Value Line; exchange‑traded index funds are used occasionally as complements. Investment horizons are generally long term and the advisory process emphasizes traditional fundamental research and awareness of market, interest‑rate, liquidity and other standard investment risks.
Several operational practices distinguish the firm from many peers: it generally requires clients to use firm‑selected custodians (primarily Charles Schwab, with some assets custodied at Morgan Stanley), and it executes trades on an account‑by‑account basis rather than aggregating orders across clients. The firm also provides quarterly account summaries and an annual report that includes a journal of transactions with tax consequences, and it leaves proxy voting responsibility with clients.
Client services
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Fee options
Negotiable flat fee assessed quarterly for some clients, particularly those with smaller accounts
Most active in
Littlefield Asset Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Georgia
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.
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