Luke Pata
Little House Capital · Braintree, Massachusetts
Luke Pata is a fee-only financial advisor at Little House Capital in Braintree, Massachusetts. Luke focuses on estate & legacy planning. Little House Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Little House Capital |
|---|---|
| Based in | Braintree, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $675.2M across 722 accounts |
| SEC registration | Investment adviser representative in MA · CRD 7434051 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | littlehousecapital.com |
How Luke's firm compares
- Little House Capital's average account is about $935,000, from its Form ADV (assets managed divided by 722 accounts).
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Questions about Luke
Is Luke Pata a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luke holds no broker registration, and Little House Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Luke charge for financial advice?
Luke's firm, Little House Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Luke Pata based?
Luke Pata is based in Braintree, Massachusetts.
What does Luke specialize in?
Luke's specialties include estate & legacy planning.
Is Luke Pata registered with the SEC?
Yes. Luke Pata is registered as an investment adviser representative in MA (CRD 7434051), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Little House Capital manage?
Little House Capital reports $675.2M across 722 accounts in assets under management.
How do I contact Luke Pata?
Through Luke's website, littlehousecapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Little House Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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