Oleg Litvinenko
Meeting House Capital · Concord, Massachusetts
Oleg Litvinenko is a fee-only financial advisor at Meeting House Capital in Concord, Massachusetts, who holds the CFA credential. Oleg charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, family wealth transfer and founders (pre-exit).
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Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | Meeting House Capital |
|---|---|
| Based in | Concord, Massachusetts |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $30.3M across 32 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 4873374 |
| Exams passed | Series 63 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.meetinghousecapital.com |
| Profile |
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Questions about Oleg
Is Oleg Litvinenko a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Oleg holds no broker registration, and Meeting House Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Oleg charge for financial advice?
Oleg charges a percentage of assets.
How much does Oleg charge?
According to Meeting House Capital's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Oleg Litvinenko based?
Oleg Litvinenko is based in Concord, Massachusetts.
What does Oleg specialize in?
Oleg's specialties include retirement planning, family wealth transfer and founders (pre-exit). Oleg works with founders and multi-generational families.
What credentials does Oleg Litvinenko hold?
Oleg Litvinenko holds the CFA credential.
Is Oleg Litvinenko registered with the SEC?
Yes. Oleg Litvinenko is registered as an investment adviser representative in MA (CRD 4873374), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meeting House Capital manage?
Meeting House Capital reports $30.3M across 32 accounts in assets under management.
How do I contact Oleg Litvinenko?
Through Oleg's website, www.meetinghousecapital.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
- Meeting 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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