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LITTLEFIELD ASSET MANAGEMENT, INC.

CRD 109602File 801-132943
APPROVED
Retail clients
Disclosure events
Filing as of May 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$141.1M
Bottom 25% of cohort (national)
Discretionary AUM
$141.1M
Clients
54
114 accounts
Employees
1

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
ARO
Registration date
Jun 6, 2025
Principal office
Not reported
Phone
404-808-5414
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$141.1M
Discretionary AUM
$141.1M
Non-discretionary AUM
$0
Discretionary accounts
114
Non-discretionary accounts
0
Total accounts
114
AUM per client
$2.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals15$6.4M
Individuals (other than high net worth individuals)39$134.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11D2
  • Q11D3

Filed changes

DateFieldFromToChange
Apr 1, 2026AUM$124,215,556$141,077,612increased by$16,862,056
Apr 1, 2026Accounts112114increased by2
Dec 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “LITTLEFIELD ASSET” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LITTLEFIELD ASSET” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.