Coffeehouse Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,708,833
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$1,244,119
About
The firm provides investment management, financial planning, and retirement plan consulting and management to individuals (including high‑net‑worth clients) and to employer plan sponsors. Its planning offerings include both ongoing comprehensive engagements and limited‑scope or hourly projects, and the firm coordinates estate, tax, and insurance reviews and referrals to third‑party specialists as part of its services.
Investment programs are tailored to each client through goal‑based asset allocation that combines long‑term strategic weights with tactical adjustments and a mix of passive and active investments. The firm routinely uses outside managers and separately managed account programs, recommends custodians such as Charles Schwab and Altruist, and can manage held‑away accounts via a third‑party connectivity platform (Pontera); it also states the ability to facilitate client access to digital‑asset trading through an independent trading platform and qualified custodians.
What is noteworthy relative to peers is the firm’s explicit offering of retirement plan management and retirement plan consulting, including acting in an ERISA fiduciary or 3(38) investment‑manager capacity for certain plans — a service relatively uncommon among independent advisers of this type. The firm’s use of multiple institutional platforms, model marketplace access, held‑away account connectivity, and stated digital‑asset capabilities is also atypical given its reported scale and client base.
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
Fixed fees ranging from $1,000 to $15,000 for limited-scope financial planning
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $15,000,000: 0.55% $15,000,001+: 0.25%
$300 per hour
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.
Main office location
Coffeehouse Capital
8050 N. Palm Avenue, Suite 300
Fresno CA 93711, United States
Number of offices
2
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
YouTube
Website
559-500-2277
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