Coffeehouse Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,714,098
Clients
10
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$1,071,410
About
Coffeehouse Capital is a fee-only advisory firm that provides investment management and financial planning for individual clients and employer retirement plans, and it also offers ancillary services such as estate planning, coordination of tax return preparation, and access to fee-based annuity options. The firm reports approximately $10.7 million in discretionary assets under management across about ten client relationships and accepts engagements for retirement plan consulting and ongoing plan management for plan sponsors.
The firm develops individualized investment policies and asset-allocation plans using a mix of strategic and tactical approaches, combining passive and active vehicles and, when appropriate, options, margin, and alternative strategies. To implement portfolios it uses outside managers and third‑party platforms and integrations — including Schwab and Altruist managed-account programs, held‑away account connectivity through Pontera, and sub‑advisory trading relationships for specialized strategies.
Compared with many peers, Coffeehouse Capital emphasizes employer retirement-plan services and acts in ERISA fiduciary capacities (including serving as an investment manager under section 3(38) in certain engagements), a service less commonly offered by firms of this type. The firm’s use of option‑based lending via a sub‑advisory relationship and its fintech partnerships for held‑away account management and mortgage-platform access further distinguish its offerings relative to similarly sized independent advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Annuities
Retirement income strategy
Social Security optimization
Wealth management
ESG / Sustainable investing
Fee options
Fixed fees for limited-scope financial planning range from $1,000 to $15,000
$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 for limited scope financial planning and estate planning services
Fee-only: Fixed fees ranging from $1,000 to $15,000; Hourly rate of $300
Main office location
Coffeehouse Capital
8050 N. Palm Avenue, Suite 300
Fresno CA 93711, United States
Number of offices
2
Most active in
Coffeehouse Capital has reported serving >5 clients in these states in the last 12 months.
California
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
YouTube
Website
559-500-2277
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")