Coffeehouse Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
8050 N. Palm Avenue, Suite 300
Fresno CA 93711
Advisors at this office
1
Most active in
California
Also doing business as
Coffeehouse Capital · Coffeehouse Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)