A complete list of active advisors currently associated with Coffeehouse Capital

Warmer can help you find a great advisor at Coffeehouse Capital or one who fits your needs even better.

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.

To learn more about the advisors currently working at Coffeehouse Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.