# Coffeehouse Capital

> Coffeehouse Capital is a state-registered investment advisory firm in Fresno, CA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 317317
- Filed as: COFFEEHOUSE CAPITAL
- Legal name: Coffeehouse Capital LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fresno, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317317
- AdvisorCensus page: https://advisorcensus.com/firm/coffeehouse-capital-fresno-ca-317317

## Quick answers

**How is Coffeehouse Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Coffeehouse Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Coffeehouse Capital located?**
Coffeehouse Capital's principal office is in Fresno, CA, according to its Form ADV.

**Is Coffeehouse Capital registered with the SEC or a state?**
Coffeehouse Capital is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 317317.

**How much does Coffeehouse Capital manage?**
Coffeehouse Capital reports $10,714,098 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Coffeehouse Capital serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10).

**Does Coffeehouse Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317317

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $10,714,098
- Discretionary: $10,714,098
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $2,473,477 |
| High net worth individuals | Fewer than 5 | $8,240,621 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coffeehousecapital.com
- coffeehousewealth.com
- Facebook @coffeehousecapital
- Facebook @tommy.jr.lopez
- Instagram @coffeehousecapital
- LinkedIn @coffeehouse-capital
- LinkedIn @tommylopezjr
- TikTok @coffeehousecapital
- X @coffeehousecap
- X @tommylopezjr
- YouTube @coffeehousecapital

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coffeehouse Capital (CRD 317317): Form ADV filing data as of October 2026.