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COFFEEHOUSE CAPITAL
COFFEEHOUSE CAPITAL LLC
CRD 317317
8050 N. PALM AVENUE, SUITE 300, FRESNO, CA, 93711, United States
Phone
559-500-2277
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.7M
Discretionary AUM
$10.7M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $2.5M |
All web addresses on file
- https://www.linkedin.com/in/tommylopezjr
- https://twitter.com/tommylopezjr
- http://www.coffeehousecapital.com/
- https://www.instagram.com/coffeehousecapital/
- https://twitter.com/coffeehousecap
- https://www.linkedin.com/company/coffeehouse-capital
- https://www.facebook.com/tommy.jr.lopez
- https://www.facebook.com/coffeehousecapital
- https://www.youtube.com/@coffeehousecapital
- https://www.tiktok.com/@coffeehousecapital
- https://www.coffeehousewealth.com
Official SEC filing: View on IAPD