$10.7M Total AUM
$10.7M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vital peakQuantum focus +more
- Established Date
- 11-30-2021
- Office Locations
- 1
Office Locations
8050 N. Palm Avenue Suite 300 Fresno CA
About Coffeehouse Capital
Coffeehouse Capital is a fee-only fiduciary RIA led by CFP®/CRPC® founder Tommy Lopez, providing virtual financial planning and ongoing investment management for busy professionals, pre-retirees, and retirees. Engagements can be ongoing or hourly/project-based. Portfolios emphasize disciplined asset allocation using ETFs and public funds, with custody including Charles Schwab.
Team overview
39 AVG AGE
$10.7M AVG AUM / ADVISOR
$892.8K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Peak Radial legacy Alpha Foundation
Client Personas
Fusion oak Alpha
Custodian
Peak Matrix Optima Meridian vector Fusion Zenith horizon
Investment Themes
Element matrix Summit atlas Signal Radial capital Crest Capital
Investment Vehicles
Eagle
Platform
Timber Capital fusion
Services
Pioneer Radial alpha Zenith Value Signal north Value Beacon wave Peak catalyst Crest Glacier
Technology
North horizon Radial zenith Horizon alpha Zenith
Owner & Executives
TOMMY LOPEZ JR
Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner, President
- CRD
- #5586802
- Ownership
- 75% or more
(578) 719-7902
ridge.beacon@quantumcapital.com
in linkedin.com/in/focus-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,714,098 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,714,098 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,714,098
Public Funds:
24.3% Equity - Exchange:
14.2% Cash:
31.4% Corporate - Investment Grade:
30.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $303,794,729 | 24.3% |
| Equity - Exchange | $177,526,138 | 14.2% |
| Cash | $392,557,798 | 31.4% |
| Corporate - Investment Grade | $376,305,404 | 30.1% |
| Total | $1,250,184,069 | 100.0% |