# Nicholas Loeffelman

> Nicholas Loeffelman is a fee-only financial advisor at Citrine Capital in Huntington Beach, California, who holds the CFP credential. Citrine Capital reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/nicholas-loeffelman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Citrine Capital
- **Based in:** Huntington Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $346.7M across 640 accounts
- **Credentials:** CFP
- **CRD:** 7489058 (https://adviserinfo.sec.gov/individual/summary/7489058)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2022)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.citrinecapitaladvisors.com

## Frequently asked questions

### Is Nicholas Loeffelman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Citrine Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Nicholas charge for financial advice?

Nicholas's firm, Citrine Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Nicholas Loeffelman based?

Nicholas Loeffelman is based in Huntington Beach, California.

### What credentials does Nicholas Loeffelman hold?

Nicholas Loeffelman holds the CFP credential.

### Is Nicholas Loeffelman registered with the SEC?

Yes. Nicholas Loeffelman is registered as an investment adviser representative in CA (CRD 7489058), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Citrine Capital manage?

Citrine Capital reports $346.7M across 640 accounts in assets under management.

### How do I contact Nicholas Loeffelman?

Through Nicholas's website, www.citrinecapitaladvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7489058): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.