Nicholas Loeffelman
Citrine Capital · Huntington Beach, California
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.
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Facts
| Firm | Citrine Capital |
|---|---|
| Based in | Huntington Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $346.7M across 640 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7489058 |
| Exams passed | Series 65 (2022) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.citrinecapitaladvisors.com |
How Nicholas's firm compares
- Citrine Capital's average account is about $542,000, from its Form ADV (assets managed divided by 640 accounts).
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Questions about Nicholas
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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