Gordon Lacquement
KOI Portfolio Management · Pensacola, Florida
Gordon Lacquement is a fee-only financial advisor at KOI Portfolio Management in Pensacola, Florida. Gordon charges a percentage of assets (1% a year on the first tier of assets managed).
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Facts
| Firm | KOI Portfolio Management |
|---|---|
| Based in | Pensacola, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $63.2M across 81 accounts |
| SEC registration | Investment adviser representative in FL, GA · CRD 3005625 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | koiportfoliomanagement.com |
How Gordon's firm compares
- KOI Portfolio Management's average account is about $780,000, from its Form ADV (assets managed divided by 81 accounts).
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Questions about Gordon
Is Gordon Lacquement a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gordon holds no broker registration, and KOI Portfolio Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gordon charge for financial advice?
Gordon charges a percentage of assets.
How much does Gordon charge?
According to KOI Portfolio Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Gordon Lacquement based?
Gordon Lacquement is based in Pensacola, Florida.
Is Gordon Lacquement registered with the SEC?
Yes. Gordon Lacquement is registered as an investment adviser representative in FL and GA (CRD 3005625), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does KOI Portfolio Management manage?
KOI Portfolio Management reports $63.2M across 81 accounts in assets under management.
How do I contact Gordon Lacquement?
Through Gordon's website, koiportfoliomanagement.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
- KOI Portfolio Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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