Koi Portfolio Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
KOI Portfolio Management, LLC provides wealth management and discretionary investment management to individuals, high‑net‑worth clients, trusts and estates. As of December 31, 2025, the firm reports managing about $63.17 million in discretionary assets for 37 clients and also offers financial planning and retirement‑rollover guidance.
The firm builds customized portfolios using both fundamental and technical analysis and generally pursues a long‑term strategy while retaining flexibility to trade shorter term to meet client objectives or market conditions. Portfolios may include ETFs, mutual funds, individual equities and bonds, and the advisor may employ covered options, cash positions as hedges, and limited partnerships when appropriate.
KOI’s use of options and other derivatives in separately managed accounts—specifically covered options and options contracts noted in the brochure—is an approach that a small minority of independent advisers employ. The firm operates as a solo advisory practice led by a CFA charterholder principal, manages all client assets on a discretionary basis, and maintains an institutional relationship with Schwab for custody and platform support.
Client services
Expertise
Fee options
$0 - $3,000,000: 1.00% annually $3,000,001+: 0.85% annually
Main office
Pensacola FL
Advisors at this office
1
Most active in
Florida · Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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