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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-11-1979
- Office Locations
- 1
Office Locations
About Slocum, Gordon & Co. LLP
Slocum, Gordon & Co. LLP is an independent, partner-owned SEC-registered adviser (est. 1978) delivering highly personalized discretionary portfolio management and related planning for retail and institutional clients, including entrepreneurs. The firm emphasizes conservative risk management and active asset allocation across global markets, shifting among equities, bonds and cash to preserve and enhance capital; portfolios commonly use ETFs and U.S. government/IG fixed income. Custody includes Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
JEFFREY L. GORDON
Owner, PARTNER
- CRD
- #4346932
- Ownership
- 50% but less than 75%
BARCLAY DOUGLAS
Partner
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $219,150,565 | $866,208 |
| Non-Discretionary | $0 | -- |
| Total | $219,150,565 | $866,208 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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