Steigerwald, Gordon & Koch provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Steigerwald, Gordon & Koch reports 709 clients. They include 388 high-net-worth individuals, 305 individual clients and 16 charitable organizations. Of its assets, 100.0% ($1.32B across 730 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 12% |
| High-net-worth individuals | 55% | 87% |
| Charitable organizations | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 305 | $156M | 11.8% | $513K |
| High-net-worth individuals | 388 | $1.16B | 87.4% | $2.98M |
| Charitable organizations | 16 | $10M | 0.8% | $626K |
| Total | 709 | $1.32B | 100% | $1.87M |
- Clients
- 305
- Regulatory AUM
- $156M
- AUM share
- 11.8%
- Avg. per client
- $513K
- Clients
- 388
- Regulatory AUM
- $1.16B
- AUM share
- 87.4%
- Avg. per client
- $2.98M
- Clients
- 16
- Regulatory AUM
- $10M
- AUM share
- 0.8%
- Avg. per client
- $626K
Total
- Clients
- 709
- Regulatory AUM
- $1.32B
- AUM share
- 100%
- Avg. per client
- $1.87M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Steigerwald, Gordon & Koch charges 0.30%–1.00% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2M | 0.75% |
| $2M–$5M | 0.50% |
| $5M–$10M | 0.40% |
| $10M and above | 0.30% |
Fee details and sources
Other fees
- Financial Planning and Consulting (Stand-Alone)
- Stand-alone financial planning and consulting fees are negotiable, generally $75 to $300 an hour depending on the level and scope of the service.
John Steigerwald owns 50% to 75% of Steigerwald, Gordon & Koch. John Steigerwald is CEO; the leadership team includes President Jeffrey Gordon and Chief Compliance Officer Jennifer Wiggins. It has 15 employees, 9 of them in advisory roles.
Leadership
- John SteigerwaldChief Executive Officer
- Jeffrey GordonPresident
- Darren KochVice President
- Jennifer WigginsChief Compliance Officer
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
- Jeffrey Andrew Gordon
- Harry Pete Karageorge
- Darren Anthony Koch
- Jennifer Adonelia Mascarenas
- Madolynn Helen Morken
- Eric Freeman Randolph JR
- Benjamin David Scrivener
- John Stephen Steigerwald
- Tyler John Steigerwald
Staff
- 15 employees
- 9 in advisory functions
- 8 state-registered reps
- 1 soliciting firm
- Owns 50% to 75% of Steigerwald, Gordon & Koch Inc.
John Steigerwald
Control person · since June 1996
- Owns 10% to 25% of Steigerwald, Gordon & Koch Inc.
Jeffrey Gordon
Control person · since October 2005
- Owns 10% to 25% of Steigerwald, Gordon & Koch Inc.
Darren Koch
Control person · since October 2009
Steigerwald, Gordon & Koch’s regulatory assets grew 1.7× from $790M (March 2021) to $1.32B (July 2026); clients rose from 525 to 709 and employees from 10 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $1.32B | 709 | 15 | 3 |
| July 2025 | $1.21B | 688 | 17 | 4 |
| April 2024 | $1.05B | 646 | 14 | 4 |
| July 2023 | $916M | 627 | 14 | 4 |
| July 2022 | $969M | 577 | 13 | 1 |
| March 2021 | $790M | 525 | 10 | 1 |
Besides its headquarters, Steigerwald, Gordon & Koch has 2 offices (2 private residences, listed without an address), with 1 listed address in Virginia.
Virginia · 1 listed address
- 893-A Harrison Street, S.e., LeesburgHQ
Other business names
Steigerwald, Gordon & Koch has reported 2 other business names to the SEC.
- SGK Wealth Advisors
- Steigerwald, Gordon & Koch Wealth Advisors
Contact and registration details
- Legal name
- Steigerwald, Gordon & Koch Inc.
- Headquarters
- 893-A Harrison Street, S.e., Leesburg, VA 20175
- Website
- sgkwealthadvisors.com
- Phone
- 703-777-8826
- SEC file
- 801-55694
- Founded
- 1996
- Structure
- Virginia corporation
- Fiscal year end
- December
Steigerwald, Gordon & Koch uses Charles Schwab ($1.32B) as custodian for its separately managed accounts. Steigerwald, Gordon & Koch has custody of $2.91M in client assets for 2 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.32B100%
At year end, Steigerwald, Gordon & Koch’s separately managed accounts were mostly in stocks (76%) and bonds (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.01B across 765 positions; the largest are Apple Inc. (5.2%), JP Morgan Chase & Co (3.8%) and Raytheon Technologies Ord (3.4%).
What the accounts hold
- Stocks76%
- Funds3%
- Bonds19%
- Investment grade corporate bonds12%
- U.S. government and agency bonds5%
- State and local bonds2%
- Cash2%
Reported 13F holdings
- $1.01B
- Reported 13F value
- 765
- Positions
- 33.9%
- In the 10 largest
- +3.6%
- Value vs. prior quarter
- Apple Inc.5.2%
- JP Morgan Chase & Co3.8%
- Raytheon Technologies Ord3.4%
- Deere & Co3.3%
- Alphabet Inc. Class A3.2%
- Microsoft Corp.3.1%
- Travelers Companies Inc.3.1%
- Wal-mart Stores Inc.3.0%
- Johnson & Johnson2.9%
- Dick's Sporting Goods2.8%
Together, the ten largest are 33.9% of reported value.
How many clients does Steigerwald, Gordon & Koch have?
Steigerwald, Gordon & Koch has 709 clients and manages $1.32 billion for them, as of July 2026. They include 388 high-net-worth individuals, 305 individual clients and 16 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 July 2026
What services does Steigerwald, Gordon & Koch offer?
Steigerwald, Gordon & Koch provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Steigerwald, Gordon & Koch charge?
Steigerwald, Gordon & Koch charges 0.30%–1.00% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Steigerwald, Gordon & Koch use?
Steigerwald, Gordon & Koch’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.32B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 July 2026
How many financial advisors does Steigerwald, Gordon & Koch have?
Steigerwald, Gordon & Koch has 8 investment adviser representatives registered with state securities authorities, out of 15 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Steigerwald, Gordon & Koch invest in?
At the end of its last fiscal year, Steigerwald, Gordon & Koch’s separately managed accounts held 76% exchange-traded equities, 12% investment grade corporate bonds, 5% U.S. government and agency bonds, 3% registered funds (mutual funds, ETFs, BDCs), 2% state and local bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Steigerwald, Gordon & Koch?
Steigerwald, Gordon & Koch’s direct owners are John Steigerwald (50% to 75%), Jeffrey Gordon (10% to 25%) and Darren Koch (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 8 July 2026
How does Steigerwald, Gordon & Koch get paid?
Steigerwald, Gordon & Koch is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Steigerwald, Gordon & Koch registered with the SEC?
Yes, Steigerwald, Gordon & Koch has been registered with the SEC as an investment adviser since 7 July 1998. Its CRD number is 111685 and its SEC file number is 801-55694.
Source: Form ADV Part 1A, Item 1, filed 8 July 2026; IAPD firm record
How do I contact Steigerwald, Gordon & Koch?
Steigerwald, Gordon & Koch’s main office is at 893-A Harrison Street, S.e., Leesburg, VA 20175. Its phone number is 703-777-8826. Its website is sgkwealthadvisors.com.