{"url":"https://nivawealth.com/firms/steigerwald-gordon-and-koch-111685","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111685","regulatoryAum":1322699543,"crd":"111685","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2790564","suffix":null,"lastName":"GORDON","firstName":"JEFFREY","middleName":"ANDREW"},{"crd":"3187310","suffix":null,"lastName":"KARAGEORGE","firstName":"HARRY","middleName":"PETE"},{"crd":"2359709","suffix":null,"lastName":"KOCH","firstName":"DARREN","middleName":"ANTHONY"},{"crd":"2839503","suffix":null,"lastName":"MASCARENAS","firstName":"JENNIFER","middleName":"ADONELIA"},{"crd":"7064894","suffix":null,"lastName":"Morken","firstName":"Madolynn","middleName":"Helen"},{"crd":"2848147","suffix":"JR","lastName":"RANDOLPH","firstName":"ERIC","middleName":"FREEMAN"},{"crd":"7011450","suffix":null,"lastName":"Scrivener","firstName":"Benjamin","middleName":"David"},{"crd":"2613033","suffix":null,"lastName":"STEIGERWALD","firstName":"JOHN","middleName":"STEPHEN"},{"crd":"8292830","suffix":null,"lastName":"Steigerwald","firstName":"Tyler","middleName":"John"}],"total":9,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-16","regulatoryAum":790236000,"clients":525,"employees":10,"offices":1},{"filedOn":"2022-07-12","regulatoryAum":969172113,"clients":577,"employees":13,"offices":1},{"filedOn":"2023-07-25","regulatoryAum":915845852,"clients":627,"employees":14,"offices":4},{"filedOn":"2024-04-04","regulatoryAum":1050589563,"clients":646,"employees":14,"offices":4},{"filedOn":"2025-07-03","regulatoryAum":1214846098,"clients":688,"employees":17,"offices":4},{"filedOn":"2026-07-08","regulatoryAum":1322699543,"clients":709,"employees":15,"offices":3}],"secFileNumber":"801-55694","legalName":"Steigerwald, 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The fee is billed in advance and is negotiable.","source":"ADV PART 2A BROCHURE, filed 19 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Steigerwald, Gordon & Koch use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Steigerwald, Gordon & Koch have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Steigerwald, Gordon & Koch invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Steigerwald, Gordon & Koch?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Steigerwald, Gordon & Koch get paid?","answer":"Steigerwald, Gordon & Koch is paid through a percentage of assets under management, hourly charges and fixed fees. 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