{
  "crd_number": 159811,
  "slug": "kovalcik-and-geraghty-wealth-partners-llp-upper-arlington-oh-159811",
  "primary_business_name": "KOVALCIK & GERAGHTY WEALTH PARTNERS LLP",
  "legal_name": "KOVALCIK & GERAGHTY WEALTH PARTNERS LLP",
  "dbas": [],
  "city": "Upper Arlington",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "18140",
  "metro": {
    "cbsa_code": "18140",
    "common_name": "Columbus",
    "msa_name": "Columbus, OH",
    "path": "/advisors/oh/columbus"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-01-04",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 299142929.0,
  "raum_discretionary": 297962734.0,
  "raum_non_discretionary": 1180195.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 36780666.0,
      "count": 173
    },
    "high_net_worth_individuals": {
      "raum": 262362263.0,
      "count": 104
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "OH",
    "PA",
    "SC",
    "TX"
  ],
  "websites": [
    "https://kgwp.com",
    "https://kgwpsouth.com",
    "https://linkedin.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159811",
  "city_as_filed": "UPPER ARLINGTON",
  "url": "https://advisorcensus.com/firm/kovalcik-and-geraghty-wealth-partners-llp-upper-arlington-oh-159811",
  "display_name": "Kovalcik & Geraghty Wealth Partners LLP",
  "summary": "Kovalcik & Geraghty Wealth Partners LLP is an SEC-registered investment advisory firm in Upper Arlington, OH, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Kovalcik & Geraghty Wealth Partners LLP (CRD 159811): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Kovalcik & Geraghty Wealth Partners LLP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Kovalcik & Geraghty Wealth Partners LLP reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Kovalcik & Geraghty Wealth Partners LLP charge?",
      "a": "Its Form ADV Part 2A brochure dated April 1, 2026 states: Flat fee: $2,500 to $10,000 (construction of an initial comprehensive financial plan); Hourly rate: $425 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Kovalcik & Geraghty Wealth Partners LLP located?",
      "a": "Kovalcik & Geraghty Wealth Partners LLP's principal office is in Upper Arlington, OH, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Kovalcik & Geraghty Wealth Partners LLP registered with the SEC or a state?",
      "a": "Kovalcik & Geraghty Wealth Partners LLP is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159811."
    },
    {
      "q": "How much does Kovalcik & Geraghty Wealth Partners LLP manage?",
      "a": "Kovalcik & Geraghty Wealth Partners LLP reports $299,142,929 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Kovalcik & Geraghty Wealth Partners LLP's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Kovalcik & Geraghty Wealth Partners LLP: Regulatory assets under management: $176,273,067 in the October 2021 data and $299,142,929 in the October 2026 data, up 70%. Total employees: 6 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Kovalcik & Geraghty Wealth Partners LLP serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (173); high net worth individuals (104)."
    },
    {
      "q": "Which custodians does Kovalcik & Geraghty Wealth Partners LLP use?",
      "a": "Kovalcik & Geraghty Wealth Partners LLP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Kovalcik & Geraghty Wealth Partners LLP report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159811"
    },
    {
      "q": "What changed in Kovalcik & Geraghty Wealth Partners LLP's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Regulatory assets under management went from $268,088,748 to $299,142,929 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 176273067.0,
      "total_employees": 6,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 220751536.0,
      "total_employees": 5,
      "filing_date": "2022-01-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 208286573.0,
      "total_employees": 4,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 237139194.0,
      "total_employees": 4,
      "filing_date": "2024-05-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 268088748.0,
      "total_employees": 4,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 299142929.0,
      "total_employees": 4,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Regulatory assets under management went from $268,088,748 to $299,142,929 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 1, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $2,500 to $10,000 (construction of an initial comprehensive financial plan)",
      "Hourly rate: $425 an hour"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,500 to $10,000 (construction of an initial comprehensive financial plan)"
        ],
        "quotes": [
          "A one-time fee for the construction of an initial comprehensive financial plan generally ranges from $2,500 - $10,000, depending on the complexity of the client's financial and personal situation and the depth of the analysis."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $425 an hour"
        ],
        "quotes": [
          "Alternatively, KGWP may charge a $425 hourly rate for such services.  All financial planning fees are negotiated on a case-by-case basis"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 2500.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "construction of an initial comprehensive financial plan"
        },
        {
          "kind": "hourly",
          "amount": 425.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "such services"
        }
      ]
    },
    "quotes": [
      "A one-time fee for the construction of an initial comprehensive financial plan generally ranges from $2,500 - $10,000, depending on the complexity of the client's financial and personal situation and the depth of the analysis.",
      "Alternatively, KGWP may charge a $425 hourly rate for such services.  All financial planning fees are negotiated on a case-by-case basis"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James Financial Services, Inc.",
      "name_as_filed": "RAYMOND JAMES FINANCIAL SERVICES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/kovalcik-and-geraghty-wealth-partners-llp-upper-arlington-oh-159811.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 173,
      "fewer_than_5": false,
      "raum": 36780666.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 104,
      "fewer_than_5": false,
      "raum": 262362263.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159811",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}