# Kovalcik & Geraghty Wealth Partners LLP

> 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.

- CRD: 159811
- Filed as: KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Upper Arlington, OH
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159811
- AdvisorCensus page: https://advisorcensus.com/firm/kovalcik-and-geraghty-wealth-partners-llp-upper-arlington-oh-159811

## Quick answers

**How is Kovalcik & Geraghty Wealth Partners LLP compensated?**
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).

**How much does Kovalcik & Geraghty Wealth Partners LLP charge?**
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.

**Where is Kovalcik & Geraghty Wealth Partners LLP located?**
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).

**Is Kovalcik & Geraghty Wealth Partners LLP registered with the SEC or a state?**
Kovalcik & Geraghty Wealth Partners LLP is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159811.

**How much does Kovalcik & Geraghty Wealth Partners LLP manage?**
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).

**How have Kovalcik & Geraghty Wealth Partners LLP's assets and staff changed since 2021?**
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.

**What types of clients does Kovalcik & Geraghty Wealth Partners LLP serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (173); high net worth individuals (104).

**Which custodians does Kovalcik & Geraghty Wealth Partners LLP use?**
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.

**Does Kovalcik & Geraghty Wealth Partners LLP report any disciplinary disclosures?**
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

**What changed in Kovalcik & Geraghty Wealth Partners LLP's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $268,088,748 to $299,142,929 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Flat fee: $2,500 to $10,000 (construction of an initial comprehensive financial plan)

> 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.

- Hourly rate: $425 an hour

> Alternatively, KGWP may charge a $425 hourly rate for such services. All financial planning fees are negotiated on a case-by-case basis

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Financial Services, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $299,142,929
- Discretionary: $297,962,734
- Non-discretionary: $1,180,195

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 173 | $36,780,666 |
| High net worth individuals | 104 | $262,362,263 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OH, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Bluffton, SC

### Websites listed on Form ADV (Item 1.I)
- kgwp.com
- kgwpsouth.com
- LinkedIn linkedin.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $176,273,067 | 6 | March 31, 2021 |
| October 2022 | $220,751,536 | 5 | January 26, 2022 |
| October 2023 | $208,286,573 | 4 | March 31, 2023 |
| October 2024 | $237,139,194 | 4 | May 31, 2024 |
| October 2025 | $268,088,748 | 4 | March 31, 2025 |
| October 2026 | $299,142,929 | 4 | April 1, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $268,088,748 to $299,142,929 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kovalcik & Geraghty Wealth Partners LLP (CRD 159811): Form ADV filing data as of October 2026.