# Steigerwald, Gordon & Koch - Wealth Advisors

> Steigerwald, Gordon & Koch - Wealth Advisors is an SEC-registered investment advisory firm in Leesburg, VA, registered since 1998, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 8, 2026.

- CRD: 111685
- Filed as: STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS
- Legal name: Steigerwald, Gordon & Koch Inc.
- Also doing business as: SGK WEALTH ADVISORS, STEIGERWALD, GORDON & KOCH  WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Leesburg, VA
- Filing period: October 2026
- Form ADV filing dated: July 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111685
- AdvisorCensus page: https://advisorcensus.com/firm/steigerwald-gordon-and-koch-wealth-advisors-leesburg-va-111685

## Quick answers

**How is Steigerwald, Gordon & Koch - Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Steigerwald, Gordon & Koch - Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Steigerwald, Gordon & Koch - Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated March 19, 2026 states: Hourly rate: $75 to $300 an hour (financial planning and/or consulting services…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Steigerwald, Gordon & Koch - Wealth Advisors located?**
Steigerwald, Gordon & Koch - Wealth Advisors' principal office is in Leesburg, VA, according to its Form ADV.

**Is Steigerwald, Gordon & Koch - Wealth Advisors registered with the SEC or a state?**
Steigerwald, Gordon & Koch - Wealth Advisors is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 111685.

**How much does Steigerwald, Gordon & Koch - Wealth Advisors manage?**
Steigerwald, Gordon & Koch - Wealth Advisors reports $1,322,699,543 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (100% discretionary).

**How have Steigerwald, Gordon & Koch - Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Steigerwald, Gordon & Koch - Wealth Advisors: Regulatory assets under management: $790,236,000 in the October 2021 data and $1,322,699,543 in the October 2026 data, up 67%. Total employees: 10 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Steigerwald, Gordon & Koch - Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (388); individuals (other than high net worth individuals) (305); charitable organizations (16).

**Which custodians does Steigerwald, Gordon & Koch - Wealth Advisors use?**
Steigerwald, Gordon & Koch - Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Steigerwald, Gordon & Koch - Wealth Advisors 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/111685

**Does Steigerwald, Gordon & Koch - Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "For new client relationships, SGK generally prefers a minimum asset level of $600,000 for investment advisory services." "SGK, in its sole discretion, may reduce or waive its minimum asset preference or reduce its investment advisory fee based upon certain criteria including but not limited to: the amount of assets to be managed;"

**What changed in Steigerwald, Gordon & Koch - Wealth Advisors' recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 10 to 9.

## 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 March 19, 2026)

- Account minimum: $600,000 (the brochure says it may be waived or negotiated)

> For new client relationships, SGK generally prefers a minimum asset level of $600,000 for investment advisory services.

> SGK, in its sole discretion, may reduce or waive its minimum asset preference or reduce its investment advisory fee based upon certain criteria including but not limited to: the amount of assets to be managed;

- Hourly rate: $75 to $300 an hour (financial planning and/or consulting services…)

> SGK’s planning and consulting fees are negotiable, but generally are $75 to $300 on an hourly rate basis depending upon the level and scope of the service required and the professionals rendering the service.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $1,322,699,543
- Discretionary: $1,322,699,543
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 305 | $156,315,917 |
| High net worth individuals | 388 | $1,156,372,468 |
| Charitable organizations | 16 | $10,011,158 |

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

### Firm details
- Registered since: 1998 (28 years)
- Employees: 15 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, FL, GA, LA, MD, NC, NY, PA, SC, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- open.spotify.com/show/2JyMKbYHLrPocpRUG1Ck5X
- sgkwealthadvisors.com
- Facebook @SGKWealth
- LinkedIn @steigerwald-gordon-koch-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $790,236,000 | 10 | September 8, 2021 |
| October 2022 | $969,172,113 | 13 | September 9, 2022 |
| October 2023 | $915,845,852 | 14 | July 25, 2023 |
| October 2024 | $1,050,589,563 | 14 | September 23, 2024 |
| October 2025 | $1,214,846,098 | 17 | July 3, 2025 |
| October 2026 | $1,322,699,543 | 15 | July 8, 2026 |

Regulatory assets under management: $790,236,000 in the October 2021 data and $1,322,699,543 in the October 2026 data, up 67%.
Total employees: 10 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 10 to 9.

### April 2026
- Employees performing advisory functions went from 9 to 10.

### January 2026
- No longer registered or notice-filed in AZ, IL, MA, OK, VT, WA, WI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Steigerwald, Gordon & Koch - Wealth Advisors (CRD 111685): Form ADV filing data as of October 2026.