SourcingSourcing

STEIGERWALD, GORDON & KOCH INC.

C30
CRD 111685·SEC 801-55694·LEESBURG, VA
AUM
$1.32B
$1B+
Est. Revenue
$13.2M
@ 1% on AUM
Est. EBITDA
$4.0M
@ 30% margin
Est. Deal Value
$31.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STEIGERWALD, GORDON & KOCH INC.
CRD
111685
SEC file #
801-55694
EIN
—
DBA names
Steigerwald, Gordon & Koch - Wealth Advisors

Economics

AUM
$1.32B
AUM band
$1B+
AUM trajectory
'20'26
$584.1M → $1.32B▲ +126%
Client mix
Individuals High Net Worth388
Individuals Other305
Charitable Organizations16

Operations

Employees (total)
16
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
3 advisors → 10 advisors▲ +233%
Primary office
LEESBURG VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/03/2026
ADV-W filed at
—
Website
sgkwealthadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STEIGERWALD, JOHN, STEPHEN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
STEIGERWALD, JOHN, STEPHEN
GORDON, JEFFREY, ANDREW
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SGKWEALTHADVISORS.COM
Rdap Domain Creation Date
2009-03-23T19:31:57Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
7,861
Form 5500 Compensation Trajectory 3y
20257,861
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
7,861
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4862
Soi Zip Pct 200k Plus
0.263
Soi Zip Returns 200k Plus
4,300
Soi Zip Total AGI
2,802,438
Fdic Zip Total Deposits
20,820,773,000
Fdic Zip Branch Count
214
Fdic Zip Top Banks
Wells Fargo Bank, National Association
The Middleburg Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Chevy Chase Bank, F.S.B.Leesburg, VA
First Union National BankLeesburg, VA
Fdic Zip HHI
928.33
Fdic Zip Top Bank Share Pct
17
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-03-23T19:31:57Z
Rdap Domain Last Changed
2021-03-25T13:52:58Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI35,047
Returns3,260
Stub 2
AGI74,560
Returns2,010
Stub 3
AGI106,429
Returns1,710
Soi Zip Total Business Income
75,965
Soi Zip Total Cap Gains
182,960
Soi Zip Total Dividends
52,998
Soi Zip Total Returns
16,350
Top Owner CRD
2613033
Trust Company Affiliate
No

People (10)

10
STEIGERWALD, JOHN, STEPHEN
IAR · Direct Owner · 62.5%
2613033
GORDON, JEFFREY, ANDREW
IAR · Direct Owner · 17.5%
2790564
KOCH, DARREN, ANTHONY
IAR · Direct Owner · 17.5%
2359709
Wiggins, Jennifer, Lauren
Executive Officer · 2.5%
7575220
HARRY PETE KARAGEORGE
IAR
3187310
Madolynn Helen Morken
IAR
7064894
John Ward Seraphin
IAR
6743001
ERIC FREEMAN RANDOLPH
IAR
2848147
Benjamin David Scrivener
IAR
7011450
JENNIFER ADONELIA MASCARENAS
IAR
2839503