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STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS
Legal name: STEIGERWALD, GORDON & KOCH INC.
CRD 111685File 801-55694
APPROVED
Retail clients
Custody
Filing as of Jul 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.32B
Above cohort median (national)
Discretionary AUM
$1.32B
Clients
709
730 accounts
Employees
15
Top 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 7, 1998
- Principal office
- 893-A HARRISON STREET, S.E., LEESBURG, VA, 20175
- Phone
- 703-777-8826
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.32B
- Discretionary AUM
- $1.32B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 730
- Non-discretionary accounts
- 0
- Total accounts
- 730
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 16 | $10.0M |
| High net worth individuals | 388 | $1.16B |
| Individuals (other than high net worth individuals) | 305 | $156.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 16 | 15 | decreased by1 |
| Apr 1, 2026 | Employees | 17 | 16 | decreased by1 |
| Apr 1, 2026 | Clients | 688 | 709 | increased by21 |
| Apr 1, 2026 | AUM | $1,214,846,098 | $1,322,699,543 | increased by$107,853,445 |
| Apr 1, 2026 | Accounts | 2,290 | 730 | decreased by1,560 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 17 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 577 | 688 | increased by111 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $969,172,113 | $1,214,846,098 | increased by$245,673,985 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,811 | 2,290 | increased by479 |
| Apr 1, 2022 | Employees | 10 | 13 | increased by3 |
| Apr 1, 2022 | Clients | 525 | 577 | increased by52 |
| Apr 1, 2022 | AUM | $790,236,000 | $969,172,113 | increased by$178,936,113 |
| Apr 1, 2022 | Accounts | 525 | 1,811 | increased by1,286 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STEIGERWALD GORDON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STEIGERWALD GORDON” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.