CRD: 111685
Steigerwald, Gordon & Koch - Wealth Advisors
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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-28-1996
- Office Locations
- 3
Office Locations
About Steigerwald, Gordon & Koch - Wealth Advisors
Steigerwald, Gordon & Koch Wealth Advisors is an independent, fiduciary, fee-only RIA serving clients across D.C., Maryland, Virginia and beyond. The firm provides comprehensive financial planning and discretionary investment management, building personalized portfolios of hand-selected stocks and bonds with in-house portfolio management supported by Bloomberg terminals. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN STEPHEN STEIGERWALD
Chief Executive Officer, Partner
- CRD
- #2613033
- Ownership
- 50% but less than 75%
JEFFREY ANDREW GORDON
Partner, President
- CRD
- #2790564
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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HARRY PETE KARAGEORGE
--
- CRD
- #3187310
JENNIFER ADONELIA MASCARENAS
Financial Planner
- CRD
- #2839503
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,322,699,543 | $1,811,917 |
| Non-Discretionary | $0 | -- |
| Total | $1,322,699,543 | $1,811,917 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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