# Kovalcik & Geraghty Wealth Partners

Kovalcik & Geraghty Wealth Partners is a Bank / Wealth / Trust based in Upper Arlington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Upper Arlington, United States
- **Region:** North America
- **Address:** Upper Arlington, OH, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** kgwp.com
- **LinkedIn:** https://www.linkedin.com/company/kovalcik-&-geraghty-wealth-partners

## Regulatory record

- **CRD number:** 159811
- **SEC file number:** 801-72943
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-01T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159811

## About

John Kovalcik and Michael Geraghty founded Kovalcik & Geraghty Wealth Partners in 2005, establishing the registered investment adviser in Upper Arlington, Ohio, a wealthy suburb northwest of Columbus. The firm's formation fits the breakaway-broker pattern common in the mid-2000s, when veteran advisors left wirehouses and bank channels to build independent RIAs with greater control over investment selection and client service models. Both founders brought established client relationships to the new venture, creating a base from which they expanded services to individuals, high-net-worth families, and donor-advised fund accounts. The firm's client base draws largely from the Columbus metropolitan area, a market anchored by Ohio State University, Nationwide Insurance, and a concentration of mid-market business owners. Kovalcik & Geraghty provides portfolio management, comprehensive financial planning, and investment management to its client base. The firm's investment approach uses an open-architecture model, selecting from individual securities, mutual funds, and exchange-traded funds to build customized allocations rather than proprietary products. The practice includes tax-loss harvesting and charitable giving optimization — services that align with its donor-advised fund clientele. Client portfolios are designed around individual risk tolerances and income objectives, with a discretionary management mandate that lets the advisers make tactical adjustments without requiring client approval for each trade. The firm maintains a single office in Upper Arlington with no disclosed satellite locations or professional headcount. Kovalcik & Geraghty positions itself with a high-touch, relationship-driven service model rather than scale-driven asset aggregation. The practice does not market a proprietary fund family, institutional separate accounts, or a formal co-investment program that would indicate ambitions beyond personal wealth management. Adjacent structures, including any philanthropic foundation affiliations or corporate trustee relationships, have not been publicly disclosed. The firm's regulatory filings confirm it advises individuals and high-net-worth individuals, with no institutional or ERISA-plan client concentration visible. The firm's structural differentiator is its history as a breakaway RIA built on existing advisory books in a concentrated geographic market. Unlike aggregation platforms or roll-up RIAs, Kovalcik & Geraghty appears to remain a partnership-scale practice where the founders are the primary client-facing advisors. Whether the firm will transition to internal successors, sell to an aggregator, or wind down remains a structural unknown that shapes its long-term posture.

## Sectors

- Wealth Management

## People

- John Kovalcik — Founder
- Michael Geraghty — Founder

## Questions

### Who runs Kovalcik & Geraghty Wealth Partners?

John Kovalcik and Michael Geraghty founded the firm in 2005 and remain the named principals. Public records list them as the firm's key investment and advisory personnel, with no other named senior partners disclosed.

### Where does Kovalcik & Geraghty operate?

The firm's only known office is in Upper Arlington, Ohio, a Columbus suburb. There is no public evidence of additional locations or a multi-state advisory footprint.

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- [Kotys Wealth Professionals](https://altss.com/profile/kotys-wealth-professionals)
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Last updated: 2026-08-11T02:43:31.692Z

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