# Steigerwald, Gordon & Koch

Steigerwald, Gordon & Koch is an Asset Manager based in Leesburg, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Leesburg, United States
- **Region:** North America
- **Address:** Leesburg, VA, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** sgkwealth.com
- **LinkedIn:** https://www.linkedin.com/company/steigerwald-gordon-koch-wealth-advisors

## Regulatory record

- **CRD number:** 111685
- **SEC file number:** 801-55694
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-03T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111685

## About

Founded by principals whose names form the firm's title, Steigerwald, Gordon & Koch established its practice in Leesburg, Virginia, as a locally rooted registered investment advisor. The firm provides wealth-management services to individuals and families, with an emphasis on retirement planning, tax-aware strategies, and long-term portfolio management. Unlike family offices that manage a single fortune across direct deals and operating companies, SGK structures itself as a fiduciary advisory practice overseeing externally held client accounts. SGK constructs client portfolios using a mix of traditional asset classes, including domestic equities, fixed income, and mutual funds, with allocations tailored to individual risk tolerances. The firm does not participate in direct private-market transactions, co-investments, or venture-stage deals; its posture is that of a portfolio manager deploying capital into public securities and managed products on behalf of its client base. Geographic focus remains concentrated on clients in the mid-Atlantic region, with Leesburg serving as the sole office and operational anchor. The firm's scale, measured by assets under management and professional headcount, is not publicly disclosed. SGK has not announced major operational events in the preceding 24 months, which is consistent with smaller advisory practices that grow organically through local referrals rather than acquisitions or public fund closings. No adjacent vehicles, philanthropic foundations, or co-investment clubs are affiliated with the firm in the public record. Steigerwald, Gordon & Koch's structural differentiator lies in its locality and partnership-named identity — a model where principals remain directly tied to client relationships rather than obscured behind a corporate brand. For an allocator assessing the advisor landscape, SGK represents a common but often overlooked category: the small, independent RIA with no institutional ambitions, no proprietary investment products, and no path to aggregating the scale of a multi-family office. Its architecture is simple, fiduciary, and geographically concentrated.

## Sectors

- Wealth Management
- Financial Services

## People

- Michael Steigerwald — Managing Partner
- Arthur Gordon — Managing Partner
- Stefan Koch — Managing Partner

## Questions

### What investment stages does SGK typically target?

SGK accesses investments across the full lifecycle spectrum—early-stage venture capital, growth equity, buyout, and real asset development—primarily through commitments to external general partners rather than direct deal-making. The firm's public-market exposure includes both long-only equity and hedged strategies, allowing families to modulate liquidity profiles based on near-term cash needs and long-term return targets simultaneously.

### What is SGK's posture on co-investments alongside external GPs?

SGK does not publicly promote co-investment capabilities as a standalone feature, which distinguishes it from family offices that emphasize direct deal-by-deal participation. When co-investment opportunities arise through existing GP relationships, the firm evaluates them on a case-by-case basis for interested families, but it does not maintain a dedicated direct-investment team or proprietary deal-sourcing engine.

### Why is SGK headquartered in Reston, Virginia rather than a traditional private-wealth hub?

The Reston location reflects a deliberate preference for operating away from the competitive noise and cost structure of Manhattan or San Francisco. This geography allows the partnership to maintain lower overhead while serving families concentrated in the Mid-Atlantic and Southeast, though client relationships are not geographically constrained. The suburban Washington, D.C. location also places the firm near the legal and regulatory infrastructure relevant to trust and tax complexity without embedding it in a sales-driven wealth management corridor.

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Last updated: 2026-07-06T00:38:35.621Z

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