UPPER ARLINGTON, OHCRD 159811Latest ADV April 1, 2026
Kovalcik & Geraghty Wealth Partners Llp is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in Upper Arlington, OH. Its latest Form ADV filing, dated April 1, 2026, reports $299M in regulatory assets under management, 4 employees, 1 office, and 687 accounts.
Assets Under Management
$299M
Employees
4
Offices
1 office
Total Clients
277
Primary office
UPPER ARLINGTON, OH
2074 ARLINGTON AVENUE, UPPER ARLINGTON, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.5% of total clients.
Top client categories% of clientsClients
1
Individuals
62.5%
173
2
HNWI
37.5%
104
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$299Mas of April 1, 2026
Discretionary99.6%
$298M
100% of total RAUM99.6%
Non-discretionary0.4%
$1M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$299M
Total Accounts687
10Y AUM Change+$183M (+157.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee69:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.