Kovalcik & Geraghty Wealth Partners Llp
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kovalcik & Geraghty Wealth Partners is a small advisory firm that serves individual clients — including high-net-worth individuals and a number of retired or current corporate executives — as well as donor-advised funds. The firm provides financial planning and ongoing portfolio management through discretionary and non-discretionary accounts and uses an independent custodian to execute trades and hold client assets.
Advice is developed through client interviews and detailed financial planning that explicitly addresses family, charitable, and career objectives, with an implementation schedule reviewed with each client. Investment management relies on a mix of fundamental, technical and cyclical analysis and employs a range of strategies, including longer-term buy-and-hold positions, shorter-term trading, option strategies and occasional use of margin when appropriate to a client’s objectives and risk tolerance.
Distinctive aspects include a two-advisor team managing a substantial asset base while maintaining a focus on legacy and charitable planning and serving donor-advised funds in addition to individual clients. Operationally, the firm does not vote client proxies (custodians deliver proxies to clients), maintains a formal Code of Ethics and personal trading policies, and documents privacy and business continuity practices.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fee for financial planning services generally ranges from $2,500 - $10,000
$0 - $1,000,000: 1.25% annually $1,000,001 - $5,000,000: 0.50% annually $5,000,001+: Negotiable
$425 per hour for financial planning services
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $1,562.50 Fee-only: Financial planning fees charged on hourly or fixed-fee basis: $425/hour or $2,500 - $10,000 fixed fee
Main office
See office2074 Arlington Ave
Upper Arlington OH 43221
Advisors at this office
1
Offices (2)
Most active in
Florida · Ohio · Pennsylvania · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Matthew K
Series 63
Bluffton, SC
Kovalcik & Geraghty Wealth Partners Llp
Matthew Kovalcik is a financial advisor at Kovalcik & Geraghty Wealth Partners LLP in Bluffton, SC, with 25 years of industry experience. He holds the Series 63 designation and has worked at Raymond James Financial and M.G. Kovalcik, LLC before joining his current firm in 2012. Kovalcik & Geraghty Wealth Partners is a small advisory firm serving individual clients, including high-net-worth individuals and corporate executives, as well as donor-advised funds. The firm provides financial planning and portfolio management through discretionary and non-discretionary accounts, employing a mix of fundamental, technical, and cyclical analysis alongside various investment strategies tailored to client objectives.
Stephen G
CFP®, Series 63
Upper Arlington, OH
Kovalcik & Geraghty Wealth Partners Llp
Stephen Geraghty is a CFP® with 26 years of industry experience, currently serving as an advisor at Kovalcik & Geraghty Wealth Partners LLP since 2012. He has been involved with the Junior Achievement nonprofit organization since 2004. Kovalcik & Geraghty Wealth Partners is a small advisory firm serving individual clients, including high-net-worth individuals and corporate executives, as well as donor-advised funds. The firm provides financial planning and portfolio management using a combination of fundamental, technical, and cyclical analysis across various strategies tailored to client objectives.
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