Kickstand Wealth Advisors
Firm details
- Headquarters
- Pittsford, New York
- CRD number
- 327022
- Registered since
- June 16, 2023
- Website
- kickstandwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.75%
- Individuals12.56%
- Pension & Profit Sharing Plans1.41%
- Charitable Organizations0.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Kickstand Wealth Advisors is an independent, SEC-registered advisory firm organized as an LLC and owned by an individual. The firm bills clients on a percentage-of-AUM basis and positions itself as a capital allocator for individual and family clients. Its stated advisory activities include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, and—per its filings—pension consulting services. Kickstand is not flagged as an active ESG investor and does not report multi-state advisory status. The firm began SEC registration in 2023 and operates as a boutique RIA focused on fee-based wealth management rather than custodial or broker-dealer distribution.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Private Funds4%
- Cash & Cash Equivalents4%
- Other4%
- Exchange Traded Equities2%
Owners & executives
1 of 1
Lonny Elfenbein
Chief Compliance OfficerCRD 2937038
Contacts
3 of 6
Benjamin Forte
Financial ConsultantCRD 7197231
Chad Goodchild
Managing PartnerCRD 4023880
Jacob Schlicht
Managing PartnerCRD 5072855
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 131Active vs passive
$626M in ETFs
55%
$346M
24%
$280M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $53.7M | 611,308 | 8.58% |
Location
Pittsford, NY
Monroe
Location
Pittsford, NY
Headquartered in Pittsford, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 1250 Pittsford Victor Rd
- Time zone
- ET (UTC-5)
- Office locations
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