KICKSTAND WEALTH ADVISORS

RIASEC RegisteredEst. 2023
Total AUM
$633M
Discretionary
$595M
94% of AUM
Avg account
$321K
Accounts
1,976
Employees
7
Advisory reps
6

Firm details

Headquarters
PITTSFORD, New York
CRD number
327022
Registered since
June 16, 2023
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

FINTRX

Overview

Kickstand Wealth Advisors is an independent, LLC-structured registered investment adviser that began SEC registration in 2023 and is owned by an individual. The firm focuses on fee-based wealth management for individuals and families, charging a percentage of assets under management and offering financial planning, portfolio management for both individuals and small businesses, pension consulting, and the selection of other advisers. The firm identifies as a capital allocator and uses third-party managers in its programing. It does not position itself as an active ESG investor and is not registered as a multi-state adviser. The advisory model emphasizes outsourced manager selection alongside in-house planning and portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 86%, Private Funds 4%, Cash & Cash Equivalents 4%, Other 4%, Exchange Traded Equities 2%86%
  • 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 5
  • Chad Goodchild

    Managing PartnerCRD 4023880

  • JACOB SCHLICHT

    Managing PartnerCRD 5072855

  • Devyn Little

    Senior Wealth PlannerCRD 6651688

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 120

Active vs passive

$569M in ETFs

Passive

61%

$349M

Active

14%

$220M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$63.4M828,24711.15%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth