SourcingSourcing

KICKSTAND VENTURES, LLC

C33
CRD 327022·SEC 801-128193·PITTSFORD, NY
AUM
$633.5M
$500M-$1B
Est. Revenue
$6.3M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KICKSTAND VENTURES, LLC
CRD
327022
SEC file #
801-128193
EIN
871317981
DBA names
Kickstand Wealth Advisors

Economics

AUM
$633.5M
AUM band
$500M-$1B
AUM trajectory
'25'26
$528.4M → $633.5M▲ +20%
Client mix
Individuals High Net Worth215
Individuals Other161

Operations

Employees (total)
7
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
4 advisors → 5 advisors▲ +25%
Primary office
PITTSFORD NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
linkedin.com/company/kickstandwealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GOODCHILD, CHAD, WESTON
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
GOODCHILD, CHAD, WESTON
SCHLICHT, JACOB, WILLIAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:kickstandventures.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002000355
Edgar Registered
Yes
Edgar Filing Count
14
Edgar First Filing Date
2023-11-13
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
12
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0001765380-26-000160

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1250 PITTSFORD VICTOR RD.BLDG. 200, SUITE 290PITTSFORD, NY 14534
Business
1250 PITTSFORD VICTOR RD.BLDG. 200, SUITE 290PITTSFORD, NY 14534
Edgar EIN
871317981
Edgar Recent Filings
13F-HR2026-05-05 · 0001765380-26-000160
13F-HR2026-01-29 · 0001765380-26-000057
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4023880
Trust Company Affiliate
No

People (6)

6
SCHLICHT, JACOB, WILLIAM
IAR · Direct Owner · 62.5%
5072855
GOODCHILD, CHAD, WESTON
IAR · Direct Owner · 62.5%
4023880
Lonny Scott Elfenbein
Executive Officer · 2.5%
2937038
CHRISTINE DIANE FUSARE
IAR
1929092
Devyn Amber Little
IAR
6651688
Corey M Ernisse
IAR
6413140