Kickstand Ventures provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Kickstand Ventures reports 376 clients. They include 215 high-net-worth individuals and 161 individual clients. Of its assets, 93.9% ($595M across 1,837 accounts) are managed with discretion; $38.5M across 139 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 13% |
| High-net-worth individuals | 57% | 86% |
| Pension and profit-sharing plans | Fewer than 5 | 1% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 161 | $79.5M | 12.6% | $494K |
| High-net-worth individuals | 215 | $543M | 85.7% | $2.53M |
| Pension and profit-sharing plans | Fewer than 5 | $8.91M | 1.4% | — |
| Charitable organizations | Fewer than 5 | $1.82M | 0.3% | — |
| Total | 376 | $633M | 100% | — |
- Clients
- 161
- Regulatory AUM
- $79.5M
- AUM share
- 12.6%
- Avg. per client
- $494K
- Clients
- 215
- Regulatory AUM
- $543M
- AUM share
- 85.7%
- Avg. per client
- $2.53M
- Clients
- Fewer than 5
- Regulatory AUM
- $8.91M
- AUM share
- 1.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.82M
- AUM share
- 0.3%
- Avg. per client
- —
Total
- Clients
- 376
- Regulatory AUM
- $633M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Kickstand Ventures charges 0.25%–1.50% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable.
Fee details and sources
Jacob Schlicht owns 50% to 75% of Kickstand Ventures. The leadership team of Kickstand Ventures includes Chief Compliance Officer Lonny Elfenbein. It has 7 employees, 5 of them in advisory roles.
Staff
- 7 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 50% to 75% of Kickstand Ventures, LLC
Jacob Schlicht
Control person · since June 2021
- Owns 50% to 75% of Kickstand Ventures, LLC
Chad Goodchild
Control person · since June 2021
Kickstand Ventures’ regulatory assets grew Infinity× from $0 (July 2023) to $633M (September 2026); employees rose from 6 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $633M | 376 | 7 | 1 |
| Apr 2025April 2025 | $528M | 347 | 7 | 1 |
| Mar 2024March 2024 | $454M | 322 | 6 | 1 |
| Jul 2023July 2023 | $0 | 0 | 6 | 1 |
Besides its headquarters, Kickstand Ventures has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 1250 Pittsford Victor RD.,, BLDG. 200, Suite 290, PittsfordHQ
Contact and registration details
- Legal name
- Kickstand Ventures, LLC
- Headquarters
- 1250 Pittsford Victor RD.,, BLDG. 200, Suite 290, Pittsford, NY 14534
- Website
- kickstandventures.com
- Phone
- 585-382-8600
- @kickstandwealth
- SEC file
- 801-128193
- Founded
- 2021
- Structure
- Delaware LLC
- Fiscal year end
- December
Kickstand Ventures’ named custodian for separately managed accounts is Charles Schwab ($595M). Kickstand Ventures has custody of $181M for 192 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $595M100%
At year end, Kickstand Ventures’ separately managed accounts were mostly in funds (90%). Its reported 13F holdings for the quarter ended 30 June 2026 total $550M across 154 positions; the largest are State Street SPDR Portfolio S&P 500 ETF (9.8%), T. Rowe Price U.S. Equity Research ETF (6.6%) and Vanguard S&P 500 ETF (5.1%).
What the accounts hold
- Stocks2%
- Funds90%
- Registered funds86%
- Pooled vehicles4%
- Cash4%
- Other4%
- Legacy annuities4%
How many clients does Kickstand Ventures have?
Kickstand Ventures has 376 clients and manages $633 million for them, as of September 2026. They include 215 high-net-worth individuals and 161 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 September 2026
What services does Kickstand Ventures offer?
Kickstand Ventures provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Kickstand Ventures charge?
Kickstand Ventures charges 0.25%–1.50% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable.
Source: KICKSTAND VENTURES ADV PART 2A 6.2.26, filed 2 June 2026
Which custodians does Kickstand Ventures use?
Kickstand Ventures’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $595M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 September 2026
How many financial advisors does Kickstand Ventures have?
Kickstand Ventures has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kickstand Ventures invest in?
At the end of its last fiscal year, Kickstand Ventures’ separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 4% pooled vehicles (private funds and similar), 4% cash and equivalents, 4% other and 2% exchange-traded equities. The 4% other category is described as: Legacy Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kickstand Ventures?
Kickstand Ventures’ direct owners are Jacob Schlicht (50% to 75%) and Chad Goodchild (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 September 2026
How does Kickstand Ventures get paid?
Kickstand Ventures is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Kickstand Ventures?
Kickstand Ventures’ main office is at 1250 Pittsford Victor RD.,, BLDG. 200, Suite 290, Pittsford, NY 14534. Its phone number is 585-382-8600. Its website is kickstandventures.com.