# Kickpoint Financial, LLC

> Kickpoint Financial, LLC is a state-registered investment advisory firm in Memphis, TN, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 300423
- Filed as: KICKPOINT FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Memphis, TN
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300423
- AdvisorCensus page: https://advisorcensus.com/firm/kickpoint-financial-llc-memphis-tn-300423

## Quick answers

**How is Kickpoint Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kickpoint Financial, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Kickpoint Financial, LLC located?**
Kickpoint Financial, LLC's principal office is in Memphis, TN, according to its Form ADV.

**Is Kickpoint Financial, LLC registered with the SEC or a state?**
Kickpoint Financial, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300423.

**How much does Kickpoint Financial, LLC manage?**
Kickpoint Financial, LLC reports $15,374,563 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary).

**What types of clients does Kickpoint Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10).

**Does Kickpoint Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300423

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $15,374,563
- Discretionary: $15,374,563
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $5 |
| High net worth individuals | 10 | $2,640,963 |
| Corporations or other businesses not listed above | Fewer than 5 | $12,733,595 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kickpointfinancial.com
- LinkedIn @michael-parks-824625a9

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kickpoint Financial, LLC (CRD 300423): Form ADV filing data as of October 2026.