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Kickstand Wealth Advisors
Filed as KICKSTAND WEALTH ADVISORS · Legal name Kickstand Ventures, LLC
Kickstand Wealth Advisors is an SEC-registered investment advisory firm in Pittsford, NY, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 18, 2026.
Quick answers
From the filingHow is Kickstand Wealth Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Kickstand Wealth Advisors reports these compensation arrangements: a percentage of assets under its management.
What does Kickstand Wealth Advisors' brochure say about its fees?
Its Form ADV Part 2A brochure dated June 2, 2026 states: Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Kickstand Wealth Advisors located?
Kickstand Wealth Advisors' principal office is in Pittsford, NY, according to its Form ADV.
Is Kickstand Wealth Advisors registered with the SEC or a state?
Kickstand Wealth Advisors is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327022.
How much does Kickstand Wealth Advisors manage?
Kickstand Wealth Advisors reports $633,474,215 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (94% discretionary).
How have Kickstand Wealth Advisors' assets and staff changed since 2023?
In the Form ADV data for Kickstand Wealth Advisors: Regulatory assets under management: $0 in the October 2023 data and $633,474,215 in the October 2026 data. Total employees: 6 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Kickstand Wealth Advisors serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (215); individuals (other than high net worth individuals) (161).
Which custodians does Kickstand Wealth Advisors use?
Kickstand Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Kickstand Wealth Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327022
Does Kickstand Wealth Advisors state an account minimum?
Its Form ADV Part 2A brochure dated June 2, 2026 says: "Kickstand Wealth Advisors generally imposes a minimum portfolio size or a minimum initial investment to open an account of $500,000."
What changed in Kickstand Wealth Advisors' recent Form ADV filings?
In the October 2026 filing data: Registered or notice-filed in WA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)
The brochure's wording
The annual advisory fee ranges from 0.25% to 1.50%.
Account minimum: $500,000
The brochure's wording
Kickstand Wealth Advisors generally imposes a minimum portfolio size or a minimum initial investment to open an account of $500,000.
As stated in the firm's Form ADV Part 2A brochure dated June 2, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$633,474,215 as of October 2026, filing dated September 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Kickstand Ventures, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 7. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
11 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $633,474,215 | 7 | September 18, 2026 |
| October 2025 | $528,360,757 | 7 | April 17, 2025 |
| October 2024 | $453,897,773 | 6 | March 25, 2024 |
| October 2023 | $0 | 6 | July 12, 2023 |
Regulatory assets under management: $0 in the October 2023 data and $633,474,215 in the October 2026 data.
Total employees: 6 in October 2023 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Registered or notice-filed in WA.
- September 2026
- Registered or notice-filed in PA.
- March 2026
- Regulatory assets under management went from $528,360,757 to $633,474,215 (+20%).
- Employees performing advisory functions went from 4 to 5.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Kickstand Wealth Advisors (CRD 327022): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/kickstand-wealth-advisors-pittsford-ny-327022