Kickstand Ventures, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 327022
· SEC file 801-128193
· Pittsford, NY
· linkedin.com
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ADV data as of Jun 02, 2026
- Regulatory AUM
- $633M
- Discretionary
- $595M
- Clients
- 376
- Avg AUM / client
- $1.7M
- Accounts
- 1,976
- Employees
- 7
AUM over time
$0
$633M
May 2023
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 161 | $79.5M | 12.6% |
| High net worth individuals | 215 | $543M | 85.7% |
| Pension and profit sharing plans | Fewer than 5 clients | $8.9M | 1.41% |
| Charitable organizations | Fewer than 5 clients | $1.8M | 0.29% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chad W Goodchild | Member And Manager | CFP | Jun 2021 (5y) | 50% – 75% |
| Jacob William Schlicht | Member And Manager | CFP | Jun 2021 (5y) | 50% – 75% |
| Elfenbein, Lonny, Scott | Chief Compliance Officer | May 2023 (3y) | Less than 5% | |
| Christine Diane Fusare | Registered representative | Sep 2023 (3y) | ||
| Corey M Ernisse | Registered representative | CFP | Sep 2023 (3y) | |
| Devyn Amber Little | Registered representative | CFP | Sep 2023 (3y) | |
| Benjamin Clayton Forte | Registered representative | CFP | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 915 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $595M (94% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 02, 2026.
View current Form ADV (SEC/IAPD) ↗