Kickpoint Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,640,968
Clients
10
100% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$264,097
About
KickPoint Financial serves individual clients — including high-net-worth individuals — as well as trusts, estates, and businesses, operating with a single-advisor model and managing roughly $15.4 million for a small client base. The firm provides comprehensive wealth management and financial planning alongside discretionary portfolio management, typically building ETF-centered portfolios while sometimes using individual stocks or bonds from legacy holdings.
The firm’s investment process is primarily long-term oriented but incorporates fundamental, technical, cyclical, and charting analyses and may trade shorter term for rebalancing or tax reasons. KickPoint Financial manages accounts on a discretionary basis through a recommended qualified custodian and makes use of margin borrowings in client accounts when appropriate, with the associated risks disclosed to clients.
KickPoint Financial is notable among peers for sponsoring a wrap fee program that bundles transaction costs into its advisory fee and for offering performance-based fee arrangements to qualified clients under a high-water mark design. The firm is affiliated with another registered investment adviser under common control and maintains an institutional relationship with its custodian that provides the firm with technology and other economic benefits, which the firm discloses as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
1.00% to 2.00% annually
Performance-based fees up to 20% of gains annually for Qualified Clients with $1,100,000+ under management or $2,200,000 net worth, subject to high-water mark.
Fee-only: Wealth management fees range from 1.00% to 2.00% annually, paid monthly, based on assets under management.
Main office location
Kickpoint Financial, LLC
40 S Main Street, Suite 2550
Memphis TN 38103, United States
Number of offices
1
Most active in
Kickpoint Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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