KICKPOINT FINANCIAL, LLC

Overview

Kickpoint Financial, LLC is a small, independent registered investment adviser that focuses on portfolio management and financial planning for individuals and small businesses. The firm runs predominantly equity-oriented portfolios and implements a fee model that blends a percentage of assets under management with the option of performance-based fees, suggesting an active, outcome-focused approach for higher-net-worth clients. Kickpoint does not market itself as an ESG investor, nor does it operate as a capital allocator in the sense of running a third‑party allocation platform; its client base is individual and family households. Operationally the firm appears to favor liquid, exchange-traded instruments delivered through an execution-friendly custodian, and it supplements core equity exposure with external managers in hedge funds and traditional mutual funds where appropriate. The advisory mandate is mainly discretionary portfolio management, with integrated financial planning services layered in for its client base.

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Public Holdings

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Location & Offices