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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Catalyst
- Established Date
- 05-01-2023
- Office Locations
- 1
Office Locations
About Kickstand Wealth Advisors
Kickstand Wealth Advisors is an SEC-registered RIA in Pittsford, NY serving clients nationwide with financial planning and wealth management aimed at bringing clarity to complex financial lives. Led by CFP professionals Chad Goodchild and Jacob Schlicht (recognized on Forbes Best-in-State/Next Gen listings), the firm builds portfolios using public funds including ETFs, and supports clients via Schwab custody and Black Diamond reporting.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Chad W Goodchild
Financial Advisor, General Partner, Manager
- CRD
- #4023880
- Ownership
- 50% but less than 75%
JACOB WILLIAM SCHLICHT
Financial Advisor, General Partner, Manager
- CRD
- #5072855
- Ownership
- 50% but less than 75%
Focus legacy
Peak unison
- CRD
- #91768
- Ownership
- 5.0%
Showing 2 of 3 owners & executives
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Corey M Ernisse
Financial Advisor, General Partner
- CRD
- #6413140
CHRISTINE DIANE FUSARE
Director
- CRD
- #1929092
Pioneer capital
Alpha legacy
- CRD
- #70711
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $595,014,586 | $323,906 |
| Non-Discretionary | $38,459,629 | $276,688 |
| Total | $633,474,215 | $320,584 |
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Separately Managed Accounts
Total SMA Asset: $633,474,215
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,393,153,669 | 43.1% |
| Cash | $1,149,420,964 | 14.6% |
| Other | $2,015,423,061 | 25.6% |
| Private Funds | $637,692,453 | 8.1% |
| Equity - Exchange | $677,056,184 | 8.6% |
| Total | $7,872,746,331 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK GLACIER | INSIGHT BEACON | 2NOV5TAI3 | JOJNJ | 10.83% | $64,047,447 |
| ZENITH OAK | ZENITH FRONTIER | IVCXG5HSJ | BPQ | 7.42% | $40,068,122 |
| UNISON CATALYST | VALUE INSIGHT | 95F402RHT | YEH | 2.92% | $99,930,754 |
| FOUNDATION TIMBER SIGNAL | VECTOR MOMENTUM | R3P0WGANY | FZHI | 12.01% | $94,130,053 |
| VALUE MOMENTUM | PEAK EMBER | YYG4D28DW | GRXDU | 9.45% | $3,445,558 |
| SUMMIT CREST VITAL | VECTOR CREST | JQO6L8OKH | JIY | 7.62% | $66,259,864 |
| HARBOR PATHWAY | ELEMENT MOMENTUM | FTTF8S10Y | PNXR | 7.16% | $49,795,872 |
| BEACON FOUNDATION ATLAS | ATLAS CREST | W7KK434ZI | XPB | 6.14% | $84,771,158 |