KICKPOINT FINANCIAL, LLC

KICKPOINT FINANCIAL, LLC of MEMPHIS, TN is an SEC-registered investment adviser (CRD 300423). Regulatory assets under management: $15.4M.

Registration

• CRD: 300423
• Type: Registered investment adviser
• Location: 40 S MAIN STREET, MEMPHIS, TN, 38103
• Phone: 713-515-6336
• Latest filing: 2026-02-20
• Regulatory AUM: $15.4M
• Discretionary AUM: $15.4M
• Clients: 2
• Accounts: 24

Business model

Compensation: % of AUM, Performance.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300423 on SEC IAPD (source of record)
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