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RIA / WealthAdvisorCertified Financial Planner29 years in industry

GREGORY RYAN SCHICK

Advisor at ASPIRIANT, LLC

LOS ANGELES, CA | San Francisco, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c4c16628-4c17-70c7-c3c2-c91d446e7d3b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Jul 13, 2005 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Gregory Ryan Schick

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ASPIRIANT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 26, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Sep 26, 1996
First registration: Jul 13, 2005
Dual registered: no
Other names: GREGORY SCHICK
IAPD individual key: 2796483

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASPIRIANT, LLC	Independent wealth	Aug 6, 2008	n/a	yes	LOS ANGELES, CA\|San Francisco, CA	Current employment
KFQ INVESTMENT ADVISORS LLC	n/a	Feb 14, 2008	May 20, 2008	no	SAN FRANCISCO, CA	Previous registration
KOCHIS FITZ	n/a	Jul 13, 2005	May 10, 2008	no	SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
KFQ INVESTMENT ADVISORS LLC	ASPIRIANT, LLC	May 20, 2008	Aug 6, 2008	78	Firm change	Other
KOCHIS FITZ	KFQ INVESTMENT ADVISORS LLC	May 10, 2008	Feb 14, 2008	-86	Firm change after gap	Other

Relationships

Registered with (3)

→ ASPIRIANT, LLCRegistered adviserregistration: current employment
Aug 6, 2008 to presentfactForm ADV
→ KFQ INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Feb 14, 2008 to May 20, 2008factForm ADV
→ KOCHIS FITZRegistered adviserregistration: previous registration
Jul 13, 2005 to May 10, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c4c16628-4c17-70c7-c3c2-c91d446e7d3b
First observed: Jul 13, 2005
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GREGORY RYAN SCHICK

Advisor at ASPIRIANT, LLC

LOS ANGELES, CA | San Francisco, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c4c16628-4c17-70c7-c3c2-c91d446e7d3b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:54 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ASPIRIANT, LLC

Independent wealth

Aug 6, 2008

n/a

yes

LOS ANGELES, CA|San Francisco, CA

Current employment

KFQ INVESTMENT ADVISORS LLC

n/a

Feb 14, 2008

May 20, 2008

SAN FRANCISCO, CA

Previous registration

KOCHIS FITZ

n/a

Jul 13, 2005

May 10, 2008

SAN FRANCISCO, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

KFQ INVESTMENT ADVISORS LLC

ASPIRIANT, LLC

May 20, 2008

Aug 6, 2008

Firm change

Other

KOCHIS FITZ

KFQ INVESTMENT ADVISORS LLC

May 10, 2008

Feb 14, 2008

-86

Firm change after gap

Other