RIGHT BRAIN MONEY

Overview

Right Brain Money is an independent, individual-owned RIA operating as a limited liability company that combines financial planning with discretionary portfolio management for individuals, families and small institutions. The firm identifies as a capital allocator and offers both portfolio construction and manager selection services, indicating it can build in-house solutions and place client capital with third-party managers when appropriate. Fee arrangements include percentage-of-AUM, fixed fees and other fee structures, which supports both ongoing advisory relationships and project-based planning work. Investment emphasis is on publicly traded equities, with a clear tilt toward exchange-traded instruments. The firm's advisory activities also include selection of other advisers, which points to a blended model: direct management of liquid equity portfolios alongside the ability to source external managers or products to meet client-specific needs. Right Brain Money does not list an ESG focus on its ADV and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices