RIGHTHAND CAPITAL, LLC
Firm details
- Headquarters
- WEST NEWTON, Massachusetts
- CRD number
- 307517
- Registered since
- April 26, 2023
- Website
- righthandcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI98.04%
- Individuals1.96%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Righthand Capital, LLC is a small, client-focused investment adviser and registered representative that concentrates on servicing individuals and families. The firm runs a fee structure that blends a percentage-of-AUM model with fixed-fee engagements and pairs investment management with financial planning, pension consulting for smaller employers, and educational workshops. As both a registered representative of a broker-dealer and an insurance broker, Righthand Capital mixes advisory portfolios with access to insurance-based products and commission-capable platforms when appropriate. Investment activity shows a clear tilt toward liquid, exchange-traded instruments and separately managed accounts, with an emphasis on equities as the primary building block of client portfolios. The firm is not positioned as an ESG investor and operates under a single-state registration profile; its ownership is individual rather than institutional. Service delivery appears tailored to personalized planning and portfolio management for high-net-worth individuals and small business owners rather than institutional capital allocation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Non-Exchange Traded Equities23%
- Other9%
- State & Local Bonds6%
- US Government Bonds3%
Owners & executives
1 of 1Michael Kautz
Chief Investment OfficerCRD 6083380
Contacts
1 of 1THOMAS SNOW
Founder and PresidentCRD 4719360
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEST NEWTON, MA
MIDDLESEX
Location
WEST NEWTON, MA
Headquartered in WEST NEWTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 19 Randlett Park
- Time zone
- ET (UTC-5)
- Office locations
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