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 privately owned advisory firm that serves individual and family clients. The firm is SEC-registered (2023) and operates as a hybrid business: it provides advisory services while its principals also act as registered representatives of a broker-dealer and as insurance brokers. Client-facing services emphasize financial planning, portfolio management for individuals and small businesses, pension-related consulting, and educational seminars/workshops. Compensation for advisory work is a mix of asset-based fees and fixed fees. Righthand Capital does not identify as an active ESG investor and is not structured as a multi-state advisory network. The firm is organized as an LLC and reports an owner-type of “individual,” indicating a closely held practice.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Michael Kautz
Chief Investment OfficerCRD 6083380
Contacts
1 of 1
Thomas 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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