RIGHTHAND CAPITAL, LLC

RIASEC RegisteredEst. 2023
Total AUM
$182M
Discretionary
$182M
100% of AUM
Avg account
$852K
Accounts
214
Employees
3
Advisory reps
2

Firm details

Headquarters
WEST NEWTON, Massachusetts
CRD number
307517
Registered since
April 26, 2023
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 56%, Non-Exchange Traded Equities 23%, Other 9%, State & Local Bonds 6%, US Government Bonds 3%, Cash & Cash Equivalents 3%56%
  • 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

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth