AUMdb

Righthand Capital, Llc

SEC-registered Insurance-Affiliated · Small ($100M–$1B) CRD 307517 · SEC file 801-127744 · West Newton, MA · www.linkedin.com
☆ Save with Pro ADV data as of Jul 31, 2026
Regulatory AUM
$182M
Discretionary
$182M
Clients
118
Avg AUM / client
$1.5M
Accounts
214
Employees
3

AUM over time

$121M $182M
Mar 27, 2023 Jul 31, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 31, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 30 $3.6M 1.96%
High net worth individuals 88 $179M 98.0%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Thomas Gerard Snow President CFP Jan 2020 (7y) 75% or more
Michael Kautz Chief Compliance Officer Jun 2020 (6y) Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/02/2026 1020 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Fixed fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Pension consulting services
  • Educational seminars/workshops

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.

View current Form ADV (SEC/IAPD) ↗