RIGHTHAND CAPITAL, LLC

C49
CRD 307517·SEC 801-127744·WEST NEWTON, MA
AUM
$182.3M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$547K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RIGHTHAND CAPITAL, LLC
CRD
307517
SEC file #
801-127744
EIN
DBA names

Economics

AUM
$182.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$124.0M → $182.3M▲ +47%
Client mix
Individuals High Net Worth88
Individuals Other30

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
3 advisors → 2 advisors▼ -33%
Primary office
WEST NEWTON MA
Branches

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingEducational Seminars Workshops
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/02/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SNOW, THOMAS, GERARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SNOW, THOMAS, GERARD
KAUTZ, MICHAEL, FRANCIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4719360
Trust Company Affiliate
No