DFX Intelligence

RIA Intelligence

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SEC-registered adviser

R•••••••• C••••••• L••

Independent wealth managerWest Newton, MassachusettsCRD 307517SEC 801-127744website IAPD

Latest filing Jul 31, 2026

First filing on the tape Mar 27, 2023 · 14 filings

SEC status approved since Apr 26, 2023

RAUM

$182M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

100%

$182M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$91.2M

derived; firm RAUM over IAPD count

Employees

2 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

14 filings and snapshots on the tape

RAUM$182M as of Jul 31, 2026

Mar 29, 2024$121M then

HNW client RAUM$179M as of Jul 31, 2026

Mar 29, 2024$114M then

State-registered IARs (5.B.3)2 as of Jul 31, 2026

Mar 29, 20242 then

Employees (5.A)3 as of Jul 31, 2026

Mar 29, 20243 then

Private funds: no history

RAUM +47% over the last fiscal yearIARs 2 to 2

Practice profile

derived from the filing of Jul 31, 2026; every figure names its basis

Archetypes, each a printed rule

Solo or small team · one advisor, or a wealth manager with up to three advisors and one office

RAUM per advisor: $91.2MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 59derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $2.0MderivedHNW RAUM over HNW clients
Average account: $851,974derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.5derivedItem 5.A over advisors
Advisors per office: 2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +47%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: +10%derived
Compensation: percentage of assets, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, pension consulting, educational seminarsreportedItem 5.G
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

is an insurance broker or agent (6.A.6)
buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$179M98%
Individuals$3.6M2.0%

Individual clients: 30reported
HNW clients: 88reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 214reported
Financial planning clients: 0reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, fixedreported
Class basis: private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0derived

Advisors registered through the firm

2 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
T••••• G••••• S•••Certified Financial Planner	West Newton, Ma	Jun 2, 2020	22 y	2
M•••••• K••••	West Newton, Ma	Jun 2, 2020	12 y	2

Advisor movement

1 left, 0 joined in 12 months

net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 50% of current headcount1 left over 36 months

Left, latest

E•••••••• N••••• H••••• to E•••••• A••••••• G••••• L••
Mar 31, 2026 · RIA to affiliated broker-dealer or bank

Joined, latest

E•••••••• N••••• H••••• from U•• F•••••••• S••••••• I•••
Apr 5, 2024 · Wirehouse to independent RIA
T••••• G••••• S••• from O•••• F•• I•••
Jun 2, 2020 · Affiliated broker-dealer or bank to independent RIA
M•••••• K•••• from O•••• F•• I•••
Jun 2, 2020 · Affiliated broker-dealer or bank to independent RIA

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

K••••• M••••••• F•••••• · Chief Compliance Officercontrol
since 06/2020 · owns less than 5%
S•••• T•••••• G••••• · Presidentcontrol
since 01/2020 · owns 75% or more

Related persons

Schedule D 7.A

P••••• K••••• S••••••• I••••••••• I•••
broker-dealerreal estatey

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
West Newton, Ma · principal	2	0	0
Natick, Ma	0	0	1

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

RAUM up 25 %Change between filings · filing Apr 2, 2026
RAUM (Item 5.F) moved from $124,015,058 to $182,322,481 (+47.0%) between the annual amendments of 2025-03-28 and 2026-04-02; the peer median change was +15.0% (4548 comparable advisers, 95.0th percentile of changes)
peers: independent wealth managers, $100M to $500M (4,548) · 95% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 197 to 214
Mar 28, 2025 to Mar 31, 2026
Advisory employees · 3 to 2
Mar 28, 2025 to Mar 31, 2026
BD registered reps · 1 to 0
Mar 28, 2025 to Mar 31, 2026
HNW clients · 74 to 88
Mar 28, 2025 to Mar 31, 2026
Individual clients · 33 to 30
Mar 28, 2025 to Mar 31, 2026
Discretionary RAUM · $124M to $182M
Mar 28, 2025 to Mar 31, 2026
HNW RAUM · $116M to $179M
Mar 28, 2025 to Mar 31, 2026
Individual RAUM · $7.6M to $3.6M
Mar 28, 2025 to Mar 31, 2026
RAUM · $124M to $182M
Mar 28, 2025 to Mar 31, 2026
Accounts · 175 to 197
Nov 14, 2024 to Mar 28, 2025
Advisory employees · 2 to 3
Nov 14, 2024 to Mar 28, 2025
HNW clients · 66 to 74
Nov 14, 2024 to Mar 28, 2025
Individual clients · 36 to 33
Nov 14, 2024 to Mar 28, 2025
Financial planning clients · 0 to 0
Nov 14, 2024 to Mar 28, 2025
Discretionary RAUM · $121M to $124M
Nov 14, 2024 to Mar 28, 2025
HNW RAUM · $114M to $116M
Nov 14, 2024 to Mar 28, 2025
Individual RAUM · $7.3M to $7.6M
Nov 14, 2024 to Mar 28, 2025
RAUM · $121M to $124M
Nov 14, 2024 to Mar 28, 2025
Accounts · 139 to 175
Dec 7, 2023 to Mar 29, 2024
HNW clients · 54 to 66
Dec 7, 2023 to Mar 29, 2024
Individual clients · 28 to 36
Dec 7, 2023 to Mar 29, 2024
Discretionary RAUM · $139M to $121M
Dec 7, 2023 to Mar 29, 2024
HNW RAUM · $134M to $114M
Dec 7, 2023 to Mar 29, 2024
Individual RAUM · $4.8M to $7.3M
Dec 7, 2023 to Mar 29, 2024
RAUM · $139M to $121M
Dec 7, 2023 to Mar 29, 2024
HNW clients · 28 to 54
Apr 11, 2023 to Apr 12, 2023
Individual clients · 54 to 28
Apr 11, 2023 to Apr 12, 2023
HNW RAUM · $4.8M to $134M
Apr 11, 2023 to Apr 12, 2023
Individual RAUM · $134M to $4.8M
Apr 11, 2023 to Apr 12, 2023

Signals

2 dated events

E•••••••• N••••• H••••• left R•••••••• C••••••• L•• for E•••••• A••••••• G••••• L•• (registered 2026-05-19)
Mar 31, 2026 · Advisor changed firm · fact
R•••••••• C••••••• L•• filed its initial SEC registration (Form ADV)
Mar 27, 2023 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

R•••••••• C••••••• L•• · Private Equity
shared crd · intermediary

How to reach

public business contact points only, each with its source

Business email: info@righthandcapital.comreportedpublished by the firm, firm site, Sep 16, 2026
Website: RighthandCapital.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: (617) 430-7770reportedpublic record, Form ADV, Jul 31, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $91.2Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026