A complete list of active advisors currently associated with Right Tail Capital LLC
Warmer can help you find a great advisor at Right Tail Capital LLC or one who fits your needs even better.
Right Tail Capital LLC is a small, independent advisory firm founded in 2022 and led by a single owner; it manages about $24.6 million for roughly 57 clients. The firm provides discretionary asset management to individuals (including high-net-worth clients), as well as trusts, estates and corporate or business entities. Right Tail documents client objectives in an Investment Policy Statement and implements individualized portfolios using fundamental analysis, asset allocation and regular portfolio monitoring. The firm offers both traditional percentage-of-assets billing and an alternative performance-based fee arrangement that is available only to clients who meet the firm’s eligibility criteria. Notable differences from many solo independent advisors include a paid subscription newsletter that the firm publishes (clients receive the newsletter at no charge) and the availability of a performance-fee program with an option to be charged on performance only; the brochure discloses the firm’s performance-fee calculation approach and compliance considerations. Right Tail also expressly serves corporate or business clients in addition to individual investors, a client mix that is less common among firms of this size.
To learn more about the advisors currently working at Right Tail Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Henrico, VA
| 10
|
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