Right Tail Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,616,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
57
75% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
57
Average account size
$431,860
About
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.
Client services
Portfolio management
Newsletters or periodicals
Expertise
Active portfolio management
Fee options
1.25% annually
25% of the annual portfolio performance above 6%, negotiable
Newsletter subscription fee $300 per year (waivable; clients receive for free)
Main office location
Right Tail Capital LLC
Henrico VA, United States
Number of offices
1
Most active in
Right Tail Capital LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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