# Correct Capital Wealth Management, LLC

> Correct Capital Wealth Management, LLC is an SEC-registered investment advisory firm in Clayton, MO, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 298774
- Filed as: CORRECT CAPITAL WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Clayton, MO
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298774
- AdvisorCensus page: https://advisorcensus.com/firm/correct-capital-wealth-management-llc-clayton-mo-298774

## Quick answers

**How is Correct Capital Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Correct Capital Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Correct Capital Wealth Management, LLC located?**
Correct Capital Wealth Management, LLC's principal office is in Clayton, MO, according to its Form ADV.

**Is Correct Capital Wealth Management, LLC registered with the SEC or a state?**
Correct Capital Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298774.

**How much does Correct Capital Wealth Management, LLC manage?**
Correct Capital Wealth Management, LLC reports $889,349,809 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (68% discretionary).

**How have Correct Capital Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Correct Capital Wealth Management, LLC: Regulatory assets under management: $633,509,894 in the October 2021 data and $889,349,809 in the October 2026 data, up 40%. Total employees: 6 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Correct Capital Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (257); high net worth individuals (174); pension and profit sharing plans (but not the plan participants or government pension plans) (35).

**Which custodians does Correct Capital Wealth Management, LLC use?**
Correct Capital Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Correct Capital Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298774

**Does Correct Capital Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 27, 2026 says: "Our Firm maintains a $500,000 minimum in aggregate investable assets. In certain instances, at the discretion of our Firm, this minimum may be waived."

**What changed in Correct Capital Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 5 to 8. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Our Firm maintains a $500,000 minimum in aggregate investable assets. In certain instances, at the discretion of our Firm, this minimum may be waived.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $889,349,809
- Discretionary: $601,040,665
- Non-discretionary: $288,309,144

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 257 | $101,256,964 |
| High net worth individuals | 174 | $622,961,278 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 35 | $165,131,567 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, KS, LA, MO, NC, NE, NY, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- correctcapital.com
- Instagram @colincorrectcap
- LinkedIn @correct-capital-wealth-management
- YouTube youtube.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $633,509,894 | 6 | September 14, 2021 |
| October 2022 | $834,162,334 | 8 | May 27, 2022 |
| October 2023 | $646,448,163 | 6 | February 16, 2023 |
| October 2024 | $806,536,678 | 5 | March 26, 2024 |
| October 2025 | $921,472,084 | 6 | March 31, 2025 |
| October 2026 | $889,349,809 | 12 | February 27, 2026 |

Regulatory assets under management: $633,509,894 in the October 2021 data and $889,349,809 in the October 2026 data, up 40%.
Total employees: 6 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 5 to 8.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 6 to 5.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Correct Capital Wealth Management, LLC (CRD 298774): Form ADV filing data as of October 2026.