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CORRECT CAPITAL WEALTH MANAGEMENT, LLC
CRD 298774File 801-114075
APPROVED
Retail clients
Custody
Filing as of Feb 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$889.3M
Above cohort median (national)
Discretionary AUM
$601.0M
Non-discretionary $288.3M
Clients
466
1,769 accounts
Employees
12
Above cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 28, 2018
- Principal office
- 130 S BEMISTON AVENUE, SUITE 602, CLAYTON, MO, 63105
- Phone
- 314-930-4015
- Website
- https://correctcapital.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $889.3M
- Discretionary AUM
- $601.0M
- Non-discretionary AUM
- $288.3M
- Discretionary accounts
- 1,381
- Non-discretionary accounts
- 388
- Total accounts
- 1,769
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 174 | $623.0M |
| Pension and profit sharing plans | 35 | $165.1M |
| Individuals (other than high net worth individuals) | 257 | $101.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 5 | 12 | increased by7 |
| Mar 1, 2026 | Clients | 459 | 466 | increased by7 |
| Mar 1, 2026 | AUM | $921,472,084 | $889,349,809 | decreased by$32,122,275 |
| Mar 1, 2026 | Accounts | 1,730 | 1,769 | increased by39 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 6 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 385 | 459 | increased by74 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $834,162,334 | $921,472,084 | increased by$87,309,750 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,253 | 1,730 | increased by477 |
| Feb 1, 2022 | Employees | 6 | 8 | increased by2 |
| Feb 1, 2022 | Clients | 336 | 385 | increased by49 |
| Feb 1, 2022 | AUM | $633,509,894 | $834,162,334 | increased by$200,652,440 |
| Feb 1, 2022 | Accounts | 1,153 | 1,253 | increased by100 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CORRECT CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORRECT CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.