Correct Capital Wealth Management, LLC
Firm details
- Headquarters
- Clayton, Missouri
- CRD number
- 298774
- Registered since
- September 28, 2018
- Website
- correctcap.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI70.05%
- Pension & Profit Sharing Plans18.57%
- Individuals11.39%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Correct Capital Wealth Management, LLC is an independent registered investment adviser that entered SEC registration in 2018. The firm operates as a domestic LLC and serves both individual/ family clients and institutional investors. Its business model combines portfolio management and financial planning with pension consulting and the selection of third‑party advisers; fee arrangements include percentage‑of‑AUM billing as well as fixed fees. The firm identifies as a capital allocator, is an active ESG investor, and notes a preference for using external managers for some strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities12%
- State & Local Bonds7%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$468M in ETFs
36%
$168M
64%
$301M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $95.5M | 574,414 | 20.41% |
Location
Clayton, MO
Saint Louis
Location
Clayton, MO
Headquartered in Clayton, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 130 S Bemiston Ave
- Time zone
- CT (UTC-6)
- Office locations
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