About Correct Capital Wealth Management, LLC
<p>Built around its “I.O.U.” (Independent, Objective, Unbiased) approach, Correct Capital Wealth Management, LLC focuses on fiduciary advice for individuals and retirement plans. The firm is branded as Correct Capital and is independent and privately held.</p> <p>Founded in 2018, Correct Capital is headquartered in Clayton in the St. Louis metro area. The firm has 18 employees and reports $0.9B in assets under management (2026). It is SEC-registered, and its team includes professionals with CFP® and AIF® credentials.</p> <p>For workplace retirement plans, Correct Capital works as a <a href="/plan-advisors">plan advisor</a> and handles 3(21) and 3(38) fiduciary services, plan design, participant advice, and fiduciary audits. The firm also supports small businesses with 401(k) plans and ESOP advising, along with 401(k) rollovers and investment planning for participants and owners.</p> <p>One thing that differentiates Correct Capital is its stated I.O.U. framework paired with a team-based model for retirement plan and wealth management clients. The firm has received the NAPA Top DC Advisor Teams award.</p> <ul> <li>3(21) and 3(38) fiduciary support</li> <li>Plan design for employer-sponsored retirement plans</li> <li>Participant advice and 401(k) rollover guidance</li> <li>Fiduciary audits</li> <li>ESOP advising for small businesses</li> </ul>
Website: https://correctcap.com
Founded: 2018
Employees: 18
Office Locations
- Clayton, MO (Headquarters)
Services Offered
- 3(21) Investment Advisor
- Participant Investment Advice
- Fiduciary Audit Services
- 3(38) Investment Manager
- Plan Design Consulting
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $921.5M