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They include 257 individual clients, 174 high-net-worth individuals, and 35 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Correct Capital Wealth Management offer?","answer":"Correct Capital Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Correct Capital Wealth Management charge?","answer":"Correct Capital Wealth Management charges 0.65%–1.50% a year for its Investment Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000.","source":"PART 2A BROCHURE, filed 27 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Correct Capital Wealth Management use?","answer":"Correct Capital Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $674M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Correct Capital Wealth Management have?","answer":"Correct Capital Wealth Management has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Correct Capital Wealth Management invest in?","answer":"At the end of its last fiscal year, Correct Capital Wealth Management’s separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 7% state and local bonds, 4% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Correct Capital Wealth Management have a minimum investment?","answer":"Yes, Correct Capital Wealth Management’s minimum account size for its Investment Management is $500K.","source":"PART 2A BROCHURE, filed 27 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Correct Capital Wealth Management?","answer":"Correct Capital Wealth Management’s direct owners are Brian Pultman (75% or more), Sydney H. 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