Aletheia Capital Group &Partners

Aletheia Capital Group is a St. Louis-based wealth management team serving entrepreneurs, corporate executives, professionals, and families with significant assets. Combining institutional-level investment thinking with the personal attention of a boutique advisory practice, the firm focuses on long-term relationships and tailored guidance for complex financial lives.

Its services include institutional-style portfolio management, sophisticated financial planning, and insurance strategies coordinated with clients’ tax, estate, and business considerations. Aletheia also helps clients navigate business sales, liquidity events, illiquid assets, and concentrated stock positions, and offers customized lending strategies. Through its investment access, clients may explore private equity, private credit, and other institutional-quality opportunities that are typically less accessible to individual investors.

The team emphasizes valuation-based portfolio design, clear explanations of what clients own and why, and planning aligned with family and generational goals. It also works to prepare younger family members and future decision-makers to understand and manage wealth. Aletheia describes its practice as intentionally selective, prioritizing direct access, coordinated advice, and personalized service over scale.