CALLA H. CORNETT
CAPITAL CITY WEALTH MANAGEMENT | WEALTH ADVISOR
Westlake, OH
Some features on this profile are disabled
CRD#: 6492383
Professional summary
CALLA HOYT CORNETT, CFP®, who also goes by Calla Hoyt Cornett, Calla Carpenter Hoyt, is a registered financial advisor currently at CAPITAL CITY WEALTH MANAGEMENT, INC. located in Westlake, Ohio.
CALLA is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. CALLA has worked at 3 firms .
Biography
Callie H. Cornett is a Certified Financial Planner™ professional with over fourteen years of experience in the wealth management industry. As an Advisor at Fairport, Callie is responsible for providing comprehensive financial planning for high net worth clients. Callie joined Fairport in August of 2016 from Spero-Smith Investment Advisors. Prior to that, she spent seven years at Hawthorn, a division of PNC Wealth Management, as a Wealth Strategist/Assistant Vice President providing integrated wealth management services to corporate executives, multi-generational families and entrepreneurs. She began her career at National City (PNC) as a Financial Analyst in the Corporate Executive Services department. Callie holds a B.B.A. in Marketing from Ohio University. She is a member of the Financial Planning Association of Northeast Ohio where she serves as Director of Programming & Education, the Estate Planning Council of Cleveland, the Union Club and Fun(d) First, a local giving circle founded by professional women. She lives in Westlake with her husband and daughter. In her free time, Callie enjoys spinning, boating and spending time with her extensive family.
Question & Answer
What are your service offerings?
Tax Planning
Retirement Planning
Estate Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Calla Hoyt Cornett | Calla Carpenter Hoyt
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view CALLA HOYT CORNETT's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
August 11, 2025 - Present
CAPITAL CITY WEALTH MANAGEMENT, INC.
RIA
CRD#: 172199
Westlake, OH
Past
May 20, 2019 - August 18, 2025
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
Cleveland, OH
Past
May 15, 2015 - October 7, 2016
SPERO-SMITH INVESTMENT ADVISERS, INC.
RIA
CRD#: 105428
CLEVELAND, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CAPITAL CITY WEALTH MANAGEMENT, INC.
CAPITAL CITY WEALTH MANAGEMENT | CAPITAL CITY WEALTH MANAGEMENT, INC.
CRD#: 172199 / SEC#: 801-131838
RIA
Registered Investment Advisory firm - (1/30/2025 Approved)North Dakota
Registered Investment Advisory firm - (2/6/2025 Terminated)South Dakota
Registered Investment Advisory firm - (12/6/2022 Terminated)Texas
Registered Investment Advisory firm - (2/6/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(8/14/2025)
IAR
Texas(8/11/2025)
Exams
Current Firm
CAPITAL CITY WEALTH MANAGEMENT, INC.
CAPITAL CITY WEALTH MANAGEMENT | CAPITAL CITY WEALTH MANAGEMENT, INC.
CRD#: 172199 / SEC#: 801-131838
RIA
Registered Investment Advisory firm - (1/30/2025 Approved)North Dakota
Registered Investment Advisory firm - (2/6/2025 Terminated)South Dakota
Registered Investment Advisory firm - (12/6/2022 Terminated)Texas
Registered Investment Advisory firm - (2/6/2025 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1000 Tacoma Avenue Suite 200, Bismarck, ND 58504
Mailing Address
Phone number
(701) 250-7220
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 298 |
| AUM (Assets Under Management) | $ 126,000,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAPITAL CITY WEALTH MANAGEMENT, INC.
WEALTH ADVISORCRD#: 172199Westlake, OHTRUST BUT VERIFY
Monitor CALLA CORNETT
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
