Calla Carpenter Cornett
Investment adviser representative at Capital City Wealth Management, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$130MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Capital City Wealth Management, Inc.Jul 2025 to now
- Hightower Advisors LLCMay 2019 to Jul 2025
- Wealthtrust Fairport, LLCAug 2016 to Jul 2025
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Capital City Wealth Management, Inc.
$130MAssets managed
135Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6492383
- Firm CRD
- 172199