Advisor at Capital City Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital City Wealth Management, Inc.
Location
Westlake, OH
Credentials
CFP®
Industry experience
8 years
Calla Cornett is a CFP® professional with eight years of industry experience. She has worked at WealthTrust Fairport, LLC, HighTower Advisors LLC, and Spero-Smith Investment Advisors before joining Capital City Wealth Management, Inc. in 2025. Capital City Wealth Management, Inc. serves individual and high-net-worth clients by providing discretionary investment management and comprehensive financial planning within a wrap fee program. The firm emphasizes diversified, risk-based portfolios and employs strategic, tactical, and dynamic asset allocation approaches, with ongoing client education and support.
Based on Capital City Wealth Management, Inc.
Based on Capital City Wealth Management, Inc.
$0 - $2,000,000: 1.50% annually $2,000,001 - $3,000,000: 0.75% annually $3,000,001 - $4,000,000: 0.65% annually $4,000,001+: 0.55% annually
Account minimum: $1,000,000
Westlake, OH
Ohio · Texas
Capital City Wealth Management, Inc.
2025 - Present (1 year)
HighTower Advisors LLC
2019 - 2025 (6 years)
WealthTrust Fairport, LLC
2016 - 2025 (9 years)
Spero-Smith Investment Advisors
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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