C
Cornet Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
29
14% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
29
Average account size
$0
About
Cornet Capital provides ongoing financial advice and project-based financial planning to individuals (including high‑net‑worth clients), charitable organizations, and business entities, addressing retirement planning, estate planning, wealth preservation, and investment selection. The firm recommends and analyzes investments across mutual funds, equities, fixed income, ETFs, hedge funds, REITs and government securities as part of its planning engagements.
The firm uses a consultative process to identify client goals, risk tolerance and investment appropriateness, and conducts periodic reviews to monitor progress and respond to material changes. Its analytical approach combines fundamental, technical, charting and cyclical methods, and the firm operates strictly in an advice‑only capacity, not taking custody of client assets or exercising discretionary trading authority.
Notably, Cornet Capital does not charge percentage‑of‑assets or performance‑based fees; it provides advice on an hourly or fixed‑project fee basis instead, which differs from the more common AUM model among independent advisers. The principal’s background includes an advanced scientific degree and prior experience at major broker‑dealers, and the firm documents client protections such as a written code of ethics, a policy against accepting third‑party sales compensation, and allowance for client‑directed brokerage.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Fee options
Fixed fees for specific projects such as Retirement and Financial Plans, not to exceed $10,000
Hourly fees range from $100 to $250
Fee-only: Hourly fees between $100 and $250; fixed project fees up to $10,000
Main office location
Cornet Capital LLC
Telluride CO, United States
Number of offices
1
Most active in
Cornet Capital LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · New Mexico · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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