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Calla Carpenter Cornett

Capital City Wealth Management, Inc.

Bismarck, ND

Westlake, OH

CRD 6492383

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Employer firm

Capital City Wealth Management, Inc. CRD 172199

$130M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Capital City Wealth Management, Inc.

1000 Tacoma Avenue Suite 200, Bismarck, ND 58504 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-08-14
TX RA APPROVED 2025-08-11
  • OH RA
    APPROVED
    Since 2025-08-14
  • TX RA
    APPROVED
    Since 2025-08-11

Branch Locations

1000 Tacoma Avenue Suite 200, Bismarck, ND 58504 • United States

Westlake, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthtrust Fairport, Llc Cleveland OH 08/2016 07/2025
Hightower Advisors Llc Chicago IL 05/2019 07/2025
Capital City Wealth Management, Inc. Westlake OH 07/2025 Present
Previous Registrations
  • 2019-05-20 → 2025-08-18
    Cleveland, OH
  • 2015-05-15 → 2016-10-07
    Spero-Smith Investment Advisers, Inc.
    Cleveland, OH
Designations
  • Certified Financial Planner
Other Names
  • Calla Hoyt Cornett
  • Calla Carpenter Hoyt

View on SEC IAPD

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