Cornet Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cornet Capital is a state‑registered independent advisory firm that serves a small roster of clients including individuals, high‑net‑worth households, charitable organizations, and business entities. It offers financial planning and ongoing counsel delivered on an hourly or fixed‑project basis rather than charging investment advisory fees tied to a percentage of assets under management.
The firm’s process is consultative: it assesses clients’ goals, risk tolerance, and time horizon and uses a mix of fundamental, technical/charting, and cyclical analysis to form recommendations across mutual funds, equities, fixed income, ETFs, REITs and other securities. Reviews are provided on a regular basis (generally quarterly) and are triggered by material market events or changes in a client’s situation.
Distinctive features include a very small client base and a single advisor model with a technical, long‑tenured professional background, combined with a business model that does not take custody of assets or exercise trading discretion on client accounts. The firm also permits client‑directed brokerage, does not accept performance‑based fees, and documents fees and deliverables in a written planning agreement.
Client services
Expertise
Fee options
Fixed fees for specific projects such as Retirement and Financial Plans, not to exceed $10,000
$100 to $250 per hour
Fee-only: Hourly fees ranging from $100 to $250 per hour; Fixed fees for specific projects up to $10,000
Main office
Telluride CO
Advisors at this office
1
Most active in
Colorado · New Mexico · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)