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PAYNE CAPITAL MANAGEMENT, LLC
CRD 147119 · SEC 801-69261
231 WEST 29TH STREET, SUITE 1002, NEW YORK, NY, 10001, United States
Phone
646-461-7670
Fax
646-839-2600
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.34B
Discretionary AUM
$803.6M
Team
17 total employees; 7 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 615 | $223.9M |
| High net worth individuals | 349 | $1.08B |
| Pension/profit sharing plans | 31 | $29.6M |
| Charitable organizations | 1 | $5K |
| Corporations/business entities | 11 | $10.6M |
States served
CA, CO, DE, GA, IL, MD, MA, NE, NJ, NY, NC, OH, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
- HTTPS://WWW.INSTAGRAM.COM/PAYNECAPITALMANAGEMENT/
- HTTPS://OPEN.SPOTIFY.COM/SHOW/3X6G6TLZDZPS7YMPU1UV1Z
- HTTPS://WWW.LINKEDIN.COM/IN/FRANCESCA-LAGROTTERIA/
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCIHIC1TRTLBLOKVMJEZZRTQ
- HTTPS://WWW.LINKEDIN.COM/IN/AARON-DESSEN-CFP%C2%AE-168089107/
- HTTPS://WWW.LINKEDIN.COM/IN/BOB-PAYNE-23617A133/
- HTTPS://WWW.LINKEDIN.COM/IN/CHRISTOPHER-PAYNE-6564A72/?TRK=ORG-EMPLOYEES
- HTTPS://WWW.STITCHER.COM/SHOW/NO-PAYNE-NO-GAIN-FINANCIAL-PODCAST
- HTTPS://PODCASTS.GOOGLE.COM/FEED/AHR0CHM6LY9MZWVKLNBVZGJLYW4UY29TL25VCGF5BMVUB2DHAW4VZMVLZC54BWW=
- HTTPS://PODCASTS.APPLE.COM/US/PODCAST/PAYNE-POINTS-OF-WEALTH/ID1465793401
- HTTPS://WABCRADIO.COM/SHOW/NO-PAYNE-NO-GAIN/
- HTTPS://WWW.TIKTOK.COM/@PAYNECM
- HTTPS://PAYNECM.COM/BOBS-MARKET-UPDATE/
- HTTPS://WWW.FACEBOOK.COM/PAYNECAPITALMANAGEMENT
- HTTPS://TUNEIN.COM/PODCASTS/BUSINESS--ECONOMICS-PODCASTS/NO-PAYNE-NO-GAIN-FINANCIAL-PODCAST-P1226502/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/PAYNE-CAPITAL-MANAGEMENT/
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCCHFQECINBBBCTYU6-YHQ6W
- HTTPS://WWW.PAYNECM.COM
- HTTPS://WWW.BEBULLISH.COM
- HTTPS://MONEYMINUTES.COM
- HTTPS://TWITTER.COM/PAYNECMWEALTH
- HTTPS://WWW.LINKEDIN.COM/IN/COURTNEYDOMINGUEZ/
- HTTPS://PODCASTS.APPLE.COM/US/PODCAST/NO-PAYNE-NO-GAIN/ID1451311447
- HTTPS://WWW.LINKEDIN.COM/IN/RYAN-PAYNE-45547A2/
- HTTPS://WWW.LINKEDIN.COM/IN/JENNIFER-ANGELL-64875151/
Official SEC filing: View on IAPD