Overview
Assets Under Management: $1.2 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 307
Average Client Assets: $3 million
Frequently Asked Questions
PAYNE CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147119), PAYNE CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PAYNE CAPITAL MANAGEMENT, LLC is headquartered in NEW YORK, NY.
PAYNE CAPITAL MANAGEMENT, LLC serves 307 high-net-worth clients according to their SEC filing dated December 01, 2025. View client details ↓
According to their SEC Form ADV, PAYNE CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
PAYNE CAPITAL MANAGEMENT, LLC manages $1.2 billion in client assets according to their SEC filing dated December 01, 2025.
According to their SEC Form ADV, PAYNE CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 307
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.93
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 4,048
Discretionary Accounts: 1,372
Non-Discretionary Accounts: 2,676
Regulatory Filings
CRD Number: 147119
Filing ID: 2030461
Last Filing Date: 2025-12-01 11:22:35
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