Payne Capital Management, LLC

Payne Capital Management, LLC

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231 West 29th Street Suite 1002

New York, NY 10001

646-461-7670

paynecm.com

No. advisers: 9

AUM: $638,488,540

Asset Breakdown

Staff
Employees 9
Clients
High-net-worth individuals 11-25%
Financial planning clients More than 500
High-net-worth client assets Up to 75%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $212,300,664 505 $420,397
Non-discretionary 426187876 2,941 $144,913
Total $638,488,540 3,446 $185,284

How technology is reshaping the advice business

June 23, 2018 - Two days ofโ€‹ high-level talks with fintech experts, advisers, broker-dealers and custodians answered an important question for anyone looking for the perfect technology stack. It isn't out there. Perhaps most important is for firms to create an office...

Adviser's Consultant: Crafting prospects via radio won't work forever

October 3, 2016 - Ryan Payne does things a little bit differently, so it's no surprise that he has some pioneering marketing and business development plans. Mr. Payne started his advisory firm Payne Capital Management in 2008 after spending eight years with Merrill Lynch....

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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