PAYNE CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 147119
- Registered since
- June 19, 2008
- Website
- paynecm.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.22%
- Individuals16.7%
- Pension & Profit Sharing Plans2.21%
- Corporations / Businesses0.79%
- Other0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Payne Capital Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC in 2008 and owned by an individual. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator that selects external managers in addition to managing portfolios directly. Core advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, and educational workshops. Fee arrangements are flexible—percentage of AUM, hourly, and fixed fees are used. The firm identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- State & Local Bonds14%
- US Government Bonds9%
- Exchange Traded Equities8%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1ROBERT PAYNE
Managing Director, Chief Investment OfficerCRD 809454
Contacts
3 of 8Jennifer Angell
Chartered Financial AnalystCRD 6685923
Miranda Chiarella
Operations AssociateCRD 7189858
Aaron Dessen
Financial PlannerCRD 6909889
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$314M in ETFs
96%
$300M
0%
$13.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $38.1M | 1,538,351 | 12.14% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 231 W 29th St
- Time zone
- ET (UTC-5)
- Office locations
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