Payne Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 26, 2026, reports $1.3B in regulatory assets under management, 17 employees, 11 offices, and 4,283 accounts.
Assets Under Management
$1.3B
Employees
17
Offices
11 offices
Total Clients
1,011
Primary office
NEW YORK, NY
231 WEST 29TH STREET, SUITE 1002, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.8% of total clients.
Top client categories% of clientsClients
1
Individuals
60.8%
615
2
HNWI
34.5%
349
3
Pension Plans
3.1%
31
4
Corporations
1.1%
11
5
Irrevocable Trusts/Estates
0.4%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 26, 2026
Discretionary59.9%
$804M
60% of total RAUM59.9%
Non-discretionary40.1%
$537M
40% of total RAUM40.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.3B
Total Accounts4,283
10Y AUM Change+$762M (+131.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee59:1
10Y Employee Change+8 (+88.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.