PAYNE CAPITAL MANAGEMENT, LLC

Adviser information for PAYNE CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	15
Investment Advisory/Research	8
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	7
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,129	$387.5M
Non-Discretionary	2,860	$675.0M
Total	3,989	$1.1B

Clients

Type	Number	RAUM
Individuals	729	$274.2M
HNW Individuals	258	$748.7M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	26	$25.5M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	9	$13.7M
Other	3	$318,744

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	1
No. of Financial Planning Clients	1000

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-69261
SEC ERA File Number	801-69261
SEC CIK Numbers	None
SEC CRD Numbers	147119
Legal Entity Identifier	None

Principal Office

231 WEST 29TH STREET
SUITE 1002
NEW YORK
NY
United States

Monday - Friday, 9:00 A.M. - 5:00 P.M.

Tel: 646-461-7670, Fax: 646-839-2600

Websites

www.instagram.com/paynecapitalmanagement/ open.spotify.com/show/3x6g6tlzdzps7ympu1uv1z www.linkedin.com/in/francesca-lagrotteria/ www.youtube.com/channel/ucihic1trtlblokvmjezzrtq www.linkedin.com/in/aaron-dessen-cfp%c2%ae-168089107/ www.linkedin.com/in/bob-payne-23617a133/ www.linkedin.com/in/christopher-payne-6564a72/?trk=org-employees www.stitcher.com/show/no-payne-no-gain-financial-podcast podcasts.google.com/feed/ahr0chm6ly9mzwvklnbvzgjlyw4uy29tl25vcgf5bmvub2dhaw4vzmvlzc54bww= podcasts.apple.com/us/podcast/payne-points-of-wealth/id1465793401 wabcradio.com/show/no-payne-no-gain/ www.tiktok.com/@paynecm paynecm.com/bobs-market-update/ tunein.com/podcasts/business--economics-podcasts/no-payne-no-gain-financial-podcast-p1226502/ www.facebook.com/paynecapitalmanagement www.linkedin.com/company/payne-capital-management/ www.youtube.com/channel/ucchfqecinbbbctyu6-yhq6w www.paynecm.com www.bebullish.com podcasts.apple.com/us/podcast/no-payne-no-gain/id1451311447 moneyminutes.com twitter.com/paynecmwealth www.linkedin.com/in/courtneydominguez/ www.linkedin.com/in/ryan-payne-45547a2/ www.linkedin.com/in/jennifer-angell-64875151/

Chief Compliance Officer

RYAN PAYNE

PRESIDENT / CHIEF COMPLIANCE OFFICER

231 WEST 29TH STREET

SUITE 1002

NEW YORK

United States

Tel: 646-461-7670

Fax: 646-839-2600

R*********@**********M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners