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Payne Capital Management, LLC

Payne Capital Management, LLC. CRD 147119

Payne Capital Management, LLC logo

CRD: 147119

Payne Capital Management, LLC

NEW York, NY, 10001
6464617670
paynecm.com
$1.3B Total AUM
$803.6M Disc. AUM
7.8% 3Y CAGR
17 Employees
1,011 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
OptimaPioneer pioneer +more
Established Date
06-19-2008
Office Locations
2

Office Locations

231 West 29th Street Suite 1002 NEW York NY
564 Skippack Pike Blue Bell PA

About Payne Capital Management, LLC

Payne Capital Management (PCM) is an independent, fee-based fiduciary wealth advisory firm based in New York City with a Philadelphia office, serving clients globally. The team provides comprehensive, holistic financial planning and retirement-focused investment guidance for individuals and business leaders, using a mix of public funds, ETFs, and fixed income. PCM also runs the Payne Points of Wealth podcast and a weekly market update featured across major business media.

Team overview

34 AVG AGE
$191.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
10.4 yrs AVG TENURE
17 Employees
7 Advisory Reps
9 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Horizon Fusion

Custodian

Vertex Insight Alpha

Investment Themes

Prime Frontier Matrix

Investment Vehicles

Radial North

Platform

Summit Vital north Wave

Services

Glacier frontier Element Pioneer peak Insight horizon Quantum beacon Unison vertex Horizon Focus legacy

Technology

Timber Vital momentum Element

Owner & Executives

ROBERT JOSEPH PAYNE

ROBERT JOSEPH PAYNE

Managing Director

CRD
#809454
Ownership
50% but less than 75%
(230) 641-1565
harbor.legacy@atlascapital.com
in linkedin.com/in/pioneer-ember
RYAN M PAYNE

RYAN M PAYNE

Chief Compliance Officer, Financial Advisor, General Partner, Managing Member, PRESIDENT

CRD
#4357027
Ownership
50% but less than 75%
(945) 417-7953
pioneer.fusion@northcapital.com
in linkedin.com/in/eagle-vital

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Contacts

Gaurav Kusum Adhikari

Gaurav Kusum Adhikari

HEAD OF INVESTMENT OPERATIONS

CRD
#6860992
(518) 793-2986
pioneer.quantum@vectorcapital.com
in linkedin.com/in/pioneer-alpha
J

Jennifer Angell

Director

CRD
#6685923
(812) 494-1253
element.frontier@bridgecapital.com
in linkedin.com/in/north-optima
C

Capital delta

Beacon frontier ember

CRD
#47199
(476) 235-6097
meridian.crest@deltacapital.com
in linkedin.com/in/zenith-meridian

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-02-2022
10-13-2023
03-29-2024
12-01-2025
03-26-2026
Category Assets AVG. Account size
Discretionary $803,574,036 $283,648
Non-Discretionary $536,935,420 $370,300
Total $1,340,509,456 $312,984

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Separately Managed Accounts

Total SMA Asset: $1,340,509,456

$1.3B Total SMA
Public Funds:
14.3%
Municipal Bonds:
9.8%
U.S. Government/Agency:
9.8%
Equity - Exchange:
7.4%
Cash:
11.6%
Corporate - Investment Grade:
17.3%
Derivatives:
14.8%
Other:
15.0%
Asset class Assets Assets %
Public Funds $246,066,491 14.3%
Municipal Bonds $168,632,980 9.8%
U.S. Government/Agency $168,632,980 9.8%
Equity - Exchange $127,335,107 7.4%
Cash $199,606,385 11.6%
Corporate - Investment Grade $297,688,832 17.3%
Derivatives $254,670,215 14.8%
Other $258,111,704 15.0%
Total $1,720,744,694 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
VERTEX RADIAL FRONTIER VALUE URYCV9EQK VXN 0.84% $95,323,275
FUSION MATRIX SIGNAL WAVE IHFZLBD5S UNIM 6.89% $89,391,122
CREST ATLAS CAPITAL CREST JK9Y9QBI7 MNT 9.68% $89,895,125
VECTOR FRONTIER MOMENTUM PRIME 7X48U4I0C QPZBF 4.77% $39,702,783
VITAL MATRIX ATLAS WAVE MOMENTUM JGWTI8P0U WDFND 2.59% $39,308,976
CATALYST CATALYST QUANTUM PATHWAY FARBR726T QWE 2.76% $114,638,034
OAK RADIAL BEACON LEGACY BHNYU14K4 VTGX 8.42% $108,091,167
ATLAS FRONTIER ELEMENT RADIAL INSIGHT FEWSZF6ET JYH 12.60% $3,211,102

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