CRD: 126418
Payne Financial Management, L.l.c.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-1999
- Office Locations
- 1
Office Locations
About Payne Financial Management, L.l.c.
Payne Financial Management, L.L.C. is a fee-only, fiduciary RIA in Kennesaw, GA providing professional investment management, retirement planning, and financial planning for individuals in Cobb County and surrounding areas, with a stated focus on retirees. The firm emphasizes asset-allocation portfolios and primarily uses ETFs in its managed accounts. It recommends Charles Schwab as custodian for clients.
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Owner & Executives
CAROL R. PAYNE
Vice President
- CRD
- --
- Ownership
- 50% but less than 75%
JEFFREY C. PAYNE, JR., CFP®
Portfolio Manager, President
- CRD
- #2868105
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,935,381 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,935,381 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,935,381
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $580,685,867 | 34.0% |
| Cash | $1,127,213,741 | 66.0% |
| Total | $1,707,899,608 | 100.0% |