|
⚲
|
| Payne Capital LLC
✚
|
|
|---|---|
| CRD # | 329458 |
| SEC # | 801-134878 |
| CIK # | 0002094426, 0001994332 |
| AUM | $170.9 M (2026-02-09) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 971-453-0130 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 7.8 |
| (b) Individuals (high net worth individuals) | 23 | 159.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 3.5 |
| (n) Other | 0 | 0.0 |
| Total | 201 | 170.9 |
| By Discretionary | ||
| Discretionary | 201 | 170.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 201 | 170.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 170.9 | |
| Total | 201 | 170.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001994332] | |
| 13F-HR | [0002094426] |
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|---|---|---|
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Hoover Private Wealth LLC
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MI | 0.2 |
|
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0.2 | |
|
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Toberman Becker Wealth LLC
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|
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KS | 0.2 |
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