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| Happy Holidays!! thanks for using AUM13F!! |
| Payne Capital Management LLC
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| CRD # | 147119 |
| SEC # | 801-69261 |
| CIK # | |
| AUM | $1.2 B (2025-03-25) |
| Employees | 16 (44% Investors, 0% Brokers) |
| Phone | 646-461-7670 |
| Address | 231 West 29th Street New York, NY 10001 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 681 | 265.5 |
| (b) Individuals (high net worth individuals) | 307 | 892.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 29.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 19.7 |
| (n) Other | 0 | 0.0 |
| Total | 4,048 | 1,207.5 |
| By Discretionary | ||
| Discretionary | 1,372 | 339.4 |
| Non-Discretionary | 2,676 | 868.1 |
| Total | 4,048 | 1,207.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 1,206.9 | |
| Total | 4,048 | 1,207.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Balefire LLC
✚
|
TX | 1.2 |
|
Acorn Financial Advisory Services Inc
✚
|
VA | 1.2 |
|
Apriem Advisors
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|
CA | 1.2 |
|
Level Four Capital Management
✚
|
TX | 1.2 |
|
Independent Solutions Wealth Management LLC
✚
|
NY | 1.2 |
|
Fortis Capital Advisors LLC
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|
KS | 1.2 |
|
Triangle Securities Wealth Management Inc
✚
|
NC | 1.2 |
|
Hottinger & Co Limited
✚
|
1.2 | |
|
Great Waters Wealth Management
✚
|
MN | 1.2 |
|
Evermay Wealth Management LLC
✚
|
VA | 1.2 |