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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

PAYNE CAPITAL MANAGEMENT, LLC

CRD 147119

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:06d3a42d-8c87-69cb-0f90-528ba2b8fb1a

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 4
On other graphs: 0
Observed: Dec 12, 2011 to Mar 26, 2026
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.3BItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $804M
Private client RAUM: $1.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $192Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 7
Offices: 11Schedule D 1.F, beyond the principal office
Accounts: 4,283
Individual clients: 615
High net worth clients: 349
Custody, client assets: $240M
SEC number: 801-69261
CRD: 147119
Filings on the tape: 36
First filed: Dec 12, 2011
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RYAN M PAYNE	n/a	New York, NY \| NEW YORK, NY	15	25	2	no
CHRISTOPHER ROBERT PAYNE	n/a	Philadelphia, PA \| BLUE BELL, PA \| NEW YORK, NY	15	15	1	no
Francesca Lagrotteria	n/a	Jersey City, NJ \| NEW YORK, NY	8	11	n/a	no
Aaron Dessen	Certified Financial Planner	Penn Valley, PA \| NEW YORK, NY \| BLUE BELL, PA	8	14	n/a	no
Courtney Lorraine Garcia	Certified Financial Planner	New York, NY \| NEW YORK, NY \| Bronxville, NY	5	12	n/a	no
Miranda Nicole Pietrangelo	n/a	NEW YORK, NY	1	10	n/a	no
ROBERT JOSEPH PAYNE	n/a	Ocean City, NJ \| Naples, FL \| BLUE BELL, PA \| NEW YORK, NY	0	42	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PAYNE, ROBERT, JOSEPH	MANAGING DIRECTOR	D	yes	07/2008	Mar 26, 2026	Mar 26, 2026
PAYNE, RYAN, M	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	yes	07/2008	Mar 26, 2026	Mar 26, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
BLUE BELL	Pa	United States	2	no
Jacksonville	FL	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$1.3B	$804M	17	7	11	n/a	n/a
2024	Mar 25, 2025	$1.2B	$339M	16	7	11	n/a	n/a
2023	Mar 28, 2024	$1.1B	$387M	15	8	11	n/a	n/a
2022	Mar 23, 2023	$895M	$268M	15	8	13	n/a	n/a
2021	Mar 29, 2022	$1.0B	$300M	14	9	12	n/a	n/a
2020	Mar 18, 2021	$882M	$261M	15	7	3	n/a	n/a
2019	Mar 22, 2020	$824M	$212M	13	9	3	n/a	n/a
2018	Mar 29, 2019	$638M	$212M	9	9	3	n/a	n/a
2017	Mar 27, 2018	$673M	$204M	8	8	3	n/a	n/a
2016	Mar 16, 2017	$578M	$191M	9	7	n/a	n/a	n/a
2015	Mar 30, 2016	$495M	$179M	12	10	n/a	n/a	n/a
2014	Jan 26, 2015	$461M	$310,025	8	7	n/a	n/a	n/a
2013	Mar 10, 2014	$421M	$0	8	6	n/a	n/a	n/a
2012	Mar 28, 2013	$343M	$0	5	4	n/a	n/a	n/a
2011	Mar 30, 2012	$255M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	14.3%	0	1	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.3B	$1.2B	11.0%	$895M	14.4%	17	16	11	11

Relationships

Registered with (13)

← ROBERT JOSEPH PAYNEAdvisorregistration: current employment
Jan 26, 2026 to presentfactForm ADV
← Miranda Nicole PietrangeloAdvisorregistration: current employment
Jul 7, 2025 to presentfactForm ADV
← Courtney Lorraine GarciaAdvisorregistration: current employment
Mar 23, 2021 to presentfactForm ADV
← Aaron DessenAdvisorregistration: current employment
Feb 2, 2018 to presentfactForm ADV
← Francesca LagrotteriaAdvisorregistration: current employment
Nov 29, 2017 to presentfactForm ADV
← CHRISTOPHER ROBERT PAYNEAdvisorregistration: current employment
Jul 27, 2011 to presentfactForm ADV
← RYAN M PAYNEAdvisorregistration: current employment
Feb 14, 2011 to presentfactForm ADV
← Jennifer AngellAdvisorregistration: previous registration
Aug 19, 2016 to Aug 28, 2026factForm ADV
← Aimee AdlerAdvisorregistration: previous registration
Feb 20, 2020 to Feb 12, 2022factForm ADV
← MICHELLE LYNN McKINNONAdvisorregistration: previous registration
Sep 19, 2012 to Oct 31, 2019factForm ADV
← MICHAEL KELLEY MACKEAdvisorregistration: previous registration
Apr 26, 2016 to Oct 30, 2018factForm ADV
← PETER JOSE' D'ARRUDAAdvisorregistration: previous registration
Jul 18, 2016 to Nov 8, 2016factForm ADV
← CINDY LOU MAYFIELDAdvisorregistration: previous registration
May 21, 2015 to Jun 1, 2016factForm ADV

Affiliated with (1)

← KEETER PAYNE CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (2)

← PAYNE, RYAN, MOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Dec 12, 2011 to Mar 29, 2024factForm ADV
← PAYNE, ROBERT, JOSEPHOwnerMANAGING DIRECTOR, ownership code D, individual
Dec 12, 2011 to Mar 29, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 28, 2026
Advisor changed firm
Jennifer Angell left Payne Capital Management, Llc for Rfg Advisory, Llc (registered 2026-08-27)
Form ADVobserved 4 days ago
Occurred
Feb 12, 2022
Advisor changed firm
Aimee Adler left Payne Capital Management, Llc for Round Table Wealth Management (registered 2022-02-25)
Form ADVobserved 4 days ago
Occurred
Mar 22, 2020
Regulatory AUM changed
Payne Capital Management, Llc reported RAUM $824.1M, up 29% from $638.5M (2019-03-29 to 2020-03-22)
Form ADVobserved 4 days ago
$186M

Show 1 bookkeeping events

Occurred
Mar 29, 2022
Payne Capital Management, Llc reported 12 offices beyond its principal office, up from 3 (2021-12-02 to 2022-03-29)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:06d3a42d-8c87-69cb-0f90-528ba2b8fb1a
First observed: Dec 12, 2011
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PAYNE CAPITAL MANAGEMENT, LLC

CRD 147119

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:06d3a42d-8c87-69cb-0f90-528ba2b8fb1a

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:40 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RYAN M PAYNE

n/a

New York, NY | NEW YORK, NY

CHRISTOPHER ROBERT PAYNE

n/a

Philadelphia, PA | BLUE BELL, PA | NEW YORK, NY

Francesca Lagrotteria

n/a

Jersey City, NJ | NEW YORK, NY

n/a

Aaron Dessen

Certified Financial Planner

Penn Valley, PA | NEW YORK, NY | BLUE BELL, PA

n/a

Courtney Lorraine Garcia

Certified Financial Planner

New York, NY | NEW YORK, NY | Bronxville, NY

n/a

Miranda Nicole Pietrangelo

n/a

NEW YORK, NY

n/a

ROBERT JOSEPH PAYNE

n/a

Ocean City, NJ | Naples, FL | BLUE BELL, PA | NEW YORK, NY

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PAYNE, ROBERT, JOSEPH

MANAGING DIRECTOR

yes

07/2008

Mar 26, 2026

PAYNE, RYAN, M

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

07/2008

Mar 26, 2026

City

State

Country

Employees

Also broker-dealer

BLUE BELL

United States

Jacksonville

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$1.3B

$804M

n/a

2024

Mar 25, 2025

$1.2B

$339M

n/a

2023

Mar 28, 2024

$1.1B

$387M

n/a

2022

Mar 23, 2023

$895M

$268M

n/a

2021

Mar 29, 2022

$1.0B

$300M

n/a

2020

Mar 18, 2021

$882M

$261M

n/a

2019

Mar 22, 2020

$824M

$212M

n/a

2018

Mar 29, 2019

$638M

$212M

n/a

2017

Mar 27, 2018

$673M

$204M

n/a

2016

Mar 16, 2017

$578M

$191M

n/a

2015

Mar 30, 2016

$495M

$179M

n/a

2014

Jan 26, 2015

$461M

$310,025

n/a

2013

Mar 10, 2014

$421M

n/a

2012

Mar 28, 2013

$343M

n/a

2011

Mar 30, 2012

$255M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

14.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.3B

$1.2B

11.0%

$895M

14.4%