DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Robert Joseph Payne
Feed of 09/15/2026
At current firm
0 y
since Jan 26, 2026
In the industry
42 y
since Sep 21, 1983 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Payne Capital Management, LLC independent RIA currentsince Jan 26, 2026 · Blue Bell, Pa
- Keeter Payne Capital Management, LLC formerOct 16, 2013 to Aug 21, 2014 · Blue Bell, Pa
- Payne Wealth Management, LLC unclassifiedApr 18, 2006 to Dec 31, 2006 · Plymouth Meeting, Pa
Moves
a registration end followed by a registration begin elsewhere
- Keeter Payne Capital Management, LLC to Payne Capital Management, LLCleft Aug 21, 2014, registered Jan 26, 2026 (4176 days) · Other
- Payne Wealth Management, LLC to Keeter Payne Capital Management, LLCleft Dec 31, 2006, registered Oct 16, 2013 (2481 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address