Cayena Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cayena Capital Management serves individuals and families, offering comprehensive and modular financial planning, limited financial consulting, and non‑discretionary investment consulting. The firm provides portfolio reviews, cash‑flow and retirement planning support, and planning for major life transitions; clients retain responsibility for implementing recommendations and there is no listed minimum asset requirement.
The firm describes its advisory work as grounded in fundamental analysis, historical data review, risk profiling, and general asset‑allocation principles, delivered on an hourly or planning‑engagement basis. Cayena operates as a fee‑only adviser and does not accept discretionary authority, manage client accounts, or place trades.
Notable distinctions include a recent, material change in business model: the firm no longer provides portfolio management and now focuses solely on financial planning and hourly consulting. The brochure also discloses that the principal maintains full‑time employment with an alternative lending institution and may engage in financial education activities through related entities, indicating an emphasis on educational outreach in addition to one‑on‑one planning.
Client services
Expertise
Fee options
Comprehensive financial plans up to $3,000 per plan
$150 per hour
Fee-only: Hourly advisory services: $150/hour; Comprehensive financial plans: Up to $3,000 per plan
Main office
Weare NH
Advisors at this office
1
Most active in
New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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