Payne Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,299,281,631
Clients
964
Advisors
7
across 4 offices
About
Payne Capital Management provides financial planning, consulting and portfolio management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, corporations, business entities and charitable organizations. Services are delivered under written engagement agreements and the firm manages client assets on both discretionary and non‑discretionary bases.
The firm’s investment process is grounded in methodologies derived from Modern Portfolio Theory and emphasizes goal‑oriented planning, risk limitation and personalized service; Payne CM tailors portfolios across mutual funds, ETFs, individual securities, options and unaffiliated independent managers. As of December 31, 2025 Payne CM reported material assets managed both discretarily (about $803.6 million) and non‑discretarily (about $536.9 million), noting that non‑discretionary accounts require client approval before transactions.
Notable features that distinguish Payne CM from many peers include a multi‑office structure and the explicit use of derivatives and borrowing within separately managed accounts: the brochure discusses options strategies (including covered call writing) and the availability and risks of margin or securities‑based loans. The firm also makes use of advisor‑only mutual funds (e.g., Dimensional Fund Advisors), provides clients access to the eMoney reporting platform, and discloses reliance on third‑party technologies, including AI tools, in its processes.
Client services
Expertise
Fee options
Fixed fees reported in Form ADV Part 1 but not specifically detailed in brochure.
0.40% to 1.00% annually (negotiable within this range based on various factors)
Hourly charges reported in Form ADV Part 1 but not specifically detailed in brochure.
Main office
See office231 W. 29th Street, Suite 1002
New York NY 10001
Advisors at this office
3
Offices (4)
Most active in
California · Colorado · Connecticut · Delaware · Florida · Georgia · Illinois · Maryland · Massachusetts · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Virginia
Also doing business as
Payne Capital Management, LLC · Yankee Advisors, LLC
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.
Quick links
Advisors at this firm
Christopher P
Series 65
Blue Bell, PA
Payne Capital Management, LLC
Christopher Payne is a financial advisor at Payne Capital Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Payne Capital Management since 2011. Payne Capital Management offers comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach uses quantitative methods based on Modern Portfolio Theory and tailors portfolios to client risk tolerances and goals, employing a mix of mutual funds, ETFs, individual securities, options, and independent managers.
Robert P
Series 63, Series 65
Ocean City, NJ
Payne Capital Management, LLC
Robert Payne is a financial advisor at Payne Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Payne Capital Management since 2008. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, nonprofit organizations, and employer-sponsored retirement plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory, customizing portfolios according to client risk tolerances and goals, and offers a range of services including financial planning, consulting, portfolio management, and financial coaching.
Aaron D
CFP®, Series 65
Blue Bell, PA
Payne Capital Management, LLC
Aaron Dessen is a CFP® and Series 65 licensed advisor at Payne Capital Management, LLC with eight years of industry experience. He has worked at Payne Capital Management since 2017 and previously was employed at Bridget's Steakhouse for six years. Payne Capital Management provides financial planning, consulting, and portfolio management services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes goal-oriented planning, risk limitation, and personalized service, utilizing a variety of investment vehicles and strategies including options and borrowing within separately managed accounts.
Courtney G
CFP®, Series 65
Bronxville, NY
Payne Capital Management, LLC
Courtney Garcia is a Certified Financial Planner™ with 10 years of industry experience. She has worked at Payne Capital Management, LLC since 2014. In addition to her advisory role, Garcia appears periodically as a financial market commentator on CNBC programming. Payne Capital Management provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, trusts, corporations, and charitable organizations. The firm applies investment methodologies based on Modern Portfolio Theory and offers tailored portfolios utilizing mutual funds, ETFs, individual securities, options, and independent managers.
Ryan P
Series 66
New York, NY
Payne Capital Management, LLC
Ryan Payne is a financial advisor at Payne Capital Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Payne Capital Management since 2008. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach is based on quantitative methods from Modern Portfolio Theory and is tailored to client risk tolerances and goals, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, options, and independent managers.
Francesca L
Series 65
New York, NY
Payne Capital Management, LLC
Francesca Lagrotteria is a financial advisor at Payne Capital Management, LLC with eight years of industry experience. She holds a Series 65 designation and has been with Payne Capital Management since 2015. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach is based on quantitative methods derived from Modern Portfolio Theory and is customized to client risk tolerances, time horizons, and goals.
Miranda P
Series 65
New York, NY
Payne Capital Management, LLC
Miranda Pietrangelo is a financial advisor at Payne Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Morgan Stanley for five years. Payne Capital Management provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth clients, as well as to pension plans, trusts, estates, corporations, and charitable organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes goal-oriented planning, risk management, and personalized service.
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