Payne Capital Management, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $804M
- Clients
- 1,011
- Avg AUM / client
- $1.3M
- Accounts
- 4,283
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 615 | $224M | 16.7% |
| High net worth individuals | 349 | $1.1B | 80.2% |
| Pension and profit sharing plans | 31 | $29.6M | 2.21% |
| Charitable organizations | 1 | $4.9K | 0.0% |
| Corporations and other businesses | 11 | $10.6M | 0.79% |
| Other | 4 | $1.1M | 0.08% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Samuel Coraluzzo Co., Inc. 401(k) Profit Sharing Plan Samuel Coraluzzo Co., Inc. | Vineland, NJ | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Joseph Payne | Managing Director | Jul 2008 (18y) | 50% – 75% | |
| Ryan M Payne | Managing Member/Chief Compliance Officer | Jul 2008 (18y) | 50% – 75% | |
| Christopher Robert Payne | Registered representative | Jul 2011 (15y) | ||
| Jennifer Angell | Registered representative | CFA | Aug 2016 (10y) | |
| Francesca Lagrotteria | Registered representative | Nov 2017 (9y) | ||
| Aaron Dessen | Registered representative | CFP | Feb 2018 (9y) | |
| Gaurav Kusum Adhikari | Registered representative | Sep 2018 (8y) | ||
| Courtney Lorraine Garcia | Registered representative | CFP | Mar 2021 (5y) | |
| Miranda Nicole Pietrangelo | Registered representative | Jul 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Samuel Coraluzzo Co., Inc. 401(k) Profit Sharing Plan | Samuel Coraluzzo Co., Inc. | 772 | $12.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 943 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $1.3B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗