Payne Capital Management, LLC

Payne Capital Management, LLC (CRD# 147119) is a financial advisory firm headquartered in Blue Bell, PA. They manage $494,525,526 in 2,954 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    495
    MILLION
  • Total Number of Accounts
    2,954
    ACCOUNTS
  • Average Account Value
    $167,409
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CO, CT, FL, GA, KS, LA, MA, NC, NH, NJ, NY, OH, PA, TX

Financial Advisors at Payne Capital Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Scott W. Cowan
CRD#: 5852359
564 Skippack Pike, Suite 300, Blue Bell, PA 19422
93
Wealthminder
score

Scott Cowan (CRD# 5852359) is an Investment Advisor Representative working at Payne Capital Management, LLC in Blue Bell, PA and has over 6 years of experience in the finance industry.

2
Annalee L. Leonard
CRD#: 2937205
2810 East Cervantes Street, Pensacola, FL 32503
93
Wealthminder
score

Annalee Leonard (CRD# 2937205) is an Investment Advisor Representative working at Payne Capital Management, LLC in Pensacola, FL and has over 16 years of experience in the finance industry.

3
Robert J. Payne
CRD#: 809454
564 Skippack Pike, Blue Bell, PA 19422
93
Wealthminder
score

Robert Payne (CRD# 809454) is an Investment Advisor Representative working at Payne Capital Management, LLC in Blue Bell, PA and has over 33 years of experience in the finance industry.

4
Ryan M. Payne
CRD#: 4357027
564 Skippack Pike, Suite 300, Blue Bell, PA 19422
93
Wealthminder
score

Ryan Payne (CRD# 4357027) is an Investment Advisor Representative working at Payne Capital Management, LLC in Blue Bell, PA and has over 15 years of experience in the finance industry.

5
Michelle L. McKinnon
CRD#: 6113216
564 Skippack Pike, Suite 300, Blue Bell, PA 19422
90
Wealthminder
score

Michelle McKinnon (CRD# 6113216) is an Investment Advisor Representative working at Payne Capital Management, LLC in Blue Bell, PA and has over 4 years of experience in the finance industry.

6
Dan M. Morris
CRD#: 5875998
2810 East Cervantes Street, Pensacola, FL 32535
90
Wealthminder
score

Dan Morris (CRD# 5875998) is an Investment Advisor Representative working at Payne Capital Management, LLC in Pensacola, FL and has over 5 years of experience in the finance industry.

7
Christopher R. Payne
CRD#: 5880460
564 Skippack Pike, Blue Bell, PA 19422
90
Wealthminder
score

Christopher Payne (CRD# 5880460) is an Investment Advisor Representative working at Payne Capital Management, LLC in Blue Bell, PA and has over 5 years of experience in the finance industry.

8
Michael K. Macke
CRD#: 4178383
4655 Salisbury Road, Suite 100, Jacksonville, FL 32256
50
Wealthminder
score

Michael Macke (CRD# 4178383) is an Investment Advisor Representative working at Payne Capital Management, LLC in Jacksonville, FL and has 1 year of experience in the finance industry. Michael Macke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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