PAYNE FINANCIAL MANAGEMENT, L.L.C.

Overview

Payne Financial Management, L.L.C. is an independent, owner-operated registered investment adviser that serves individuals and families, with a particular emphasis on financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and also offers hourly billing for specific planning work. Educational seminars and workshops are listed among its business activities, indicating a client-facing advisory approach that blends ongoing portfolio oversight with periodic planning engagements and client education. Investment activity is concentrated in publicly traded equities—Exchange Traded Equities are the firm’s dominant holding type—reflecting a preference for liquid, transparent instruments. The firm is not an active ESG investor, does not act as a capital allocator to third-party alternative managers, and is not set up as a multi-state adviser, which suggests a geographically focused client base and a relatively concentrated product menu.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices