Robert Payne
Payne Capital Management · Blue Bell, Pennsylvania
Robert Payne is a fee-only financial advisor at Payne Capital Management in Blue Bell, Pennsylvania. Payne Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Payne Capital Management |
|---|---|
| Based in | Blue Bell, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.34B across 4,283 accounts |
| SEC registration | Investment adviser representative in FL, NJ · CRD 809454 |
| Exams passed | Series 63 (1983) · Series 65 (2006) |
| Firm size | 17 employees |
| Disclosures | Reported; see the SEC record |
| Website | open.spotify.com/show/3x6g6tlzdzps7ympu1uv1z |
How Robert's firm compares
- Payne Capital Management's average account is about $313,000, from its Form ADV (assets managed divided by 4,283 accounts).
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Questions about Robert
Is Robert Payne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Payne Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Payne Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Payne based?
Robert Payne is based in Blue Bell, Pennsylvania.
Is Robert Payne registered with the SEC?
Yes. Robert Payne is registered as an investment adviser representative in FL and NJ (CRD 809454), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Payne Capital Management manage?
Payne Capital Management reports $1.34B across 4,283 accounts in assets under management.
How do I contact Robert Payne?
Through Robert's website, open.spotify.com/show/3x6g6tlzdzps7ympu1uv1z.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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