Joey Payne

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2021-03-01

KY RA
APPROVED

Since 2021-03-01

Branch Locations

Lexington, KY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
University Of Kentucky	Lexington	KY	10/1999	09/2016
Cammack Retirement Group	Wellesley	MA	09/2016	02/2021
Capfinancial Partners, Llc. (Captrust)	Raliegh	NC	02/2021	Present

10/1999 → 09/2016

University Of Kentucky

Lexington, KY
09/2016 → 02/2021

Cammack Retirement Group

Wellesley, MA
02/2021 → Present

Capfinancial Partners, Llc. (Captrust)

Raliegh, NC

Previous Registrations

2016-09-22 → 2021-05-18

Cammack Retirement Group

Lexington, KY

Wellesley, MA

Other Businesses

Name: Holy Spirit Catholic Church- Newman Center Address: 320 Rose Street, Lexington, KY 40508 Not Investment Related Nature: Church Position/Title: Advisory Board Member Start: 08/27/2025 Hours/Month: 1 Hours during Market Hours: 0 Duties: volunteer as Finance Committee Chair

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-05-11

S65 Uniform Investment Adviser Law Examination

2016-05-11

View on SEC IAPD