Cayena Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
TypicalAverage account size
—
About
Cayena Capital Management serves individuals and families, offering comprehensive and modular financial planning, limited financial consulting, and non‑discretionary investment consulting. The firm provides portfolio reviews, cash‑flow and retirement planning support, and planning for major life transitions; clients retain responsibility for implementing recommendations and there is no listed minimum asset requirement.
The firm describes its advisory work as grounded in fundamental analysis, historical data review, risk profiling, and general asset‑allocation principles, delivered on an hourly or planning‑engagement basis. Cayena operates as a fee‑only adviser and does not accept discretionary authority, manage client accounts, or place trades.
Notable distinctions include a recent, material change in business model: the firm no longer provides portfolio management and now focuses solely on financial planning and hourly consulting. The brochure also discloses that the principal maintains full‑time employment with an alternative lending institution and may engage in financial education activities through related entities, indicating an emphasis on educational outreach in addition to one‑on‑one planning.
Client services
Financial planning
Newsletters or periodicals
Educational seminars or workshops
Hourly consulting/advice
Expertise
Cash flow / budgeting
General retirement planning
College savings (529s, UTMA, etc.)
Debt management
Fee options
Comprehensive financial plans up to $3,000 per plan
$150 per hour
Fee-only: Hourly advisory services: $150/hour; Comprehensive financial plans: Up to $3,000 per plan
Main office location
Cayena Capital Management, LLC
Weare NH, United States
Number of offices
1
Most active in
Cayena Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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