Wealth Manager
    SEC Registered
    Manages Private Funds

    Parsons Capital Management Inc

    Registered investment advisor · Providence, Rhode Island · CRD #106295

    Assets Under Management
    $2.4B
    Client Accounts
    1,942
    Employees
    22
    CRD Number
    106295
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Parsons Capital Management Inc

    Parsons Capital Management, Inc. is a Providence-based investment advisory firm founded in 1993, offering tailored asset management solutions and leveraging over 30 years of collective investment experience. The firm focuses on personalized service and comprehensive investment advisory for individuals and institutions.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Parsons Capital Management Inc

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Parsons Capital Management Inc's AUM?

    Parsons Capital Management Inc reports approximately $2.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Parsons Capital Management Inc headquartered?

    Parsons Capital Management Inc is headquartered in Providence, Rhode Island.

    What is Parsons Capital Management Inc's CRD number?

    Parsons Capital Management Inc's CRD number is 106295. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Parsons Capital Management Inc manage?

    Parsons Capital Management Inc manages approximately 1,942 client accounts according to its latest SEC filing.

    Is Parsons Capital Management Inc SEC registered?

    Yes, Parsons Capital Management Inc is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Rhode Island

    Fiam LLC
    Smithfield, RI · $347.7B AUM
    Providence Equity Partners L.L.C.
    Providence, RI · $24.1B AUM
    Nautic Partners, LLC
    Providence, RI · $14.3B AUM
    Citizens Securities, Inc.
    Johnston, RI · $12.9B AUM
    Global Strategic Risk Management, LLC
    Providence, RI · $2.9B AUM
    Unison
    Providence, RI · $2B AUM
    See all top RIA firms in Rhode Island →

    Research firms like Parsons Capital Management Inc at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial