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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-23-1993
- Office Locations
- 2
Office Locations
About Parsons Capital Management INC
Parsons Capital Management is an independent investment manager serving individuals, trusts, foundations, institutions, and retirement accounts. The team builds discretionary portfolios focused on asset allocation and risk management, using ETFs alongside fixed income and mutual funds. Serves both retail and institutional channels and commonly custodies at Schwab and Fidelity. Named a 2025 CNBC FA 100 award winner.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN HENRY MULLEN
Managing Director, President
- CRD
- #5205327
- Ownership
- Less than 5%
CHARLES BATEMAN PARSONS
Certified Financial Planner, TREASURER
- CRD
- #6292792
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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JOAN MARIE CAINE
Managing Director
- CRD
- #7271888
EDWIN G FISCHER JR.
Principal, Managing Director
- CRD
- #3172830
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,354,843,878 | $1,222,026 |
| Non-Discretionary | $29,353,977 | $1,956,932 |
| Total | $2,384,197,855 | $1,227,702 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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