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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 23, 2025 and April 8, 2026, reported AUM increased 13.8%, from $2.1B to $2.4B.
Across 5 reported observations, AUM increased 28.2% between September 29, 2022 and April 8, 2026, from $1.9B to $2.4B.
Of the latest reported AUM, 98.8% is discretionary and 1.2% is non-discretionary.
The firm reports 12 advisory representatives and 780 clients, or 65 clients per representative. That equates to $3.1M in reported AUM per client.
The profile lists 2 reported office locations and 32 years in operation. The source data was last updated on April 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Parsons Capital Management INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Parsons Capital Management INC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Parsons Capital Management INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.