Parsons Capital Management Inc
- Regulatory AUM
- $2.4B
- Discretionary
- $2.4B
- Clients
- 746
- Avg AUM / client
- $3.2M
- Accounts
- 1,942
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Apr 08, 2026
Investments (13F portfolio — 488 positions, $2,188,435,011)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $187,182,947 | 737,551 | 8.55% | 7.85% |
| 2 | Microsoft Corp | COM | $73,950,759 | 199,775 | 3.38% | 3.1% |
| 3 | 3 M Co | COM | $73,514,285 | 506,192 | 3.36% | 3.08% |
| 4 | Jpmorgan Chase & Co | COM | $72,822,838 | 247,562 | 3.33% | 3.05% |
| 5 | Berkshire Hathaway Inc Del | CL B NEW | $68,045,442 | 141,998 | 3.11% | 2.85% |
| 6 | Amazon Com Inc | COM | $59,661,441 | 286,462 | 2.73% | 2.5% |
| 7 | Alphabet Inc | CAP STK CL A | $54,475,659 | 189,441 | 2.49% | 2.28% |
| 8 | Nvidia Corporation | COM | $48,621,727 | 278,794 | 2.22% | 2.04% |
| 9 | Exxon Mobil Corp | COM | $45,397,405 | 267,579 | 2.07% | 1.9% |
| 10 | Vanguard Index Fds | S&P 500 ETF SHS | $40,604,368 | 67,951 | 1.86% | 1.7% |
| 11 | Nextera Energy Inc | COM | $31,678,914 | 341,074 | 1.45% | 1.33% |
| 12 | Eli Lilly & Co | COM | $27,573,019 | 29,978 | 1.26% | 1.16% |
| 13 | Caterpillar Inc | COM | $26,677,062 | 37,655 | 1.22% | 1.12% |
| 14 | Berkshire Hathaway Inc Del | CL A | $25,853,040 | 36 | 1.18% | 1.08% |
| 15 | Alphabet Inc | CAP STK CL C | $25,374,776 | 88,457 | 1.16% | 1.06% |
| 16 | International Business Machs | COM | $24,776,633 | 102,218 | 1.13% | 1.04% |
| 17 | Abbvie Inc | COM | $23,921,057 | 109,987 | 1.09% | 1.0% |
| 18 | Johnson & Johnson | COM | $23,892,613 | 97,744 | 1.09% | 1.0% |
| 19 | Rtx Corporation | COM | $23,669,277 | 122,702 | 1.08% | 0.99% |
| 20 | Chevron Corporation | COM | $21,732,437 | 105,038 | 0.99% | 0.91% |
| 21 | Emerson Elec Co | COM | $21,637,429 | 165,146 | 0.99% | 0.91% |
| 22 | Ishares Tr | CORE S&P500 ETF | $17,704,480 | 27,104 | 0.81% | 0.74% |
| 23 | Home Depot Inc | COM | $17,242,717 | 52,427 | 0.79% | 0.72% |
| 24 | Broadcom Inc | COM | $16,326,034 | 52,748 | 0.75% | 0.68% |
| 25 | Energy Transfer L P | COM UT LTD PTN | $16,234,118 | 841,146 | 0.74% | 0.68% |
Top 25 of 488 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 314 | $128M | 5.38% |
| High net worth individuals | 381 | $2.1B | 86.4% |
| Pension and profit sharing plans | 11 | $16.3M | 0.68% |
| Charitable organizations | 26 | $128M | 5.36% |
| Corporations and other businesses | 14 | $52.4M | 2.2% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Providence Public Library Foundation EIN 342052912 | Providence, RI | 06/30/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Jetblue Airways Retirement Plan Jetblue Airways Corporation | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Henry Mullen | President | Dec 2008 (18y) | Less than 5% | |
| John Bond Trevor | Secretary | CFP | Jan 2011 (16y) | Less than 5% |
| Stacey Lea Sternberg | Chief Compliance Officer | Nov 2013 (13y) | Less than 5% | |
| Charles Bateman Parsons | Treasurer | Apr 2016 (10y) | Less than 5% | |
| John Geddes Parsons | Registered representative | Jan 1994 (33y) | ||
| Robert White Parsons | Registered representative | Jan 1994 (33y) | ||
| Peter Meehan Hunt | Registered representative | Apr 1995 (31y) | ||
| Edwin G Fischer | Registered representative | Jul 1999 (27y) | ||
| David Von Hemert | Registered representative | CFA | Aug 1999 (27y) | |
| Ruth Killeen Mullen | Registered representative | Dec 2008 (18y) | ||
| Linda Jane Jamison | Registered representative | Nov 2013 (13y) | ||
| Joan Marie Caine | Registered representative | CFA | Jul 2020 (6y) | |
| Gregory Joseph Lavine | Registered representative | CFP CFA | Jun 2023 (3y) | |
| Andrew E. Snape | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pcm Holdings Inc | Sole Shareholder | Jul 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Jetblue Airways Retirement Plan | Jetblue Airways Corporation | 23,089 | $5.4B | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Providence Public Library Foundation | Public charity | $31.0M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/08/2026 | 975 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $1.7B (70% of AUM) Apr 2026
- National Financial Services (Fidelity) $679M (28% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 08, 2026.
View current Form ADV (SEC/IAPD) ↗