Parsons Capital Management INC

About

Independent Investment Management - Parsons Capital 401.521.2440 info@parcap.com A Tradition in Money Management Parsons Capital Management is one of the largest independently owned investment management firms in the region. Our assets under management have increased from $60 million in 1994 to over $2 billion as of December 31, 2025. Our investment professionals work with individuals, trusts, foundations, institutions, and retirement accounts. We believe that successful asset management results from our collective personal experience gathered over numerous market cycles, in-depth analysis of the current markets, and a thorough understanding of the financial needs of our clients. $ 2 + Billion in AUM as of December 31, 2025 30 Years in Business 3 Office Locations CNBC Financial Advisor Award Winner 2025 CNBC 2025 FA 100: This rating is as of October 1, 2025, based upon a questionnaire completed by Parsons Capital Management, Inc. ("PCM") and other participating advisers. PCM did not pay a fee to be included in any such ranking. However, after receiving the designation (and not as a condition to receiving it), PCM paid a fee in exchange for logo licensing, plaques, or other means to commemorate the designation. The rating may not be representative of any one client’s experience, does not evaluate the quality of services provided to clients and is not indicative of future performance. CNBC is not affiliated with PCM. The Financial Advisor 100 is based on core data points gather

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