PARSONS CAPITAL MANAGEMENT INC

CRD 106295File 801-45209

APPROVED

Retail clients

Custody

Filing as of Apr 8, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.38B

Top 25% of cohort (national)

Discretionary AUM

$2.35B

Non-discretionary $29.4M

Clients

746

1,942 accounts

Employees

Top 25% of cohort in RI

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: BRO
Registration date: Nov 23, 1993
Principal office: 40 WESTMINSTER STREET, STE 400, PROVIDENCE, RI, 02903
Phone: 401-521-2440
Website: https://parsonscapital.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.38B
Discretionary AUM: $2.35B
Non-discretionary AUM: $29.4M
Discretionary accounts: 1,927
Non-discretionary accounts: 15
Total accounts: 1,942
AUM per client: $3.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	14	$52.4M
Charitable organizations	26	$127.8M
High net worth individuals	381	$2.06B
Pension and profit sharing plans	11	$16.3M
Individuals (other than high net worth individuals)	314	$128.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.