# Parsons Capital Management, Inc.

> Parsons Capital Management, Inc. (PCM) is one of the largest independently owned, SEC-registered investment advisory firms in the New England region. Founded in 1993 by Robert W. Parsons and J. Geddes Parsons, the firm has grown from $60 million in assets under management (AUM) in 1994 to over $2 billion as of December 31, 2025. PCM serves individuals, trusts, foundations, institutions, and retirement accounts from offices in Providence, RI (headquarters), Hobe Sound, FL, and Denver, CO. The firm employs 22 people, of whom 12 are portfolio managers. PCM was named the #1 firm on the CNBC Financial Advisor 100 list for 2025.

## Key Facts

- **Founded:** 1993
- **Headquarters:** 40 Westminster Street, Suite 400, Providence, RI 02903
- **Additional Offices:** Hobe Sound, FL; Denver, CO
- **Employees:** 22 (12 portfolio managers)
- **Phone:** 401.521.2440 | Toll Free: 888.521.2440
- **Email:** info@parcap.com
- **Registration:** SEC Registered Investment Adviser

## Pages

- [Home](https://parsonscapital.com/): Overview of the firm, key statistics, Form CRS, and latest Perspectives newsletter.
- [Our Firm](https://parsonscapital.com/about): Overview of PCM's mission, scale, and investment philosophy. Highlights experience across market cycles, in-depth analysis, and client-centered financial guidance.
- [Our Team](https://parsonscapital.com/team): Profiles of all management and administrative staff, including founders Robert W. Parsons and J. Geddes Parsons, President/CEO John H. Mullen, and other managing directors, portfolio managers, and compliance staff.
- [Our History](https://parsonscapital.com/history): Founding story (1993), firm growth timeline, key personnel additions, 2021 executive reorganization, and expansion to three office locations.
- [Our Services](https://parsonscapital.com/services): Investment management services for individuals, trusts, foundations, institutions, and retirement accounts. Financial planning areas include personal financial planning, trusts, retirement funding, education funding, cash flow analysis, and estate planning. Research-driven approach using fundamental, quantitative, and technical analysis.
- [Our Standards](https://parsonscapital.com/standards): Core principles of client service — personal attention (direct access to portfolio managers), professional expertise, and long-term performance track record.
- [Media](https://parsonscapital.com/media): Archive of the firm's "Perspectives" quarterly newsletter, written by PCM portfolio managers. Covers equity and fixed income market performance, economic developments, and investment outlook.
- [News](https://parsonscapital.com/news): Curated external news articles and firm announcements relevant to clients and investors, including PCM's CNBC FA 100 recognition.
- [Resources](https://parsonscapital.com/resources): Client resources including the Perspectives newsletter, custodian login links (Fidelity, Charles Schwab), the PCM eMoney client portal, and information on the CFP Board certification.
- [Disclosures](https://parsonscapital.com/disclosures): Full regulatory disclosures covering PCM's SEC registration status, limitations on investment advice, rankings disclaimers, and terms of website use.
- [Contact](https://parsonscapital.com/contact): Contact form and addresses/phone numbers for all three offices (Providence RI, Hobe Sound FL, Denver CO).

## Management Team

- **Robert W. Parsons** — Founder, Managing Director
- **J. Geddes Parsons** — Founder, Managing Director
- **John H. Mullen** — Managing Director, President and CEO
- **John B. Trevor IV, CFP®** — Managing Director, Secretary and CISO
- **C. Bateman Parsons** — Managing Director, Treasurer and CFO
- **Stacey L. Sternberg, IACCP®** — Chief Compliance Officer
- **Peter M. Hunt** — Principal, Managing Director
- **David Von Hemert, CFA** — Principal, Managing Director
- **Ruth K. Mullen** — Principal, Managing Director
- **Edwin G. Fischer, Jr.** — Principal, Managing Director
- **Joan M. Caine, CFA** — Managing Director
- **Gregory J. Lavine, CFA, CFP®** — Director of Fixed Income
- **Andrew E. Snape** — Portfolio Manager

## Regulatory Documents

- [Form CRS (Client Relationship Summary)](https://parsonscapital.com/): Available for download on the homepage.
- [ADV Brochure](https://parsonscapital.com/): Available for download on the homepage.