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The fee is billed in arrears and is negotiable.","source":"ADV PART 2 BROCHURE, filed 7 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Parsons Capital Management use?","answer":"Parsons Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.67B and National Financial Services LLC (Boston, MA), with $679M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Parsons Capital Management have?","answer":"Parsons Capital Management has 14 investment adviser representatives registered with state securities authorities, out of 22 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Parsons Capital Management invest in?","answer":"At the end of its last fiscal year, Parsons Capital Management’s separately managed accounts held 76% exchange-traded equities, 8% cash and equivalents, 6% state and local bonds, 4% registered funds (mutual funds, ETFs, BDCs), 3% investment grade corporate bonds, 2% U.S. government and agency bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Parsons Capital Management?","answer":"Parsons Capital Management’s direct owner is PCM Holdings Inc (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 8 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Parsons Capital Management get paid?","answer":"Parsons Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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