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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

PARSONS CAPITAL MANAGEMENT, LLC

CRD 114494

NEW HOPE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:49bbd014-8e2c-ec3b-9e9c-e88fa1ebfad2

Data as of Mar 13, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 5
On other graphs: 0
Observed: Mar 27, 2012 to Mar 13, 2025
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $804MItem 5.F on the latest filing (2025-03-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $804M
Private client RAUM: $790MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,830
Individual clients: 404
High net worth clients: 267
SEC number: 801-61362
CRD: 114494
Filings on the tape: 31
First filed: Mar 27, 2012
Latest filed: Mar 13, 2025
Organised: Limited Liability Company, PA
Website: parsonscapitalmanagement.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PARSONS, RUSSELL, JOHN	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	yes	06/2001	Mar 27, 2012	Nov 14, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 13, 2025	$804M	$804M	6	2	1	n/a	n/a
2023	Mar 14, 2024	$661M	$661M	6	2	1	n/a	n/a
2022	Mar 16, 2023	$531M	$531M	6	2	0	n/a	n/a
2021	Mar 4, 2022	$601M	$601M	6	2	0	n/a	n/a
2020	Mar 23, 2021	$467M	$467M	6	2	0	n/a	n/a
2019	Mar 26, 2020	$369M	$369M	5	2	0	n/a	n/a
2018	Mar 21, 2019	$301M	$301M	4	1	0	n/a	n/a
2017	Mar 14, 2018	$300M	$300M	4	1	0	n/a	n/a
2016	Mar 24, 2017	$245M	$245M	4	1	n/a	n/a	n/a
2015	Mar 3, 2016	$201M	$201M	3	1	n/a	n/a	n/a
2014	Mar 26, 2015	$190M	$190M	3	1	n/a	n/a	n/a
2013	Feb 12, 2014	$158M	$158M	2	1	n/a	n/a	n/a
2012	Feb 19, 2013	$129M	$119M	2	1	n/a	n/a	n/a
2011	Mar 27, 2012	$118M	$108M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$804M	$661M	21.6%	$601M	10.2%	6	6	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CW ADVISORS, LLC	2	Jun 9, 2025	May 1, 2025	NEW HOPE, PA	Team lift out	RIA to RIA	100.0%

Relationships

Registered with (2)

← RUSSELL JOHN PARSONSAdvisorregistration: previous registration
Dec 7, 2001 to Jun 9, 2025factForm ADV
← Andrew H ParsonsAdvisorregistration: previous registration
Jan 9, 2020 to Jun 9, 2025factForm ADV

Moved with (1)

→ CW ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Jun 9, 2025 to May 1, 2025factForm ADV

Controls (1)

← PARSONS, RUSSELL, JOHNOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 27, 2012 to Nov 14, 2024factForm ADV

Dated events

Occurred
Jul 1, 2025
Left the SEC roster
Parsons Capital Management, Llc no longer on the SEC adviser roster (last listed 2025-06-02, RAUM $803.8M)
Form ADVobserved 4 days ago
$804M
Occurred
Jun 9, 2025
Team lift-out
2 advisors left Parsons Capital Management, LLC (New Hope, PA) for CW Advisors, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jun 9, 2025
Advisor changed firm
Andrew H Parsons left Parsons Capital Management, Llc for Cw Advisors, Llc (registered 2025-05-01)
Form ADVobserved 4 days ago
Occurred
Jun 9, 2025
Advisor changed firm
Russell John Parsons left Parsons Capital Management, Llc for Cw Advisors, Llc (registered 2025-04-30)
Form ADVobserved 4 days ago
Occurred
Mar 4, 2022
Regulatory AUM changed
Parsons Capital Management, Llc reported RAUM $601.5M, up 29% from $467.2M (2021-03-24 to 2022-03-04)
Form ADVobserved 4 days ago
$134M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:49bbd014-8e2c-ec3b-9e9c-e88fa1ebfad2
First observed: Mar 27, 2012
Last observed: Mar 13, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PARSONS CAPITAL MANAGEMENT, LLC

CRD 114494

NEW HOPE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:49bbd014-8e2c-ec3b-9e9c-e88fa1ebfad2

Data as of Mar 13, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:26 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PARSONS, RUSSELL, JOHN

PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

06/2001

Mar 27, 2012

Nov 14, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 13, 2025

$804M

n/a

2023

Mar 14, 2024

$661M

n/a

2022

Mar 16, 2023

$531M

n/a

2021

Mar 4, 2022

$601M

n/a

2020

Mar 23, 2021

$467M

n/a

2019

Mar 26, 2020

$369M

n/a

2018

Mar 21, 2019

$301M

n/a

2017

Mar 14, 2018

$300M

n/a

2016

Mar 24, 2017

$245M

n/a

2015

Mar 3, 2016

$201M

n/a

2014

Mar 26, 2015

$190M

n/a

2013

Feb 12, 2014

$158M

n/a

2012

Feb 19, 2013

$129M

$119M

n/a

2011

Mar 27, 2012

$118M

$108M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$804M

$661M

21.6%

$601M

10.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CW ADVISORS, LLC

Jun 9, 2025

May 1, 2025

NEW HOPE, PA

Team lift out

RIA to RIA

100.0%