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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

PARSEC FINANCIAL

PARSEC FINANCIAL MANAGEMENT INC, CRD 104919

ASHEVILLE, NC

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:502af536-23ec-251d-3bcd-efcf6cf6832a

Data as of Apr 25, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 53
Dated events: 4
On other graphs: 1
Observed: Mar 30, 2012 to Apr 25, 2023
53 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Parsec Financial

Investment consultant · shared crd

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: $3.7BItem 5.F on the latest filing (2023-04-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.6B
Private client RAUM: $3.5BderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 76
Advisory employees: 30
Offices: 9Schedule D 1.F, beyond the principal office
Accounts: 6,580
Individual clients: 995
High net worth clients: 1,004
SEC number: 801-16359
CRD: 104919
Filings on the tape: 53
First filed: Mar 30, 2012
Latest filed: Apr 25, 2023
Organised: Corporation, North Carolina

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
BOYER, TRAVIS, LEE	CORPORATE SECRETARY	A	yes	01/2014	May 20, 2013	Apr 25, 2023
BOYER, WILLIAM, BARTON	Chairman	B	yes	08/2004	Mar 30, 2012	Apr 25, 2023
HANSEN, WILLIAM, STEVEN	TREASURER, CHIEF INVESTMENT OFFICER AND CHIEF FINANCIAL OFFICER	A	yes	05/2022	Mar 30, 2012	Apr 25, 2023
JAMES, GREGORY, DAVID	VICE PRESIDENT (CHARLOTTE OFFICE) AND PARTNER	Na	yes	08/2004	Mar 30, 2012	Apr 25, 2023
JAMES, ROGER, ALLEN	Partner	Na	yes	01/2013	Jan 4, 2013	Apr 25, 2023
MANSKE, RICHARD, DALE	CHIEF EXECUTIVE OFFICER	A	yes	10/2015	Mar 30, 2012	Apr 25, 2023
PALME, HARLI, LYNN	PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	05/2022	Jan 4, 2013	Apr 25, 2023
ZIEMER, MICHAEL, JOHN	Partner	Na	yes	04/2006	Mar 30, 2012	Apr 25, 2023
BOYER, ALYSSA, MARIE	DAUGHTER OF BART BOYER	A	no	01/2001	Mar 27, 2023	Apr 25, 2023
BOYER, ELAINE, HALL	SPOUSE OF OWNER (WILLIAM BARTON BOYER)	B	no	08/2004	Mar 20, 2015	Apr 25, 2023
BOYER, ERIC, BARTON	SON OF OWNER (WILLIAM BOYER)	A	no	01/2001	Mar 22, 2022	Apr 25, 2023
BOYER, JENNIFER, VOGEL	SPOUSE OF TRAVIS L. BOYER	A	no	09/2016	Mar 22, 2018	Apr 25, 2023
CLARK, CHRISTOPHER, JAMES	SPOUSE OF TRACY BOYER CLARK	A	no	06/2011	Mar 22, 2022	Apr 25, 2023
CLARK, TRACY, BOYER	HEAD OF MARKETING	A	no	01/2001	Mar 22, 2022	Apr 25, 2023
HANSEN, DANELLE, ANN	SPOUSE OF WILLIAM S. HANSEN	A	no	08/2004	Mar 20, 2015	Apr 25, 2023
HANSEN, IAN, DANIEL	CHILD OF WILLIAM S. HANSEN	A	no	09/2004	Mar 20, 2015	Apr 25, 2023
MANSKE, OLIVER, DALE	CHILD OF RICHARD MANSKE	A	no	03/2006	Mar 20, 2015	Apr 25, 2023
MANSKE, REBECCA, MARIE	SPOUSE OF RICHARD MANSKE	A	no	08/2004	Mar 20, 2015	Apr 25, 2023
MANSKE, STELLA, MARIE	CHILD OF RICHARD MANSKE	A	no	08/2004	Mar 20, 2015	Apr 25, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ANDREW SMALL	n/a	n/a	n/a	Y	yes	n/a
BETH DOWNER	n/a	n/a	n/a	Y	yes	n/a
BRADFORD D. BURLINGHAM	n/a	n/a	n/a	Y	yes	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
Charlotte	Nc	United States	6	no
Asheville	Nc	United States	2	no
Tryon	Nc	United States	2	no
WINSTON-SALEM	Nc	United States	2	no
SOUTHERN PINES	Nc	United States	1	no
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
2022	Mar 27, 2023	$3.7B	$3.6B	76	30	9	n/a	n/a
2021	Mar 22, 2022	$4.2B	$4.0B	73	31	5	n/a	n/a
2020	Mar 31, 2021	$3.4B	$3.2B	68	31	5	n/a	n/a
2019	Mar 30, 2020	$3.0B	$2.8B	64	37	5	n/a	n/a
2018	Mar 22, 2019	$2.4B	$2.3B	60	29	5	n/a	n/a
2017	Mar 22, 2018	$2.6B	$2.4B	60	28	4	n/a	n/a
2016	Mar 13, 2017	$2.0B	$1.9B	27	25	n/a	n/a	n/a
2015	Mar 30, 2016	$1.7B	$1.6B	23	14	n/a	n/a	n/a
2014	Mar 20, 2015	$1.7B	$1.6B	20	19	n/a	n/a	n/a
2013	Mar 24, 2014	$1.6B	$1.5B	19	18	n/a	n/a	n/a
2012	Mar 19, 2013	$1.3B	$1.2B	16	15	n/a	n/a	n/a
2011	Mar 30, 2012	$1.2B	$1.0B	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
2022	$3.7B	$4.2B	-11.4%	$3.0B	7.8%	76	73	9	5

Relationships

Controls (8)

← JAMES, GREGORY, DAVIDOwnerVICE PRESIDENT (CHARLOTTE OFFICE) AND PARTNER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← BOYER, WILLIAM, BARTONOwnerCHAIRMAN, ownership code B, individual
Mar 30, 2012 to presentfactForm ADV
← MANSKE, RICHARD, DALEOwnerCHIEF EXECUTIVE OFFICER, ownership code A, individual
Mar 30, 2012 to presentfactForm ADV
← ZIEMER, MICHAEL, JOHNOwnerPARTNER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← HANSEN, WILLIAM, STEVENOwnerTREASURER, CHIEF INVESTMENT OFFICER AND CHIEF FINANCIAL OFFICER, ownership code A, individual
Mar 30, 2012 to presentfactForm ADV
← PALME, HARLI, LYNNOwnerPRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 4, 2013 to presentfactForm ADV
← JAMES, ROGER, ALLENOwnerPARTNER, ownership code NA, individual
Jan 4, 2013 to presentfactForm ADV
← BOYER, TRAVIS, LEEOwnerCORPORATE SECRETARY, ownership code A, individual
May 20, 2013 to presentfactForm ADV

Owns (11)

← BOYER, ERIC, BARTONOwnerSON OF OWNER (WILLIAM BOYER), ownership code A, individual
Mar 22, 2022 to presentfactForm ADV
← BOYER, ELAINE, HALLOwnerSPOUSE OF OWNER (WILLIAM BARTON BOYER), ownership code B, individual
Mar 20, 2015 to presentfactForm ADV
← MANSKE, REBECCA, MARIEOwnerSPOUSE OF RICHARD MANSKE, ownership code A, individual
Mar 20, 2015 to presentfactForm ADV
← MANSKE, STELLA, MARIEOwnerCHILD OF RICHARD MANSKE, ownership code A, individual
Mar 20, 2015 to presentfactForm ADV
← MANSKE, OLIVER, DALEOwnerCHILD OF RICHARD MANSKE, ownership code A, individual
Mar 20, 2015 to presentfactForm ADV
← HANSEN, DANELLE, ANNOwnerSPOUSE OF WILLIAM S. HANSEN, ownership code A, individual
Mar 20, 2015 to presentfactForm ADV
← HANSEN, IAN, DANIELOwnerCHILD OF WILLIAM S. HANSEN, ownership code A, individual
Mar 20, 2015 to presentfactForm ADV
← BOYER, JENNIFER, VOGELOwnerSPOUSE OF TRAVIS L. BOYER, ownership code A, individual
Mar 22, 2018 to presentfactForm ADV
← CLARK, TRACY, BOYEROwnerHEAD OF MARKETING, ownership code A, individual
Mar 22, 2022 to presentfactForm ADV
← CLARK, CHRISTOPHER, JAMESOwnerSPOUSE OF TRACY BOYER CLARK, ownership code A, individual
Mar 22, 2022 to presentfactForm ADV
← BOYER, ALYSSA, MARIEOwnerDAUGHTER OF BART BOYER, ownership code A, individual
Mar 27, 2023 to presentfactForm ADV

Registered with (34)

← HARLI LYNN PALMEAdvisorregistration: previous registration
Jan 19, 2006 to Apr 28, 2023factForm ADV
← JEFFREY SCOTT KITTRELLAdvisorregistration: previous registration
Sep 6, 2017 to Apr 27, 2023factForm ADV
← GREGORY DAVID JAMESAdvisorregistration: previous registration
Dec 31, 2001 to Apr 27, 2023factForm ADV
← RICHARD DALE MANSKEAdvisorregistration: previous registration
Dec 31, 2001 to Apr 27, 2023factForm ADV
← ELIZABETH HURT CUNAGINAdvisorregistration: previous registration
Sep 16, 2016 to Apr 27, 2023factForm ADV
← GEORGE MICHAEL BAUGHMANAdvisorregistration: previous registration
Apr 1, 2016 to Apr 27, 2023factForm ADV
← DOUGLAS WILLIAM BAZLEYAdvisorregistration: previous registration
Apr 14, 2022 to Apr 27, 2023factForm ADV
← MICHAEL JOHN ZIEMERAdvisorregistration: previous registration
Sep 10, 2004 to Apr 27, 2023factForm ADV
← ERICA ROHLFING LYALLAdvisorregistration: previous registration
May 5, 2022 to Apr 27, 2023factForm ADV
← SARAH DUFFELL DERGARABEDIANAdvisorregistration: previous registration
Sep 26, 2007 to Apr 27, 2023factForm ADV
← NEAL ARTHUR NOLANAdvisorregistration: previous registration
Mar 9, 2006 to Apr 27, 2023factForm ADV
← HILARY ANGELA DANIELAdvisorregistration: previous registration
Mar 9, 2021 to Apr 27, 2023factForm ADV
← CHAD EVANS FOSTERAdvisorregistration: previous registration
Apr 24, 2014 to Apr 27, 2023factForm ADV
← ROGER ALLEN JAMESAdvisorregistration: previous registration
May 22, 2007 to Apr 27, 2023factForm ADV
← TRAVIS LEE BOYERAdvisorregistration: previous registration
Jul 30, 2012 to Apr 27, 2023factForm ADV
← MARK ALEXANDER LEWISAdvisorregistration: previous registration
Sep 27, 2007 to Apr 27, 2023factForm ADV
← AARON DAVID COMBSAdvisorregistration: previous registration
Jul 20, 2012 to Apr 27, 2023factForm ADV
← JESSIE MARIE GOODWINAdvisorregistration: previous registration
Nov 13, 2014 to Apr 27, 2023factForm ADV
← ASHLEY M GRAGTMANSAdvisorregistration: previous registration
Oct 22, 2013 to Apr 27, 2023factForm ADV
← JUDSON STEWARD MEINHARTAdvisorregistration: previous registration
Aug 2, 2018 to Apr 27, 2023factForm ADV
← Lori Katherine PilonAdvisorregistration: previous registration
Mar 25, 2021 to Apr 27, 2023factForm ADV
← BENJAMIN MATTHEW BLAKEAdvisorregistration: previous registration
Mar 20, 2017 to Apr 27, 2023factForm ADV
← Edmund Breen ClaphamAdvisorregistration: previous registration
Nov 12, 2018 to Apr 27, 2023factForm ADV
← CHRISTINA ERIN SCHAPPERTAdvisorregistration: previous registration
Apr 5, 2019 to Apr 27, 2023factForm ADV
← BRADLEY NELSON BURKAdvisorregistration: previous registration
Oct 11, 2021 to Apr 27, 2023factForm ADV
← ANNA ELIZABETH BRUDERAdvisorregistration: previous registration
Jun 7, 2022 to Apr 27, 2023factForm ADV
← Anne Andrews FlinkAdvisorregistration: previous registration
Aug 11, 2017 to Jan 18, 2022factForm ADV
← KENNETH ALLEN MILLSAPPSAdvisorregistration: previous registration
Jul 26, 2017 to Aug 2, 2021factForm ADV
← DANIEL CALHOUN JOHNSONAdvisorregistration: previous registration
Aug 19, 2013 to Feb 2, 2021factForm ADV
← JACQUELINE FENIX ROGERSAdvisorregistration: previous registration
Jul 24, 2018 to Jun 17, 2020factForm ADV
and 4 more

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 18, 2022
Advisor changed firm
Anne Andrews Flink left Parsec Financial for Captrust (registered 2022-02-25)
Form ADVobserved 4 days ago
Occurred
Mar 22, 2018
Regulatory AUM changed
Parsec Financial reported RAUM $2.6B, up 28% from $2.0B (2017-10-31 to 2018-03-22)
Form ADVobserved 4 days ago
$554M

Show 2 bookkeeping events

Occurred
Mar 30, 2020
Parsec Financial reported 37 state-registered advisory representatives, up from 0 (2019-10-29 to 2020-03-30)
Occurred
Mar 22, 2019
Parsec Financial reported 0 state-registered advisory representatives, down from 30 (2019-01-23 to 2019-03-22)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:502af536-23ec-251d-3bcd-efcf6cf6832a
First observed: Mar 30, 2012
Last observed: Apr 25, 2023 41 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.

PARSEC FINANCIAL

PARSEC FINANCIAL MANAGEMENT INC, CRD 104919

ASHEVILLE, NC

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:502af536-23ec-251d-3bcd-efcf6cf6832a

Data as of Apr 25, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:27 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOYER, TRAVIS, LEE

CORPORATE SECRETARY

yes

01/2014

May 20, 2013

Apr 25, 2023

BOYER, WILLIAM, BARTON

Chairman

yes

08/2004

Mar 30, 2012

Apr 25, 2023

HANSEN, WILLIAM, STEVEN

TREASURER, CHIEF INVESTMENT OFFICER AND CHIEF FINANCIAL OFFICER

yes

05/2022

Mar 30, 2012

Apr 25, 2023

JAMES, GREGORY, DAVID

VICE PRESIDENT (CHARLOTTE OFFICE) AND PARTNER

yes

08/2004

Mar 30, 2012

Apr 25, 2023

JAMES, ROGER, ALLEN

Partner

yes

01/2013

Jan 4, 2013

Apr 25, 2023

MANSKE, RICHARD, DALE

CHIEF EXECUTIVE OFFICER

yes

10/2015

Mar 30, 2012

Apr 25, 2023

PALME, HARLI, LYNN

PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER

yes

05/2022

Jan 4, 2013

Apr 25, 2023

ZIEMER, MICHAEL, JOHN

Partner

yes

04/2006

Mar 30, 2012

Apr 25, 2023

BOYER, ALYSSA, MARIE

DAUGHTER OF BART BOYER

01/2001

Mar 27, 2023

Apr 25, 2023

BOYER, ELAINE, HALL

SPOUSE OF OWNER (WILLIAM BARTON BOYER)

08/2004

Mar 20, 2015

Apr 25, 2023

BOYER, ERIC, BARTON

SON OF OWNER (WILLIAM BOYER)

01/2001

Mar 22, 2022

Apr 25, 2023

BOYER, JENNIFER, VOGEL

SPOUSE OF TRAVIS L. BOYER

09/2016

Mar 22, 2018

Apr 25, 2023

CLARK, CHRISTOPHER, JAMES

SPOUSE OF TRACY BOYER CLARK

06/2011

Mar 22, 2022

Apr 25, 2023

CLARK, TRACY, BOYER

HEAD OF MARKETING

01/2001

Mar 22, 2022

Apr 25, 2023

HANSEN, DANELLE, ANN

SPOUSE OF WILLIAM S. HANSEN

08/2004

Mar 20, 2015

Apr 25, 2023

HANSEN, IAN, DANIEL

CHILD OF WILLIAM S. HANSEN

09/2004

Mar 20, 2015

Apr 25, 2023

MANSKE, OLIVER, DALE

CHILD OF RICHARD MANSKE

03/2006

Mar 20, 2015

Apr 25, 2023

MANSKE, REBECCA, MARIE

SPOUSE OF RICHARD MANSKE

08/2004

Mar 20, 2015

Apr 25, 2023

MANSKE, STELLA, MARIE

CHILD OF RICHARD MANSKE

08/2004

Mar 20, 2015

Apr 25, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ANDREW SMALL

n/a

yes

n/a

BETH DOWNER

n/a

yes

n/a

BRADFORD D. BURLINGHAM

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Charlotte

United States

Asheville

United States

Tryon

United States

WINSTON-SALEM

United States

SOUTHERN PINES

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 27, 2023

$3.7B

$3.6B

n/a

2021

Mar 22, 2022

$4.2B

$4.0B

n/a

2020

Mar 31, 2021

$3.4B

$3.2B

n/a

2019

Mar 30, 2020

$3.0B

$2.8B

n/a

2018

Mar 22, 2019

$2.4B

$2.3B

n/a

2017

Mar 22, 2018

$2.6B

$2.4B

n/a

2016

Mar 13, 2017

$2.0B

$1.9B

n/a

2015

Mar 30, 2016

$1.7B

$1.6B

n/a

2014

Mar 20, 2015

$1.7B

$1.6B

n/a

2013

Mar 24, 2014

$1.6B

$1.5B

n/a

2012

Mar 19, 2013

$1.3B

$1.2B

n/a

2011

Mar 30, 2012

$1.2B

$1.0B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$3.7B

$4.2B

-11.4%

$3.0B

7.8%