Robert Parsons
Parsons Capital Management · Hobe Sound, Florida
Robert Parsons is a fee-only financial advisor at Parsons Capital Management in Hobe Sound, Florida. Parsons Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Parsons Capital Management |
|---|---|
| Based in | Hobe Sound, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.38B across 1,942 accounts |
| SEC registration | Investment adviser representative in FL, NY, RI · CRD 357271 |
| Exams passed | Series 63 (1982) |
| Firm size | 22 employees |
| Disclosures | Reported; see the SEC record |
| Website | parsonscapital.com |
How Robert's firm compares
- Parsons Capital Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 1,942 accounts).
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Questions about Robert
Is Robert Parsons a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Parsons Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Parsons Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Parsons based?
Robert Parsons is based in Hobe Sound, Florida.
Is Robert Parsons registered with the SEC?
Yes. Robert Parsons is registered as an investment adviser representative in FL, NY and RI (CRD 357271), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Parsons Capital Management manage?
Parsons Capital Management reports $2.38B across 1,942 accounts in assets under management.
How do I contact Robert Parsons?
Through Robert's website, parsonscapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Florida
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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