RIA Intel›Advisers›North Carolina›PARSEC FINANCIAL MANAGEMENT INC

PARSEC FINANCIAL MANAGEMENT INC

Advisory

N·ASHEVILLE, NC

Data as of Apr 25, 2023 · Source: SEC Form ADV

Total AUM

$3.7B

1-Year AUM Growth

-11.4%

3-Year CAGR

+7.9%

Employees

30

Assets Under Management

Total AUM$3.7B

Discretionary AUM$3.6B

Non-Discretionary AUM$194M

Discretionary %94.8%

Total Clients—

Team

Total Employees30

Investment Advisers76

Employee Growth (1Y)—

Filing History

Total Filings on Record78

First FilingJan 31, 2001

Latest FilingApr 25, 2023

🔒 Full AUM trend chart and 78 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PARSEC FINANCIAL MANAGEMENT INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.