Parisi Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,106,480
Clients
44
7% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
44
HighAverage account size
$206,965
About
Parisi Capital provides continuous investment management and ongoing financial planning to individual clients, including high-net-worth individuals. The firm states it develops a personalized investment policy or plan and addresses areas such as net worth, cash flow, insurance, retirement, college planning, and estate planning, and it does not impose a minimum account size requirement.
The firm primarily practices passive investment management by building portfolios from index mutual funds and exchange-traded funds to achieve target asset allocations, while also using technical and charting analysis to inform sector selection and timing decisions. Accounts are managed on a discretionary basis with quarterly reviews, and clients may impose reasonable restrictions through their advisory agreements.
Parisi Capital’s combination of index-based, passive portfolios with technical/charting techniques is an uncommon pairing among independent advisers, and the firm includes comprehensive financial planning as part of its investment management service. It states it executes client trades on an individual basis rather than block trading, does not vote client proxies, and recommends Charles Schwab as custodian while generally not providing separate written investment reports to clients.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
Retirement income strategy
General retirement planning
Fee options
All Fixed Income Investment Assets+: 0.50% annually All Equity Investment Assets+: 1.00% annually
Fee-only: Advisory fees based on assets under management as described; no commissions or other compensation from product sales.
Main office location
Parisi Capital
Stirling NJ, United States
Number of offices
1
Most active in
Parisi Capital has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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