Parisi Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Stirling NJ
Advisors at this office
2
Most active in
New Jersey
Also doing business as
Parisi Capital · Parisi Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Blake P
Series 66
Stirling, NJ
Parisi Capital
Blake Parisi is a financial advisor at Parisi Capital with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2018 to 2020. Prior to his advisory career, he was affiliated with Rutgers University. Parisi Capital provides continuous investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a passive investment approach using index mutual funds and ETFs combined with technical and charting analysis, managing accounts on a discretionary basis with quarterly reviews.
Anthony F
Series 66
Stirling, NJ
Parisi Capital
Anthony Fimognari is a financial advisor at Parisi Capital with one year of industry experience. He holds a Series 66 designation and previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors, LLC. Outside of finance, he has been involved with Natale’s Pizza and Restaurant since 2014. Parisi Capital provides ongoing financial planning and investment management services to individual clients, including high-net-worth individuals. The firm combines passive investment strategies using index funds and ETFs with technical and charting analysis to guide sector selection and timing decisions.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)