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PKS INVESTMENT ADVISORS LLC
CRD 110147 · SEC 801-96235
1801 SWEETBAY DRIVE, SALISBURY, MD, 21804, United States
Phone
410-546-5600
Fax
410-548-9576
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$367.2M
Discretionary AUM
$260.8M
Team
9 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 384 | $75.1M |
| High net worth individuals | 73 | $204.7M |
| Pension/profit sharing plans | 34 | $80.4M |
| Corporations/business entities | 9 | $7.0M |
States served
DE, MD, NC, PA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD