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| Happy Holidays!! thanks for using AUM13F!! |
| PKS Investment Advisors LLC
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| CRD # | 110147 |
| SEC # | 801-96235 |
| CIK # | |
| AUM | $242.4 M (2025-03-26) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 410-546-5600 |
| Address | 1801 Sweetbay Drive Salisbury, MD 21804 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 357 | 71.2 |
| (b) Individuals (high net worth individuals) | 59 | 142.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 22.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 5.8 |
| (n) Other | 0 | 0.0 |
| Total | 878 | 242.4 |
| By Discretionary | ||
| Discretionary | 864 | 232.5 |
| Non-Discretionary | 14 | 9.9 |
| Total | 878 | 242.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 240.9 | |
| Total | 878 | 242.4 |
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|---|---|---|
|
Sound Stewardship LLC
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|
KS | 0.2 |
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TX | 0.2 |
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OH | 0.2 |
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Accelerate Investment Advisors LLC
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CA | 0.2 |
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Philip O Johnson & Company Ltd
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AZ | 0.2 |
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Saybrook Wealth Group Inc
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CT | 0.2 |
|
Elevation Capital Advisory LLC
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OR | 0.2 |
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Koenig Investment Advisory LLC
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OR | 0.2 |
|
Legacy Investment Solutions LLC
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|
ID | 0.2 |