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| Keyboard |
| PKS Investment Advisors LLC
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|---|---|
| CRD # | 110147 |
| SEC # | 801-96235 |
| CIK # | |
| AUM | 367.2 M (2026-03-27) |
| 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) | 384 | 75.1 |
| (b) Individuals (high net worth individuals) | 73 | 204.7 |
| (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 | 34 | 80.4 |
| (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 | 9 | 7.0 |
| (n) Other | 0 | 0.0 |
| Total | 986 | 367.2 |
| By Discretionary | ||
| Discretionary | 933 | 260.8 |
| Non-Discretionary | 53 | 106.4 |
| Total | 986 | 367.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 365.6 | |
| Total | 986 | 367.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
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|
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Yosemite Capital Management LLC
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Strategy Financial Services LLC
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|
Sebold Capital Management Inc
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|
IL | 364.3 M |
|
Maripau Wealth Management LLC
✚
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