Overview
Assets Under Management: $367 million
Headquarters: SALISBURY, MD
High-Net-Worth Clients: 73
Average Client Assets: $2.8 million
Frequently Asked Questions
PKS INVESTMENT ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110147), PKS INVESTMENT ADVISORS LLC is subject to fiduciary duty under federal law.
PKS INVESTMENT ADVISORS LLC is headquartered in SALISBURY, MD.
PKS INVESTMENT ADVISORS LLC serves 73 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, PKS INVESTMENT ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
PKS INVESTMENT ADVISORS LLC manages $367 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, PKS INVESTMENT ADVISORS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.74%
Average Client Assets: $2.8 million
Total Client Accounts: 986
Discretionary Accounts: 933
Non-Discretionary Accounts: 53
Regulatory Filings
CRD Number: 110147
Filing ID: 2077277
Last Filing Date: 2026-03-27 10:03:19