← Directory
PKS INVESTMENT ADVISORS LLC
CRD 110147File 801-96235
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$367.2M
Below cohort median (national)
Discretionary AUM
$260.8M
Non-discretionary $106.4M
Clients
500
986 accounts
Employees
9
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 8, 2015
- Principal office
- 1801 SWEETBAY DRIVE, SALISBURY, MD, 21804
- Phone
- 410-546-5600
- Website
- HTTP://WWW.PKSADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $367.2M
- Discretionary AUM
- $260.8M
- Non-discretionary AUM
- $106.4M
- Discretionary accounts
- 933
- Non-discretionary accounts
- 53
- Total accounts
- 986
- AUM per client
- $734K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $7.0M |
| High net worth individuals | 73 | $204.7M |
| Pension and profit sharing plans | 34 | $80.4M |
| Individuals (other than high net worth individuals) | 384 | $75.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.