PKS Advisory Services, LLC

Overview

PKS Advisory Services, LLC is a fee-based wealth manager and registered adviser organized as an LLC and active since 2003. The firm operates as an independent broker-dealer and identifies as a capital allocator, serving both individual/family and institutional clients. Its advisory capabilities include financial planning, discretionary portfolio management for individuals and small businesses, management for business or institutional accounts, pension consulting, and selecting other advisers. Fee arrangements combine percentage-of-AUM billing with flat fees. The firm is not flagged as an active ESG investor. PKS maintains professional ties across the industry, including broker-dealer, other investment adviser, accounting, and insurance relationships. That network, together with the firm’s self-described capital allocator role, indicates reliance on external managers and custodial partners to deliver composite portfolios and third-party alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices