PKS Investment Advisors LLC

RIASEC RegisteredEst. 2015
Total AUM
$367M
Discretionary
$261M
71% of AUM
Avg account
$372K
Accounts
986
Employees
9
Advisory reps
7

Firm details

Headquarters
SALISBURY, Maryland
CRD number
110147
Registered since
May 8, 2015
Website
pksadvisors.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI55.74%
  • Pension & Profit Sharing Plans21.91%
  • Individuals20.45%
  • Corporations / Businesses1.9%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

PKS Investment Advisors LLC is an independent registered investment adviser organized as an LLC and operating since 2015. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory menu includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, selection of other advisers, and educational seminars. PKS also conducts insurance brokerage activity alongside advisory services. Fee arrangements are flexible and include percentage-of-assets, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser. While pension consulting appears among the services offered, the firm is not listed as a pension consultant in the snapshot data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 59%, Exchange Traded Equities 16%, US Government Bonds 10%, Cash & Cash Equivalents 10%, State & Local Bonds 4%, Non-Exchange Traded Equities 1%, Private Funds 1%, Other 1%59%
  • Public Funds/Mutual Funds59%
  • Exchange Traded Equities16%
  • US Government Bonds10%
  • Cash & Cash Equivalents10%
  • State & Local Bonds4%

Contacts

3 of 7

  • COLTON HASTINGS

    Associate AdvisorCRD 7070215

  • KYLE BANKS

    Associate AdvisorCRD 6367853

  • SAMUEL LEKITES

    Associate AdvisorCRD 7881692

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SALISBURY, MD

WICOMICO

Location

SALISBURY, MD

Headquartered in SALISBURY, MD, anchoring the Salisbury-Cambridge, MD-DE metro in the South.

Metro area
Salisbury-Cambridge, MD-DE
Region
South
County
WICOMICO
Address
1801 Sweetbay Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth