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PKS Investment Advisors LLC

PKS Investment Advisors LLC. CRD 110147

PKS Investment Advisors LLC logo

CRD: 110147

PKS Investment Advisors LLC

Salisbury, MD, 21804
4105465600
pksadvisors.com
$367.2M Total AUM
$260.8M Disc. AUM
18.2% 3Y CAGR
9 Employees
500 ADV. Clients
26 yrs Firm Age

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Firm Details

Custodian
Ascensus · Charles Schwab & Company · Fidelity/NFS · Vanguard
Clients
Retail and Institutional
Platforms
Fusion element
Established Date
11-12-1999
Office Locations
2

Office Locations

12216 Ocean Gateway Suite 800 Ocean City MD
1801 Sweetbay Drive Salisbury MD

About PKS Investment Advisors LLC

PKS Investment Advisors is a Maryland-based RIA delivering ongoing, consultative financial advice and investment guidance. It serves individuals and business owners with portfolio management plus tax, retirement, and estate planning, and publishes market and year-end tax updates (including on-demand webinars). Portfolios often use mutual funds, ETFs, and fixed income; custody includes Schwab and Fidelity, and the firm runs on Orion.

Team overview

61 AVG AGE
$45.9M AVG AUM / ADVISOR
$734.3K AVG AUM / CLIENT
14 yrs AVG TENURE
9 Employees
8 Advisory Reps
8 RIA Reps
26yrs Firm Age

Insights

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Asset Classes

Matrix Peak

Custodian

Unison beacon

Investment Themes

Vertex Meridian momentum Quantum beacon

Investment Vehicles

Momentum radial

Platform

Delta bridge

Services

Legacy fusion Atlas timber Momentum Ember Crest summit Value Focus ember Radial ember

Technology

North pioneer

Owner & Executives

GENEVEE GENEVA LEKITES

GENEVEE GENEVA LEKITES

Financial Advisor

CRD
#5711953
Ownership
10% but less than 25%
(773) 866-2833
optima.momentum@vectorcapital.com
in linkedin.com/in/legacy-beacon
DANIEL MICHAEL O'CONNELL

DANIEL MICHAEL O'CONNELL

Chief Compliance Officer, Managing Partner, Partner, President

CRD
#5849151
Ownership
Less than 5%
(720) 601-6649
signal.vector@vertexcapital.com
in linkedin.com/in/prime-vital

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Contacts

K

KYLE MITCHELL BANKS

--

CRD
#6367853
(414) 771-4674
prime.north@northcapital.com
in linkedin.com/in/foundation-capital
W

WILLIAM EDWIN BOOTH

Equity Analyst

CRD
#2316671
(245) 298-1613
ember.momentum@signalcapital.com
in linkedin.com/in/legacy-frontier
O

Oak unison

Frontier atlas vertex

CRD
#71635
(873) 572-3683
ridge.signal@optimacapital.com
in linkedin.com/in/oak-fusion

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-03-2022
07-25-2023
08-07-2024
03-26-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $260,751,320 $279,476
Non-Discretionary $106,417,192 $2,007,872
Total $367,168,512 $372,382

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Separately Managed Accounts

Total SMA Asset: $367,168,512

$367.2M Total SMA
Public Funds:
15.1%
Equity - Exchange:
15.4%
Cash:
18.5%
U.S. Government/Agency:
7.3%
Municipal Bonds:
9.0%
Corporate - Investment Grade:
8.0%
Equity - OTC:
10.8%
Other:
15.9%
Asset class Assets Assets %
Public Funds $690,627,799 15.1%
Equity - Exchange $704,348,881 15.4%
Cash $846,133,396 18.5%
U.S. Government/Agency $333,879,664 7.3%
Municipal Bonds $411,632,463 9.0%
Corporate - Investment Grade $365,895,523 8.0%
Equity - OTC $493,958,955 10.8%
Other $727,217,351 15.9%
Total $4,573,694,032 100.0%

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