Pks Investment Advisors LLC
Pks Investment Advisors LLC is an SEC-registered mass-market adviser in Salisbury, MD with $367.2M assets under management (AUM, regulatory AUM), +51% over one year. See who owns Pks Investment Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110147, SEC 801-96235, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $367.2M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Salisbury, MD
- Employees
- 9
- Clients
- 500
- CRD
- 110147
- Ownership
- PKS & COMPANY, P.A.; BOOTH, WILLIAM, EDWIN; STERN, JOHN, MICHAEL; KLEGER, MICHAEL, CARROLL; PIGG, JAMES, YANCEY
How much AUM does Pks Investment Advisors LLC have?
Pks Investment Advisors LLC reported $367.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Pks Investment Advisors LLC?
Disclosed owners and executives of Pks Investment Advisors LLC include PKS & COMPANY, P.A., BOOTH, WILLIAM, EDWIN, STERN, JOHN, MICHAEL, KLEGER, MICHAEL, CARROLL, PIGG, JAMES, YANCEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.