Pks Investment Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salisbury, MD. Its latest Form ADV filing, dated March 27, 2026, reports $367M in regulatory assets under management, 9 employees, 2 offices, and 986 accounts.
Top client segmentIndividuals represent 76.8% of total clients.
Top client categories% of clientsClients
1
Individuals
76.8%
384
2
HNWI
14.6%
73
3
Pension Plans
6.8%
34
4
Corporations
1.8%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$367Mas of March 27, 2026
Discretionary71.0%
$261M
71% of total RAUM71.0%
Non-discretionary29.0%
$106M
29% of total RAUM29.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$367M
Total Accounts986
10Y AUM Change+$248M (+207.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee56:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.