Pks Investment Advisors LLC
● SEC registered since 2015CRD 110147SEC# 801-96235Salisbury, MD
Reg. AUM
$367.2M
Employees
9
Accounts
986
Location
Salisbury, MD
Pks Investment Advisors LLC assets under management
Pks Investment Advisors LLC is a registered investment adviser overseen by the SEC based in Salisbury, MD. The firm has been registered since 2015. It reports $367.2 million in regulatory assets under management and employs 9 people.
Pks Investment Advisors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Michael O'Connell Control | Managing Partner / President/Chief Compliance Officer | Under 5% | 2020 |
| Genevee Geneva Lekites | Member | 10-25% | 2022 |
| Pks & Company, P.A. Control | Owner | Over 75% | 1999 |
Frequently asked questions
How much does Pks Investment Advisors LLC manage?
Pks Investment Advisors LLC reports $367.2 million in regulatory assets under management on its Form ADV.
How many employees does Pks Investment Advisors LLC have?
Pks Investment Advisors LLC reports 9 employees.
Where is Pks Investment Advisors LLC located?
Pks Investment Advisors LLC is based in Salisbury, MD and has been SEC-registered since 2015.
Does Pks Investment Advisors LLC disclose fund performance?
Pks Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1801 Sweetbay Drive, Salisbury, MD 21804 |
| Phone | 410-546-5600 |
| Fax | 410-548-9576 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$367.2M▲ 51%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$367.2Mregulatory AUM
Discretionary $260.8MNon-discretionary $106.4M