PKS INVESTMENT ADVISORS LLC
CRD #110147 SEC #801-96235 SALISBURY, MD 410-546-5600
SEC Registered
Total AUM
$242.4M
Discretionary
$232.5M
Employees
9
Clients
10
Accounts
878
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $242.4M | $232.5M | $9.9M | 9 | 0 |
| Aug 2024 | $174.6M | $172.8M | $1.8M | 9 | 0 |
| Apr 2024 | $174.6M | $172.8M | $1.8M | 9 | 0 |
| Mar 2024 | $174.6M | $172.8M | $1.8M | 9 | 0 |
| Jul 2023 | $149.2M | $146.7M | $2.5M | 7 | 0 |
| Apr 2023 | $149.2M | $146.7M | $2.5M | 7 | 0 |
| Mar 2023 | $149.2M | $146.7M | $2.5M | 7 | 0 |
| Oct 2022 | $207.1M | $203.9M | $3.2M | 7 | 0 |
| Mar 2022 | $207.1M | $203.9M | $3.2M | 7 | 0 |
| Jan 2021 | $168.7M | $164.8M | $3.9M | 9 | 0 |
| Jun 2020 | $178.6M | $173.7M | $4.9M | 9 | 0 |
| Feb 2020 | $178.6M | $173.7M | $4.9M | 9 | 0 |
| Feb 2019 | $145.2M | $142M | $3.2M | 9 | 0 |
| Aug 2018 | $139.9M | $136.5M | $3.4M | 9 | 0 |
| Feb 2018 | $139.9M | $136.5M | $3.4M | 9 | 0 |
| Dec 2017 | $119.5M | $115.5M | $3.9M | 8 | 0 |
| Sep 2017 | $119.5M | $115.5M | $3.9M | 8 | 400 |
| Jun 2017 | $119.5M | $115.5M | $3.9M | 9 | 400 |
| Mar 2017 | $119.5M | $115.5M | $3.9M | 9 | 400 |
| Oct 2016 | $127.3M | $123.8M | $3.5M | 8 | 700 |
| Mar 2016 | $127.3M | $123.8M | $3.5M | 8 | 700 |
| Aug 2015 | $127.9M | $100.9M | $27M | 8 | 635 |
| Jun 2015 | $127.9M | $100.9M | $27M | 8 | 635 |
| May 2015 | $127.9M | $100.9M | $27M | 8 | 635 |
| Apr 2015 | $127.9M | $100.9M | $27M | 8 | 635 |
| Jun 2012 | $74.7M | $74.4M | $340K | 1 | 300 |
| May 2012 | $74.7M | $74.4M | $340K | 1 | 300 |
| Mar 2012 | $74.7M | $74.4M | $340K | 1 | 300 |
| Mar 2008 | $78.8M | $78.7M | $142.2K | 5 | -- |
| May 2007 | $72.3M | $72.2M | $133.6K | 5 | -- |
| Apr 2007 | $72.3M | $72.2M | $133.6K | 5 | -- |
| Mar 2007 | $72.3M | $72.2M | $133.6K | 5 | -- |
| Mar 2006 | $51.5M | $51.5M | $0 | 5 | -- |
| Jun 2005 | $36.3M | $36.2M | $169.8K | 5 | -- |
| Jun 2005 | $36.3M | $36.2M | $169.8K | 5 | -- |
DateMar 2025
Total AUM$242.4M
Discretionary$232.5M
Non-Disc.$9.9M
Employees9
Clients0
DateAug 2024
Total AUM$174.6M
Discretionary$172.8M
Non-Disc.$1.8M
Employees9
Clients0
DateApr 2024
Total AUM$174.6M
Discretionary$172.8M
Non-Disc.$1.8M
Employees9
Clients0
DateMar 2024
Total AUM$174.6M
Discretionary$172.8M
Non-Disc.$1.8M
Employees9
Clients0
DateJul 2023
Total AUM$149.2M
Discretionary$146.7M
Non-Disc.$2.5M
Employees7
Clients0
DateApr 2023
Total AUM$149.2M
Discretionary$146.7M
Non-Disc.$2.5M
Employees7
Clients0
DateMar 2023
Total AUM$149.2M
Discretionary$146.7M
Non-Disc.$2.5M
Employees7
Clients0
DateOct 2022
Total AUM$207.1M
Discretionary$203.9M
Non-Disc.$3.2M
Employees7
Clients0
DateMar 2022
Total AUM$207.1M
Discretionary$203.9M
Non-Disc.$3.2M
Employees7
Clients0
DateJan 2021
Total AUM$168.7M
Discretionary$164.8M
Non-Disc.$3.9M
Employees9
Clients0
DateJun 2020
Total AUM$178.6M
Discretionary$173.7M
Non-Disc.$4.9M
Employees9
Clients0
DateFeb 2020
Total AUM$178.6M
Discretionary$173.7M
Non-Disc.$4.9M
Employees9
Clients0
DateFeb 2019
Total AUM$145.2M
Discretionary$142M
Non-Disc.$3.2M
Employees9
Clients0
DateAug 2018
Total AUM$139.9M
Discretionary$136.5M
Non-Disc.$3.4M
Employees9
Clients0
DateFeb 2018
Total AUM$139.9M
Discretionary$136.5M
Non-Disc.$3.4M
Employees9
Clients0
DateDec 2017
Total AUM$119.5M
Discretionary$115.5M
Non-Disc.$3.9M
Employees8
Clients0
DateSep 2017
Total AUM$119.5M
Discretionary$115.5M
Non-Disc.$3.9M
Employees8
Clients400
DateJun 2017
Total AUM$119.5M
Discretionary$115.5M
Non-Disc.$3.9M
Employees9
Clients400
DateMar 2017
Total AUM$119.5M
Discretionary$115.5M
Non-Disc.$3.9M
Employees9
Clients400
DateOct 2016
Total AUM$127.3M
Discretionary$123.8M
Non-Disc.$3.5M
Employees8
Clients700
DateMar 2016
Total AUM$127.3M
Discretionary$123.8M
Non-Disc.$3.5M
Employees8
Clients700
DateAug 2015
Total AUM$127.9M
Discretionary$100.9M
Non-Disc.$27M
Employees8
Clients635
DateJun 2015
Total AUM$127.9M
Discretionary$100.9M
Non-Disc.$27M
Employees8
Clients635
DateMay 2015
Total AUM$127.9M
Discretionary$100.9M
Non-Disc.$27M
Employees8
Clients635
DateApr 2015
Total AUM$127.9M
Discretionary$100.9M
Non-Disc.$27M
Employees8
Clients635
DateJun 2012
Total AUM$74.7M
Discretionary$74.4M
Non-Disc.$340K
Employees1
Clients300
DateMay 2012
Total AUM$74.7M
Discretionary$74.4M
Non-Disc.$340K
Employees1
Clients300
DateMar 2012
Total AUM$74.7M
Discretionary$74.4M
Non-Disc.$340K
Employees1
Clients300
DateMar 2008
Total AUM$78.8M
Discretionary$78.7M
Non-Disc.$142.2K
Employees5
Clients--
DateMay 2007
Total AUM$72.3M
Discretionary$72.2M
Non-Disc.$133.6K
Employees5
Clients--
DateApr 2007
Total AUM$72.3M
Discretionary$72.2M
Non-Disc.$133.6K
Employees5
Clients--
DateMar 2007
Total AUM$72.3M
Discretionary$72.2M
Non-Disc.$133.6K
Employees5
Clients--
DateMar 2006
Total AUM$51.5M
Discretionary$51.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$36.3M
Discretionary$36.2M
Non-Disc.$169.8K
Employees5
Clients--
DateJun 2005
Total AUM$36.3M
Discretionary$36.2M
Non-Disc.$169.8K
Employees5
Clients--