# PKS INVESTMENT ADVISORS LLC

PKS INVESTMENT ADVISORS LLC of SALISBURY, MD is an SEC-registered investment adviser.

## Registration

- CRD: 110147
- Type: SEC-registered investment adviser
- SEC file number: 801-96235
- Location: 1801 SWEETBAY DRIVE, SALISBURY, MD, 21804
- Phone: 410-546-5600
- Latest filing: 2026-03-27
- Regulatory AUM: $367.2M
- Discretionary AUM: $260.8M
- Non-discretionary AUM: $106.4M
- Clients: 9
- Accounts: 986

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Michael O'Connell | MANAGING PARTNER / PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Genevee Geneva Lekites | MEMBER | — |
| BOOTH WILLIAM EDWIN | PRESIDENT, CHIEF COMPLIANCE OFFICER; PRESIDENT, MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| KLEGER MICHAEL CARROLL | VICE PRESIDENT | — |
| PIGG JAMES YANCEY | OFFICER; OFFICER/SHAREHOLDER; VICE PRESIDENT, SECRETARY | — |
| PRUITT JEFFERY DEAN | VICE PRESIDENT | — |
| STERN JOHN MICHAEL | OFFICER/SHAREHOLDER; TREASURER; VICE PRESIDENT, TREASURER | — |
| GONZALES TIMOTHY ANTHONY | CHIEF COMPLIANCE OFFICER | — |
| O'CONNELL MATTHEW MICHAEL | MANAGING PARTNER / PRESIDENT; MANAGING PARTNER / PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| LEKITES GENEVEE GENEVA | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110147/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110147/similar
- Related entities: https://search.stillhousedata.com/firm/110147/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110147

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.