# BKS FINANCIAL INVESTMENTS, LLC

BKS FINANCIAL INVESTMENTS, LLC of TAMPA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 304266
- Type: SEC-registered investment adviser
- SEC file number: 801-116888
- Location: 4211 W. BOY SCOUT BLVD, SUITE 800, TAMPA, FL, 33607
- Phone: 727-723-3676
- Latest filing: 2024-08-01
- Clients: 8

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| JEWELL KENNETH FRANCIS | CHIEF COMPLIANCE OFFICER; MANAGING PARTNER; VICE PRESIDENT | — |
| ESTRADA LISA KIM | CHIEF COMPLIANCE OFFICER | — |
| BALDWIN LOPER LOWRY | CEO/PRESIDENT; OWNER | — |
| Baldwin Trevor | CEO/PRESIDENT | — |
| Hale Bradford | CHIEF FINANCIAL OFFICER | — |
| HALE BRADFORD LENZIE | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304266/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304266/similar
- Related entities: https://search.stillhousedata.com/firm/304266/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304266

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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.