PKS Advisory Services, LLC

• A percentage of assets under your management
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Account minimum: None

Minimum annual fee: None

As stated in the firm's Form ADV Part 2A brochure dated June 18, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$1,093,322,679 as of October 2026, filing dated July 29, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)

Also doing business as

ALLEGIANT WEALTH MANAGEMENT, CAPITAL SARATOGA WEALTH MANAGEMENT, FBG ADVISORY, MACALUSO WEALTH MANAGEMENT GROUP, NATALE WEALTH MANAGEMENT, PREMIER WEALTH ADVISORY GROUP, PYJM WEALTH MANAGEMENT, ROY MATLOCK JR. ADVISORY, SMART GROUP, WOEHLER FINANCIAL GROUP, WOODLANDS PORTFOLIO MANAGEMENT

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2003 (23 years)

Employees

Total: 45. Performing investment advisory functions: 36.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

9 other offices, as of the August 2026 filing

Auburn Hills, MIAverill Park, NYBrentwood, TNEl Segundo, CAHouston, TXMalta, NYPompano Beach, FLPortage, MIWest Chester, PA

States registered or notice-filed

50 states or jurisdictions

AKALARAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $766,929,026 in the October 2021 data and $1,093,322,679 in the October 2026 data, up 43%.

Total employees: 50 in October 2021 and 45 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. August 2026
   • Registered or notice-filed in AK, HI, IA, KS, KY, ME, MO, MT, ND, NE, NV, WY.
2. July 2026
   • No longer lists the business name Laine Wealth Management.
   • Added the business name Smart Group.
   • Added an office in Houston, TX.
3. May 2026
   • No longer lists the business name Davis Brinks Wealth Management.
   • Added the business name Laine Wealth Management.
   • Added an office in El Segundo, CA.
4. April 2026
   • No longer lists the business name Growe Capital Advisors.
   • No longer lists the business name Reid Financial.
   • Added the business name Pyjm Wealth Management.
   • Employees performing advisory functions went from 37 to 36.
   • Regulatory assets under management went from $905,367,391 to $1,093,322,679 (+21%).
   • Changed its office addresses in Malta, NY.
   • No longer lists an office in Memphis, TN.
   • Registered or notice-filed in AR, MD.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.