Investment adviser · CRD 153350
POLLOCK INVESTMENT ADVISORS, LLC
Investment adviser filing (IA)
ANN ARBOR, MI, United States · Form ADV filed Jan 20, 2026
- Regulatory AUM
- $335M Form ADV · Item 5.F
- Client accounts
- 759 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 118 | $283,641,951 | 84.5% |
| Individuals | 124 | $44,104,451 | 13.1% |
| Retirement plans | Fewer than 5 | $5,965,813 | 1.8% |
| Corporations & businesses | Fewer than 5 | $1,613,826 | 0.5% |
| Charities | Fewer than 5 | $162,664 | 0.0% |
Filing source
Form ADV 2040829 · Jan 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
412 EAST HURONANN ARBOR, MI, 48104, United States
CRD 153350
Filing source
Form ADV 2040829 · Jan 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.