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| Pollock Investment Advisors LLC
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|---|---|
| CRD # | 153350 |
| SEC # | 801-71361 |
| CIK # | 0002049804 |
| AUM | $335.5 M (2026-01-20) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 734-929-2520 |
| Address | 412 East Huron Ann Arbor, MI 48104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| TJX Companies Inc /DE/ | 2.2 | ||
| O Reilly Automotive Inc | 2.2 | ||
| Mastercard Inc | 2.0 | ||
| Alphabet Inc | 1.7 | ||
| Lockheed Martin Corp | 1.6 | ||
| Apple Inc | 1.6 | ||
| CME Group Inc | 1.5 | ||
| Abbott Laboratories | 1.4 | ||
| Johnson & Johnson | 1.4 | ||
| Microsoft Corp | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 0.0 |
| (b) Individuals (high net worth individuals) | 118 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 759 | 0.3 |
| By Discretionary | ||
| Discretionary | 755 | 0.3 |
| Non-Discretionary | 4 | 0.0 |
| Total | 759 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 759 | 0.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002049804] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Ideas LLC
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|
TX | 0.3 |
|
Cogent Strategic Wealth LLC
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|
IL | 0.3 |
|
Bennett Selby Investments Limited Partnership
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0.3 | |
|
Shared Vision Wealth Group LLC
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0.3 | |
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Mid-American Wealth Advisory Group Inc
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MO | 0.3 |
|
Personal Financial Profiles Inc
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FL | 0.3 |
|
The Menard Financial Group LLC
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TX | 0.3 |
|
ARWA LLC
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|
TX | 0.3 |
|
Molly B Investment Group LLC
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|
GA | 0.3 |
|
Wealthharbor Capital Group LLC
✚
|
LA | 0.3 |