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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) |
| Fees | |
| Minimum | |
| Phone | 734-929-2520 |
| Address | 412 East Huron Ann Arbor, MI 48104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002049804 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Tractor Supply Co /DE/ | 1.3 | ||
| Visa Inc | 1.3 | ||
| Costco Wholesale Corp /NEW | 1.2 | ||
| Becton Dickinson & Co | 1.1 | ||
| Ecolab Inc | 1.1 | ||
| Boeing Co | 1.1 | ||
| Ross Stores Inc | 1.0 | ||
| Wisconsin Energy Corp | 1.0 | ||
| Stryker Corp | 1.0 | ||
| Wal Mart Stores Inc | 1.0 | ||
| Hershey Co | 1.0 | ||
| Alphabet Inc | 0.9 | ||
| PepsiCo Inc | 0.9 | ||
| Grainger W W Inc | 0.8 | ||
| Procter & Gamble Co | 0.6 | ||
| Expeditors International of Washington Inc | 0.5 | ||
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| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
|
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|
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Bennett Selby Investments Limited Partnership
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|
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TX | 335.3 M |
|
ARWA LLC
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|
TX | 335.0 M |
|
Molly B Investment Group LLC
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|
GA | 334.7 M |
|
Wealthharbor Capital Group LLC
✚
|
LA | 334.7 M |