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Pollock Investment Advisors, LLC

CRD 153350SEC# 801-71361Ann Arbor, MI
Export (members)
No longer SEC-registered. Pollock Investment Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$335.5M
Employees
6
Accounts
759
Location
Ann Arbor, MI

Pollock Investment Advisors, LLC assets under management

Pollock Investment Advisors, LLC operates as an SEC-registered investment adviser based in Ann Arbor, MI. It reports $335.5 million in regulatory assets under management and employs 6 people.

Pollock Investment Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
James Kerr Pollock ControlChief Compliance Officer25-50%2010
Nicklaus Michael Areddy ControlManaging Partner10-25%2025
Robert Newton Pollock ControlManaging Member25-50%2010

Frequently asked questions

How much does Pollock Investment Advisors, LLC manage?

Pollock Investment Advisors, LLC reports $335.5 million in regulatory assets under management on its Form ADV.

How many employees does Pollock Investment Advisors, LLC have?

Pollock Investment Advisors, LLC reports 6 employees.

Where is Pollock Investment Advisors, LLC located?

Pollock Investment Advisors, LLC is based in Ann Arbor, MI.

Does Pollock Investment Advisors, LLC disclose fund performance?

Pollock Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address412 East Huron, Ann Arbor, MI 48104
Office hours9a.m.-5p.m.
Discloses disciplinary historyNo

Regulatory AUM

$335.5M▲ 4%
Mar '25 — $322.4MApr '25 — $322.4MMay '25 — $322.4MJun '25 — $322.4MJul '25 — $322.4MAug '25 — $322.4MSep '25 — $322.4MOct '25 — $322.4MNov '25 — $322.4MDec '25 — $322.4MJan '26 — $335.5MFeb '26 — $335.5MMar '26 — $335.5MApr '26 — $335.5MMay '26 — $335.5MJun '26 — $335.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$335.5Mregulatory AUM
Discretionary $328.4MNon-discretionary $7.1M