# Pollock Planning Associates

Pollock Planning Associates is a Bank / Wealth / Trust based in Asheville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Asheville, United States
- **Region:** North America
- **Address:** 61 Villa Nova Drive, Asheville, North Carolina, 28804, United States
- **Founded:** 1985
- **Assets under management:** Undisclosed
- **Website:** pollockplanning.com

## Regulatory record

- **CRD number:** 105409
- **SEC file number:** 801-27115
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-13T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105409

## About

Founded in 1985, Pollock Planning Associates operates from a single office on Villa Nova Drive in Asheville, North Carolina. The firm was built as a fee-only financial planning practice, a structural choice that, at the time of its founding, placed it outside the commission-driven brokerage model that dominated personal wealth management. It serves individuals, high-net-worth families, trusts, and estates. The firm's investment advisory services span financial planning, tax planning, and portfolio management. Unlike multi-family offices that layer direct private investments, club deals, or dedicated fund structures on top of core advisory, Pollock's posture is that of a registered investment advisor providing comprehensive planning to a localized client base. The firm's materials emphasize asset alignment with personal goals and values rather than proprietary product distribution or institutional co-investment pipelines. No additional offices, adjacent vehicles, philanthropic foundations, or operating companies are disclosed. The firm's public footprint contains no named portfolio holdings, co-investors, or deployment figures. Structurally, Pollock remains an independent planning-focused RIA rather than a multi-family office, private bank, or institutionally scaled allocator. Its differentiator is the longevity of its fee-only commitment and its service to trusts and estates, a posture that positions it closer to a fiduciary planning boutique than to a family office deploying capital across alternative asset classes.

## Questions

### Who runs investment decisions at Pollock Planning Associates?

The firm’s website does not name a CIO, managing principal, or investment committee. Pollock Planning Associates operates as a registered investment advisor providing portfolio management alongside financial planning; however, no individual decision-maker is publicly identified.

### What is Pollock Planning Associates’ known posture on co-investments alongside external GPs?

The firm has not disclosed any co-investment activity. Its stated services and fee-only RIA structure suggest it does not operate a co-investment program alongside general partners.

## Related profiles

- [Pollock Investment Advisors](https://altss.com/profile/pollock-investment-advisors)
- [Polonsky Foundation](https://altss.com/profile/polonsky-foundation)

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Last updated: 2026-08-11T02:43:31.692Z

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