# Kalinowsky Asset Management

> Kalinowsky Asset Management is an SEC-registered investment advisory firm, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 137393
- Filed as: KALINOWSKY ASSET MANAGEMENT
- Legal name: Pollock Investment Advisory Corporation
- Also doing business as: KALINOWSKY ASSET MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/137393
- AdvisorCensus page: https://advisorcensus.com/firm/kalinowsky-asset-management-137393

## Quick answers

**How is Kalinowsky Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Kalinowsky Asset Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Kalinowsky Asset Management registered with the SEC or a state?**
Kalinowsky Asset Management is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 137393.

**How much does Kalinowsky Asset Management manage?**
Kalinowsky Asset Management reports $253,800,000 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**How have Kalinowsky Asset Management's assets and staff changed since 2021?**
In the Form ADV data for Kalinowsky Asset Management: Regulatory assets under management: $162,050,000 in the October 2021 data and $253,800,000 in the October 2026 data, up 57%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kalinowsky Asset Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (51); individuals (other than high net worth individuals) (30).

**Which custodians does Kalinowsky Asset Management use?**
Kalinowsky Asset Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Kalinowsky Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/137393

**Does Kalinowsky Asset Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "There is no account size minimum."

**What changed in Kalinowsky Asset Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $223,300,000 to $253,800,000 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: None

> There is no account size minimum.

- Minimum annual fee: None

> There is no minimum annual fee.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $253,800,000
- Discretionary: $253,800,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $18,200,000 |
| High net worth individuals | 51 | $226,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,400,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $6,200,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $162,050,000 | 2 | September 28, 2021 |
| October 2022 | $204,700,000 | 2 | July 26, 2022 |
| October 2023 | $173,000,600 | 2 | March 31, 2023 |
| October 2024 | $204,200,000 | 2 | March 15, 2024 |
| October 2025 | $223,300,000 | 2 | March 14, 2025 |
| October 2026 | $253,800,000 | 2 | March 19, 2026 |

Regulatory assets under management: $162,050,000 in the October 2021 data and $253,800,000 in the October 2026 data, up 57%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $223,300,000 to $253,800,000 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kalinowsky Asset Management (CRD 137393): Form ADV filing data as of October 2026.