Polen Capital Management, LLC
Boca Raton, FL·SEC-registered · CRD #106093
Polen Capital Management, LLC is an SEC-registered investment advisory firm in Boca Raton, FL managing $24B across 1.6k client accounts, with 22 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$24B
Client accounts
1.6k
Advisory staff
22
Fee model
Fee-only
How Polen Capital Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Polen Capital Management, LLC
How much does Polen Capital Management, LLC manage?
Per its most recent SEC Form ADV filing (05/04/2026), Polen Capital Management, LLC reports $24B in regulatory assets under management across roughly 1.6k client accounts.
How does Polen Capital Management, LLC charge?
Polen Capital Management, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Polen Capital Management, LLC a fiduciary?
Yes. Polen Capital Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #106093), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Polen Capital Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Polen Capital Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Polen Capital Management, LLC's public SEC Form ADV filing (CRD #106093, filed 05/04/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Polen Capital Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Polen Capital Management, LLC? Claim this profile.