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POLEN CAPITAL MANAGEMENT, LLC

BOCA RATON, FL · CRD 106093 · IAPD ↗ · 561-241-2425

$24.06BRegulatory AUM
22Advisory reps
168Employees
29Clients
n/aPlanning clients
2Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — POLEN CAPITAL MANAGEMENT, LLC reported RAUM down 36% ($37.70B -> $24.06B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2026 — POLEN CAPITAL MANAGEMENT, LLC shrank from 43 to 22 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — POLEN CAPITAL MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — POLEN CAPITAL MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — POLEN CAPITAL MANAGEMENT, LLC grew from 27 to 43 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
78
April 2024 — POLEN CAPITAL MANAGEMENT, LLC grew from 19 to 27 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.