This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$0Item 5.F on the latest filing (2026-01-29); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

0

Employees

14

Advisory employees

4

Offices

2Schedule D 1.F, beyond the principal office

Accounts

0

SEC number

801-135446

CRD

340625

Filings on the tape

1

First filed

Jan 29, 2026

Latest filed

Jan 29, 2026

Organised

Limited Liability Company, DE

Website

polencapital.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f789d74f-7b1f-f0fa-2495-b73eac3dcada

First observed

Jan 29, 2026

Last observed

Jan 29, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.