Polen Capital Management, LLC

Polen Capital Management, LLC (CRD# 106093) is a financial advisory firm headquartered in Boca Raton, FL. They manage $6,693,687,689 in 3,775 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,694
    MILLION
  • Total Number of Accounts
    3,775
    ACCOUNTS
  • Average Account Value
    $1,773,162
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Polen Capital Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Damon A. Ficklin
CRD#: 4720164
1825 Nw Corporate Blvd., Suite 300, Boca Raton, FL 33431
93
Wealthminder
score

Damon Ficklin (CRD# 4720164) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 13 years of experience in the finance industry.

2
Brian C. Yacko
CRD#: 2686498
1825 Nw Corporate Blvd., Suite 300, Boca Raton, FL 33431
93
Wealthminder
score

Brian Yacko (CRD# 2686498) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 16 years of experience in the finance industry.

3
Daniel A. Davidowitz
CRD#: 5403878
1825 Nw Corporate Blvd., Suite 300, Boca Raton, FL 33431
90
Wealthminder
score

Daniel Davidowitz (CRD# 5403878) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has 1 year of experience in the finance industry.

4
John E. Gunther
CRD#: 3007911
1825 Nw Corporate Blvd., Suite 300, Boca Raton, FL 33431
90
Wealthminder
score

John Gunther (CRD# 3007911) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 6 years of experience in the finance industry.

5
Stanley C. Moss
CRD#: 3182592
1825 Nw Corporate Blvd., Suite 300, Boca Raton, FL 33431
90
Wealthminder
score

Stanley Moss (CRD# 3182592) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has 1 year of experience in the finance industry.

6
Leonardo Gonzalez
CRD#: 5275293
1825 Nw Corporate Blvd., Suite 300, Boca Raton, FL 33431
78
Wealthminder
score

Leonardo Gonzalez (CRD# 5275293) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 6 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.