Polaris Financial, Llc
- Regulatory AUM
- $70.2M
- Discretionary
- $70.2M
- Clients
- 854
- Avg AUM / client
- $82.2K
- Accounts
- 854
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 852 | $68.8M | 98.0% |
| Pension and profit sharing plans | 2 | $1.4M | 2.02% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Evan Alexander Kulak | Principal, Financial Advisor | Sep 2015 (11y) | 50% – 75% | |
| Michael James Mc Dermott | Principal, Chief Compliance Officer | Sep 2015 (11y) | 25% – 50% | |
| White, Grant, Justin | Principal | Sep 2015 (11y) | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Truist Financial Corp $30.4M (43% of AUM) Mar 2026
- Altruist Financial $30.4M (43% of AUM) Mar 2026
- Interactive Brokers $1.6M (2% of AUM) Mar 2026
- Folio Investments, Inc. $1.4M (28% of AUM) Apr 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗