Lauren M Harmon
Investment adviser representative at Opal Capital LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$348.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Opal Capital LLCFeb 2026 to now
- Polen CapitalJul 2016 to Jan 2026
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Opal Capital LLC
$348.3MAssets managed
6Clients
6Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5536925
- Firm CRD
- 322755