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KAVAR CAPITAL PARTNERS
KAVAR CAPITAL PARTNERS GROUP, LLC
CRD 311744 · SEC 801-119947
11460 TOMAHAWK CREEK PARKWAY, SUITE 420, LEAWOOD, KS, 66211, United States
Phone
913-428-3300
Fax
866-858-5147
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.58B
Discretionary AUM
$1.58B
Team
6 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; RETIREMENT PLAN CONSULTING
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersRETIREMENT PLAN CONSULTING; CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 219 | $83.2M |
| High net worth individuals | 230 | $1.21B |
| Pension/profit sharing plans | 8 | $101.5M |
States served
AZ, CA, IL, KS, MD, MA, NE, NY, NC, PA, VA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD