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KAVAR CAPITAL PARTNERS
Legal name: KAVAR CAPITAL PARTNERS GROUP, LLC
CRD 311744File 801-119947
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.58B
Top 25% of cohort (national)
Discretionary AUM
$1.58B
Non-discretionary $1.1M
Clients
457
419 accounts
Employees
6
Top 25% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 4, 2021
- Principal office
- 11460 TOMAHAWK CREEK PARKWAY, SUITE 420, LEAWOOD, KS, 66211
- Phone
- 913-428-3300
- Website
- https://kavarcapital.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.58B
- Discretionary AUM
- $1.58B
- Non-discretionary AUM
- $1.1M
- Discretionary accounts
- 417
- Non-discretionary accounts
- 2
- Total accounts
- 419
- AUM per client
- $3.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $160.9M |
| Insurance companies | Fewer than 5 | $5.2M |
| Charitable organizations | Fewer than 5 | $16.8M |
| High net worth individuals | 230 | $1.21B |
| Pension and profit sharing plans | 8 | $101.5M |
| Individuals (other than high net worth individuals) | 219 | $83.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — RETIREMENT PLAN CONSULTING
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2026 | Clients | 443 | 457 | increased by14 |
| Apr 1, 2026 | AUM | $1,342,172,525 | $1,581,513,440 | increased by$239,340,915 |
| Apr 1, 2026 | Accounts | 1,512 | 419 | decreased by1,093 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 361 | 443 | increased by82 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,095,540,288 | $1,342,172,525 | increased by$246,632,237 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,197 | 1,512 | increased by315 |
| Apr 1, 2022 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2022 | Clients | 317 | 361 | increased by44 |
| Apr 1, 2022 | AUM | $848,549,904 | $1,095,540,288 | increased by$246,990,384 |
| Apr 1, 2022 | Accounts | 981 | 1,197 | increased by216 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KAVAR CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KAVAR CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.