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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 Aug 17, 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

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 typeClientsAUM
OtherFewer than 5$160.9M
Insurance companiesFewer than 5$5.2M
Charitable organizationsFewer than 5$16.8M
High net worth individuals230$1.21B
Pension and profit sharing plans8$101.5M
Individuals (other than high net worth individuals)219$83.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.