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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
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

