Kavar Capital Partners

RIASEC Registered
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$3.8M
Accounts
419
Employees
6
Advisory reps
5

Firm details

Headquarters
Leawood, Kansas
CRD number
311744
Registered since
January 4, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI76.75%
  • Corporations / Businesses10.17%
  • Pension & Profit Sharing Plans6.42%
  • Individuals5.26%
  • Charitable Organizations1.06%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Kavar Capital Partners is an independent registered investment adviser that acts as a capital allocator for individuals, families and institutional clients. The firm is SEC-registered (initial registration in 2021) and offers financial planning, portfolio management for individuals, small businesses and institutions, and selection of outside advisers. Its fee arrangements include percentage-of-AUM and fixed fees, and it also engages in other financial product sales. Kavar identifies as an allocator that combines in-house portfolio work with relationships to external managers and sponsored investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, Public Funds/Mutual Funds 36%, Other 9%, Cash & Cash Equivalents 5%, State & Local Bonds 4%, Investment Grade Corp Bonds 4%, US Government Bonds 2%40%
  • Exchange Traded Equities40%
  • Public Funds/Mutual Funds36%
  • Other9%
  • Cash & Cash Equivalents5%
  • State & Local Bonds4%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 72

Active vs passive

$358M in ETFs

Passive

75%

$270M

Active

21%

$88.5M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP ETF (SCHX)SchwabPassiveLarge Blend$54M1,801,06015.08%

Location

Primary office

Leawood, KS

Johnson

Location

Leawood, KS

Headquartered in Leawood, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Johnson
Address
11460 Tomahawk Creek Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth