Kavar Capital Partners

RIASEC RegisteredEst. 2021

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$3.8M

Accounts

419

Employees

Advisory reps

Firm details

Headquarters: Leawood, Kansas
CRD number: 311744
Registered since: January 4, 2021
Website: kavarcapital.com
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, SEC-registered registered investment adviser organized as an LLC and active since 2021. The firm serves both individual and family clients as well as institutional clients and operates as a capital allocator that selects third‑party managers on behalf of clients. Its advisory services span financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and manager selection. Compensation is fee-based, including a percentage of assets under management and fixed fees. The firm identifies as a non‑ESG investor and does not position itself as a multi‑state adviser. In addition to advisory work, Kavar Capital Partners has broader business activity listed as other financial product salesperson and maintains industry relationships across brokerage, advisory, insurance, accounting, legal, and sponsor/GP roles for pooled vehicles.