KAVAR CAPITAL PARTNERS

Overview

Kavar Capital Partners is an independent registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. The firm blends discretionary portfolio management with financial planning and the selection of third‑party advisers, leaning heavily on exchange‑traded equities as the primary engine of client portfolios. Its filings show a systematic use of both individual stocks and ETFs, indicating a core-satellite approach: broad ETF exposures for core market coverage and individual equity positions for active, concentrated opportunities. Kavar does not identify as an active ESG investor. Its business activities extend beyond pure advisory work into other financial product sales and sponsorship or affiliation with a range of industry roles, which supports its role as a conduit to external managers and specialized products. Fee arrangements include percentage‑of‑AUM and fixed fees, consistent with serving a mix of high‑net‑worth families and institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices