Chief Investment Officer · Kavar Capital Partners
John Nagle
CRD 5498962 · Named on Form ADV at one SEC-registered adviser
At a glance
Kavar Capital Partners, an SEC-registered wealth manager based in Leawood, KS with $1.6 billion in regulatory assets, lists John Nagle on its Form ADV as Chief Investment Officer, a control person.
Firms and roles
- Kavar Capital PartnersChief Investment OfficerWealth manager · Leawood, KS · $1.6B in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Douglas G. CioccaCEO, Kavar Capital Partners
- Stefanie C. CallahanChief Compliance Officer, Kavar Capital Partners
- Tom S BolingExecutive Vice President, Kavar Capital Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.