Executive Vice President · Kavar Capital Partners
Tom S Boling
CRD 4697766 · 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 Tom S Boling on its Form ADV as Executive Vice President, a control person.
Firms and roles
- Kavar Capital PartnersExecutive Vice PresidentWealth manager · Leawood, KS · $1.6B in regulatory assets
AtlasMembers
Tom’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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
- John NagleChief Investment Officer, 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 Tom’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.