Wealth manager, independent · Leawood, KS
Kavar Capital Partners
Kavar Capital Partners Group, LLC · SEC-registered investment adviser · CRD 311744 · SEC 801-119947
At a glance
Kavar Capital Partners is an SEC-registered investment adviser based in Leawood, Kansas, with $1.6B in regulatory assets under management as of its Form ADV filed March 25, 2026. It reports 449 individual clients, 230 of them high-net-worth, holding an average of about $2.9 million each, and 6 employees. That ranks it 684th among the nation’s 5,657 independent wealth management RIAs and 11th of 74 in Kansas. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 913-428-3300kavarcapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.6B
- Rank among independent wealth managers
- #684 of 5,657
- Rank among all SEC RIAs
- #4,139 of 17,210
- Rank in Kansas
- #11 of 74
- Individual clients
- 449
- High-net-worth clients
- 230
- Accounts
- 419
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Douglas G. CioccaCEO
- Stefanie C. CallahanChief Compliance Officer
- Tom S BolingExecutive Vice President
- John NagleChief Investment Officer
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 230 | $1.2B | 77% |
| Corporations or other businesses | – | $161M | 10% |
| Pension and profit sharing plans | 8 | $102M | 6% |
| Individuals | 219 | $83M | 5% |
| Charitable organizations | – | $17M | 1% |
| Insurance companies | – | $5M | <1% |
Disciplinary disclosures
Kavar Capital Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗kavarcapital.com ↗
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- Assets, accounts, clients and staff, 5 years of filings
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Kansas
All of Kansas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Caliber Wealth Management, LLCOverland Park | $1.8B | 1,668 |
| Fortis Capital Advisors, LLCPrairie Village | $1.6B | 2,127 |
| CGN Advisors, LLCManhattan | $1.6B | 1,281 |
| Triad Wealth Partners, LLCLawrence | $1.5B | 3,896 |
| Triune Financial Partners, LLCOverland Park | $1.5B | 770 |
| Sunesis Advisors, LLCOverland Park | $1.5B | 15 |
Background
Questions
How much does Kavar Capital Partners manage?
Kavar Capital Partners reports $1.6B in regulatory assets under management across 419 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 25, 2026.
How many clients does Kavar Capital Partners have?
It reports 449 individual clients: 230 high-net-worth individuals and 219 other individuals. Individuals account for about 82% of its regulatory assets.
Where is Kavar Capital Partners headquartered?
Its main office is in Leawood, Kansas. It reports 1 office in total and 6 employees, 5 of whom perform investment advisory functions.
How does Kavar Capital Partners charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Kavar Capital Partners use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 25, 2026, it reports these amounts held: Charles Schwab ($1.4B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Kavar Capital Partners a hybrid RIA with a broker-dealer?
It reports a broker-dealer among its affiliates on Form ADV.
Is Kavar Capital Partners a fiduciary?
As an SEC-registered investment adviser, Kavar Capital Partners owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Kavar Capital Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →