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KAVAR CAPITAL PARTNERS
11460 Tomahawk Creek Parkway
Suite 420
Leawood, Kansas 66211
Tel: 913-428-3300
About KAVAR CAPITAL PARTNERS
KAVAR CAPITAL PARTNERS, formally registered with the SEC as KAVAR CAPITAL PARTNERS. The firm was established in 01/04/2021. They have over 1 offices throughout the country.
KAVAR CAPITAL PARTNERS is a Leawood, Kansas based Financial Planning firm with nearly $1,017,484,224 assets under management, offering retirement planning & investment advisory services to 1326 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 311744 |
| SEC# | 801-119947 |
| Assets Managed by Firm | $1,017,484,224 |
| No. of Clients | 1326 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
- Other(RETIREMENT PLAN CONSULTING)
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1326 | $1,017,484,224 |
| Individuals (other than high net worth individuals) | 222 | $139,316,330 |
| High net worth individuals | 171 | $771,486,549 |
| Charitable organizations | 2 | $12,046,486 |
| Corporations or other businesses | 1 | $94,634,859 |
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