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 $1,141,936,692 assets under management, offering retirement planning & investment advisory services to 1373 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311744
SEC#	801-119947
Assets Managed by Firm	$1,141,936,692
No. of Clients	1373
No. of Advisors	6

Fee Structure

A percentage of AUM
Other (RETIREMENT PLAN CONSULTING)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (RETIREMENT PLAN CONSULTING; CREDIT AND CASH MANAGEMENT SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1373	$1,141,936,692
Individuals (other than high net worth individuals)	216	$151,096,484
High net worth individuals	193	$877,411,382
Charitable organizations	Fewer than 5 clients	$13,552,930
Corporations or other businesses	Fewer than 5 clients	$99,875,896

More Retirement Planning firms in Leawood, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	$15,083,813,669	14421	68
KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place Mission, KS, 66205-3084	$7,212,926,049	5032	40

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