Investment adviser · CRD 155805
KAVAR CAPITAL PARTNERS, LLC
Investment adviser filing (IA)
LEAWOOD, KS, United States · Form ADV filed Oct 27, 2020
- Regulatory AUM
- $682M Form ADV · Item 5.F
- Client accounts
- 919 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 136 | $470,938,621 | 69.0% |
| Individuals | 198 | $156,643,175 | 23.0% |
| Corporations & businesses | Fewer than 5 | $43,939,230 | 6.4% |
| Charities | Fewer than 5 | $10,684,296 | 1.6% |
Filing source
Form ADV 1464399 · Oct 27, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 27, 2020. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
11460 TOMAHAWK CREEK PARKWAY, SUITE 420LEAWOOD, KS, 66211, United States
CRD 155805
Filing source
Form ADV 1464399 · Oct 27, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.