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Kavar Capital Partners

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Client assets under management

$1,297,082,443

Clients

449

51% high-net worth

Advisors

5

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

90

High

Average account size

$2,888,825

About

Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals (including high‑net‑worth clients), retirement plans, charitable organizations and corporations. Its offerings include comprehensive financial planning, discretionary and non‑discretionary portfolio management, retirement plan advisory and participant education, and sub‑advisory structured‑income services for other advisors.

The firm employs both fundamental and technical analysis and uses a range of strategies — from long‑term purchases to short‑term trading, option writing and margin transactions — tailoring allocations to each client’s objectives and risk tolerance. KCP implements advice across custodial accounts and held‑away employer plans, and utilizes unaffiliated third‑party managers, mutual funds, ETFs, structured products and private pooled vehicles as part of customized portfolios.

KCP is an indirect, wholly‑owned subsidiary of Focus Financial Partners and uses that corporate network to offer access to affiliated capabilities that are less common among peers — for example, opportunities to invest in private funds managed by SCS Capital Management, cash and credit solutions facilitated through UPTIQ (in which Focus holds a minority stake), and insurance placement via Focus Risk Solutions. The firm manages over $1.5 billion with five advisors (AUM per advisor above $200 million) and discloses the potential conflicts of interest that can arise when recommending affiliated products or credit solutions.

Client services

Financial planning Portfolio management Selection of other advisers
Retirement plan consulting; credit and cash management solutions; insurance solutions

Expertise

Options & derivatives strategies Private / alternative investments Wealth management

Fee options

Fixed

Fixed fees reported in SEC Part 1 but not specified in brochure text

Percentage

$0 - $5,000,000: 1.20% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.80%

Main office location

Kavar Capital Partners

11460 Tomahawk Creek Parkway, Suite 420

Leawood KS 66211, United States

Number of offices

1

Most active in

Arizona · California · Florida · Illinois · Kansas · Maryland · Massachusetts · Missouri · Nebraska · New York · North Carolina · Pennsylvania · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Tom B

CFP®, Series 66

Leawood, KS

Kavar Capital Partners

Tom Boling is a CFP® with 22 years of industry experience and currently serves at Kavar Capital Partners. He has been with the Kavar Capital Partners organization since 2013, including its predecessor entity, and holds a Series 66 license. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm combines financial planning with portfolio management, utilizing both fundamental and technical analysis across various asset classes and employs a range of investment strategies tailored to client needs.

Options & derivatives strategies Private / alternative investments Wealth management
user avatar

John N

Series 65

Leawood, KS

Kavar Capital Partners

John Nagle is a Series 65-licensed financial advisor with 15 years of industry experience. He has been with Kavar Capital Partners since 2014 and currently works at Kavar Capital Partners Group, LLC as part of a four-advisor team. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm combines financial planning with portfolio management using a range of investment strategies and vehicles, including equities, fixed income, mutual funds, ETFs, structured products, and options.

Options & derivatives strategies Private / alternative investments Wealth management
user avatar

Douglas C

Series 63, Series 65

Leawood, KS

Kavar Capital Partners

Douglas Ciocca is a financial advisor at Kavar Capital Partners with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kavar Capital Partners and its predecessor entities since 2011. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm combines financial planning with portfolio management using both fundamental and technical analysis across a broad range of investment products and strategies.

Options & derivatives strategies Private / alternative investments Wealth management
user avatar

Jack F

CFP®, Series 65

Leawood, KS

Kavar Capital Partners

Jack Faerber is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Kavar Capital Partners Group, LLC and previously worked at Creative Planning, the University of Missouri - Kansas, and Transystems. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm integrates financial planning with portfolio implementation, employing both fundamental and technical analysis across a wide range of investment vehicles, and manages over $1.34 billion with a four-advisor team.

Options & derivatives strategies Private / alternative investments Wealth management
user avatar

Kaleb P

Series 66

Leawood, KS

Kavar Capital Partners

Kaleb Peak is a financial advisor at Kavar Capital Partners with three years of industry experience. He holds the Series 66 designation and has worked at firms including Creative Planning, Sanctuary Advisors, and Reinert Wealth Management. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm combines financial planning with portfolio implementation, employing both fundamental and technical analysis across a variety of asset classes and strategies.

Options & derivatives strategies Private / alternative investments Wealth management
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