Overview
Assets Under Management: $600 million
Headquarters: LEAWOOD, KS
High-Net-Worth Clients: 127
Average Client Assets: $3.8 million
Frequently Asked Questions
KAVAR CAPITAL PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155805), KAVAR CAPITAL PARTNERS, LLC is subject to fiduciary duty under federal law.
KAVAR CAPITAL PARTNERS, LLC is headquartered in LEAWOOD, KS.
KAVAR CAPITAL PARTNERS, LLC serves 127 high-net-worth clients according to their SEC filing dated November 26, 2018. View client details ↓
According to their SEC Form ADV, KAVAR CAPITAL PARTNERS, LLC offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
KAVAR CAPITAL PARTNERS, LLC manages $600 million in client assets according to their SEC filing dated November 26, 2018.
According to their SEC Form ADV, KAVAR CAPITAL PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 127
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.15%
Average Client Assets: $3.8 million
Total Client Accounts: 968
Discretionary Accounts: 863
Non-Discretionary Accounts: 105
Regulatory Filings
CRD Number: 155805
Filing ID: 1251825
Last Filing Date: 2018-11-26 13:49:00