KAVAR CAPITAL PARTNERS
SEC RegisteredThe science of investing. The Art of integration.
About the firm
Kavar Capital Partners is a wealth management firm based in Leawood, Kansas that strives to build relationships serving as a client's financial cabinet, providing objective advice to optimize investment portfolios and integrate planning considerations. They partner with a select group of enterprising individuals and institutions throughout the country, offering institutional depth with the flexibility of a boutique.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, investment portfolio optimization, financial planning, tax loss harvesting, Roth conversions, stock option strategy, and retirement cash flow planning.
Who they serve
A select group of enterprising individuals and institutions throughout the country who value objective advice, wealth management expertise, and the ability to offer institutional depth with the flexibility of a boutique.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 219 | $83M |
| High Net Worth Individuals | 230 | $1.2B |
| Charitable Organizations | 8 | $102M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KAVAR CAPITAL PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.