Kavar Capital Partners
Firm details
- Headquarters
- Leawood, Kansas
- CRD number
- 311744
- Registered since
- January 4, 2021
- Website
- kavarcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI76.75%
- Corporations / Businesses10.17%
- Pension & Profit Sharing Plans6.42%
- Individuals5.26%
- Charitable Organizations1.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Kavar Capital Partners is an independent registered investment adviser that acts as a capital allocator for individuals, families and institutional clients. The firm is SEC-registered (initial registration in 2021) and offers financial planning, portfolio management for individuals, small businesses and institutions, and selection of outside advisers. Its fee arrangements include percentage-of-AUM and fixed fees, and it also engages in other financial product sales. Kavar identifies as an allocator that combines in-house portfolio work with relationships to external managers and sponsored investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Public Funds/Mutual Funds36%
- Other9%
- Cash & Cash Equivalents5%
- State & Local Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$358M in ETFs
75%
$270M
21%
$88.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $54M | 1,801,060 | 15.08% |
Location
Leawood, KS
Johnson
Location
Leawood, KS
Headquartered in Leawood, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 11460 Tomahawk Creek Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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