Firm profile

KAVAR CAPITAL PARTNERS

LEAWOOD, KSCRD 311744Latest ADV March 25, 2026

Kavar Capital Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Leawood, KS. Its latest Form ADV filing, dated March 25, 2026, reports $1.6B in regulatory assets under management, 6 employees, and 419 accounts.

Assets Under Management
$1.6B
Employees
6
Offices
--
Total Clients
457
Primary office
LEAWOOD, KS
11460 TOMAHAWK CREEK PARKWAY, SUITE 420, LEAWOOD, KS, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEODouglas G. Ciocca
CCOStefanie C. Callahan
CIOJohn Nagle

Advisory services offered

5 types reported
Financial Planning Services
Other advisory services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 50.3% of total clients.
Top client categories% of clientsClients
1
HNWI
50.3%
230
2
Individuals
47.9%
219
3
Pension Plans
1.8%
8
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.6Bas of March 25, 2026
Discretionary99.9%
$1.6B
100% of total RAUM99.9%
Non-discretionary0.1%
$1M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.6B
Total Accounts419
10Y AUM Change+$1.6B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee76:1
10Y Employee Change+2 (+50.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.