Kavar Capital Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,297,082,443
Clients
449
Advisors
4
of 6 employees
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
Expertise
Fee options
Fixed fees reported in SEC Part 1 but not specified in brochure text
$0 - $5,000,000: 1.20% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.80%
Main office
11460 Tomahawk Creek Parkway, Suite 420
Leawood KS 66211
Advisors at this office
4
Most active in
Arizona · California · Florida · Illinois · Kansas · Maryland · Massachusetts · Missouri · Nebraska · New York · North Carolina · Pennsylvania · Texas · Virginia
Also doing business as
Kavar Capital Partners · Kavar Capital Partners Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
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.
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.
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