A complete list of active advisors currently associated with Kavar Capital Partners

Warmer can help you find a great advisor at Kavar Capital Partners or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kavar Capital Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.