Kavar Capital Partners

Kavar Capital Partners (CRD# 311744) is a financial advisory firm headquartered in Leawood, KS. They manage $1,017,484,224 in 1,326 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
11460 Tomahawk Creek Parkway, Suite 420, Leawood, KS 66211
https://kavarcapital.com/
By the Numbers
  • Total Assets Under Management
    1,017
    MILLION
  • Total Number of Accounts
    1,326
    ACCOUNTS
  • Average Account Value
    $767,334
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, KS, MD, MO, NE, NY, PA, TX, VA

Financial Advisors at Kavar Capital Partners
Showing 1 - 5 of 5 top financial advisors.
1
Tom Boling, financial advisor Leawood KS
Tom S. Boling
CRD#: 4697766
11460 Tomahawk Creek Parkway, Suite 420, Leawood, KS 66211

Tom Boling (CRD# 4697766) is an Investment Advisor Representative working at Kavar Capital Partners in Leawood, KS and has over 19 years of experience in the finance industry. Tom Boling has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Douglas Ciocca, financial advisor Leawood KS
Douglas G. Ciocca
CRD#: 2495495
11460 Tomahawk Creek Parkway, Suite 420, Leawood, KS 66211

Douglas Ciocca (CRD# 2495495) is an Investment Advisor Representative working at Kavar Capital Partners in Leawood, KS and has over 28 years of experience in the finance industry.

3
Jack Faerber, financial advisor Leawood KS
Jack P. Faerber
CRD#: 6989080
11460 Tomahawk Creek Parkway, Suite 420, Leawood, KS 66211

Jack Faerber (CRD# 6989080) is an Investment Advisor Representative working at Kavar Capital Partners in Leawood, KS and has over 4 years of experience in the finance industry. Jack Faerber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
John Nagle, financial advisor Leawood KS
John Nagle
CRD#: 5498962
11460 Tomahawk Creek Parkway, Suite 420, Leawood, KS 66211

John Nagle (CRD# 5498962) is an Investment Advisor Representative working at Kavar Capital Partners in Leawood, KS and has over 12 years of experience in the finance industry.

5
Matthew Roberts, financial advisor Leawood KS
Matthew R. Roberts
CRD#: 7445493
11460 Tomahawk Creek Parkway, Suite 420, Leawood, KS 66211

Matthew Roberts (CRD# 7445493) is an Investment Advisor Representative working at Kavar Capital Partners in Leawood, KS and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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