Kovar Capital (CRD# 174569) is a financial advisory firm headquartered in Lufkin, TX. They manage $4,115,364 in 10 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$411,536
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Taylor is the CEO and founder of Kovar Capital Management LLC. He holds a finance degree from Stephen F Austin State University and is currently studying to sit for the Certified Financial Planner exam. After starting his career with Merrill Lynch, Taylor decided to create Kovar Capital in order to better independently serve clients. He has been quoted and published in a variety of different media on topics ranging from healthcare to youth ministry to technology to, of course, personal financial management. Before founding Kovar Capital, he was a key member of the team that helped launch and implement one of the fastest growing healthcare technologies in the United States, HealthTrust Software.
His passion in life is to be the example of what a Godly husband, father, and businessman represents. He lives his life and treats others the way that he wants to be treated and it is this lifestyle that has made him a trusted advisor to individuals and businesses across the globe. He is actively involved in numerous volunteer organizations and is dedicated to transforming the healthcare and financial industries for future generations.
Taylor is married to his high school sweetheart, Megan, and they live in Lufkin with their two young children.