Kavar Capital Partners Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, insurance, and retirement plan services. Financial planning was provided to 101–250 clients last fiscal year.
Kavar Capital Partners Group reports 457 clients. They include 230 high-net-worth individuals, 219 individual clients, and 8 pension and profit-sharing plans. Of its assets, 99.9% ($1.58B across 417 accounts) are managed with discretion; $1.06M across 2 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 5% |
| High-net-worth individuals | 50% | 77% |
| Pension and profit-sharing plans | 2% | 6% |
| Charitable organizations | Fewer than 5 | 1% |
| Insurance companies | Fewer than 5 | <1% |
| Other client typesCorporations and other businesses | Not reported | 10% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 219 | $83.2M | 5.3% | $380K |
| High-net-worth individuals | 230 | $1.21B | 76.8% | $5.28M |
| Pension and profit-sharing plans | 8 | $102M | 6.4% | $12.7M |
| Charitable organizations | Fewer than 5 | $16.8M | 1.1% | — |
| Insurance companies | Fewer than 5 | $5.21M | 0.3% | — |
| Corporations and other businesses | Fewer than 5 | $161M | 10.2% | — |
| Total | 457 | $1.58B | 100% | — |
- Clients
- 219
- Regulatory AUM
- $83.2M
- AUM share
- 5.3%
- Avg. per client
- $380K
- Clients
- 230
- Regulatory AUM
- $1.21B
- AUM share
- 76.8%
- Avg. per client
- $5.28M
- Clients
- 8
- Regulatory AUM
- $102M
- AUM share
- 6.4%
- Avg. per client
- $12.7M
- Clients
- Fewer than 5
- Regulatory AUM
- $16.8M
- AUM share
- 1.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $5.21M
- AUM share
- 0.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $161M
- AUM share
- 10.2%
- Avg. per client
- —
Total
- Clients
- 457
- Regulatory AUM
- $1.58B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Kavar Capital Partners Group is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Focus Operating, LLC owns 75% or more of Kavar Capital Partners Group and is in turn owned by Focus Financial Partners, LLC (75% or more). The leadership team of Kavar Capital Partners Group includes President Tom Boling, Chief Investment Officer John Nagle and Chief Compliance Officer Stefanie Callahan. It has 6 employees, 5 of them in advisory roles.
Leadership
- Tom BolingExecutive Vice President
- Stefanie CallahanChief Compliance Officer
- Douglas CioccaCEO
- John NagleChief Investment Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Tom S Boling
- Douglas George Ciocca
- Jack Putnam Faerber
- John Nagle
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Kavar Capital Partners Group, LLC
Focus Operating, LLC
Control person · since November 2020
- Owns 75% or more of Focus Operating, LLC
Focus Financial Partners, LLC
Control person · since January 2007
- Owns 50% to 75% of Focus Financial Partners, LLC
Focus Financial Partners Inc.
Control person · since July 2018
- Owns 75% or more of Focus Financial Partners Inc.
Ferdinand FFP Acquisition, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Acquisition, LLC
Ferdinand FFP Intermediate Holdings, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Intermediate Holdings, LLC
Ferdinand FFP Parent, Inc.
Control person · since August 2023
- Owns 75% or more of Focus Financial Partners Inc.
Ferdinand FFP Ultimate Holdings, LP
Control person · since August 2023
- Owns 50% to 75% of Ferdinand FFP Ultimate Holdings, LP
CD&R Ferdinand Holdings, L.P.
Control person · since August 2023
- Owns 50% to 75% of CD&R Ferdinand Holdings, L.P.
Clayton Dubilier & Rice Fund Xii, L.P.
Control person · since August 2023
Kavar Capital Partners Group’s regulatory assets grew 1.9× from $849M (February 2021) to $1.58B (March 2026); clients rose from 317 to 457 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.58B | 457 | 6 | 1 |
| March 2025 | $1.34B | 443 | 5 | 1 |
| April 2024 | $1.14B | 409 | 6 | 1 |
| May 2023 | $1.02B | 396 | 5 | 1 |
| March 2022 | $1.1B | 361 | 5 | 1 |
| February 2021 | $849M | 317 | 4 | 1 |
Besides its headquarters, Kavar Capital Partners Group has 0 offices, with 1 listed address in Kansas.
Kansas · 1 listed address
- 11460 Tomahawk Creek Parkway, Suite 420, LeawoodHQ
Contact and registration details
- Legal name
- Kavar Capital Partners Group, LLC
- Headquarters
- 11460 Tomahawk Creek Parkway, Suite 420, Leawood, KS 66211
- Website
- kavarcapital.com
- Phone
- 913-428-3300
- @kavar-capital-partners-llc
- SEC file
- 801-119947
- Founded
- 2011
- Structure
- Delaware LLC
- Fiscal year end
- December
Kavar Capital Partners Group uses Charles Schwab ($1.43B) as custodian for its separately managed accounts. Kavar Capital Partners Group has custody of $416M in client assets for 286 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.43B100%
At year end, Kavar Capital Partners Group’s separately managed accounts were largely in stocks (40%) and funds (36%). Its reported 13F holdings for the quarter ended 30 June 2026 total $812M across 204 positions; the largest are Schwab Strategic TR (6.4%), Schwab Strategic TR (6.3%) and Apple Inc. (5.4%).
What the accounts hold
- Stocks40%
- Funds36%
- Bonds10%
- State and local bonds4%
- Investment grade corporate bonds4%
- U.S. government and agency bonds2%
- Cash5%
- Other9%
- Structured notes9%
Reported 13F holdings
- $812M
- Reported 13F value
- 204
- Positions
- 41.5%
- In the 10 largest
- +1.6%
- Value vs. prior quarter
- Schwab Strategic TR · US Lrg Cap ETF6.4%
- Schwab Strategic TR · Fundamental US L6.3%
- Apple Inc.5.4%
- Schwab Strategic TR · Intl Eqty ETF5.3%
- Alphabet Inc. · Cap Stk CL A4.4%
- Nvidia Corporation4.0%
- Caterpillar Inc.3.1%
- Berkshire Hathaway Inc. Del · CL B New2.6%
- American Centy ETF TR · Avantis Emgmkt2.2%
- Microsoft Corp.2.0%
Together, the ten largest are 41.5% of reported value.
How many clients does Kavar Capital Partners Group have?
Kavar Capital Partners Group has 457 clients and manages $1.58 billion for them, as of March 2026. They include 230 high-net-worth individuals, 219 individual clients, and 8 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Kavar Capital Partners Group offer?
Kavar Capital Partners Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Kavar Capital Partners Group use?
Kavar Capital Partners Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.43B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Kavar Capital Partners Group have?
Kavar Capital Partners Group has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kavar Capital Partners Group invest in?
At the end of its last fiscal year, Kavar Capital Partners Group’s separately managed accounts held 40% exchange-traded equities, 36% registered funds (mutual funds, ETFs, BDCs), 9% other, 5% cash and equivalents, 4% state and local bonds, 4% investment grade corporate bonds and 2% U.S. government and agency bonds. The 9% other category is described as: Structured Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kavar Capital Partners Group?
Kavar Capital Partners Group is owned through a chain of holding companies by Ferdinand FFP Parent, Inc. and Clayton Dubilier & Rice Fund Xii, L.P. Its direct owner is Focus Operating, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Kavar Capital Partners Group get paid?
Kavar Capital Partners Group is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Kavar Capital Partners Group?
Kavar Capital Partners Group’s main office is at 11460 Tomahawk Creek Parkway, Suite 420, Leawood, KS 66211. Its phone number is 913-428-3300. Its website is kavarcapital.com.