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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Kavar Capital Partners Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Kavar Capital Partners Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kavar Capital Partners Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kavar Capital Partners Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kavar Capital Partners Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kavar Capital Partners Group get paid?","answer":"Kavar Capital Partners Group is paid through a percentage of assets under management, fixed fees and other compensation. 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`sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}