{
  "crd_number": 311744,
  "slug": "kavar-capital-partners-leawood-ks-311744",
  "primary_business_name": "KAVAR CAPITAL PARTNERS",
  "legal_name": "KAVAR CAPITAL PARTNERS GROUP, LLC",
  "dbas": [],
  "city": "Leawood",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-01-04",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 1581513440.0,
  "raum_discretionary": 1580452324.0,
  "raum_non_discretionary": 1061116.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 6,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 16837165.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 83210457.0,
      "count": 219
    },
    "insurance_companies": {
      "raum": 5211795.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 101523868.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 1213871986.0,
      "count": 230
    },
    "corporations_other_businesses": {
      "raum": 160858169.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "IL",
    "KS",
    "MA",
    "MD",
    "MO",
    "NC",
    "NE",
    "NY",
    "PA",
    "TX",
    "VA"
  ],
  "websites": [
    "https://focusfinancialpartners.com",
    "https://kavarcapital.com",
    "https://linkedin.com/COMPANY/KAVAR-CAPITAL-PARTNERS-LLC",
    "https://linkedin.com/company/focus-financial-partners",
    "https://twitter.com/KAVARCAPITAL",
    "https://twitter.com/focusfinancial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311744",
  "city_as_filed": "LEAWOOD",
  "url": "https://advisorcensus.com/firm/kavar-capital-partners-leawood-ks-311744",
  "display_name": "Kavar Capital Partners",
  "summary": "Kavar Capital Partners is an SEC-registered investment advisory firm in Leawood, KS, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Kavar Capital Partners (CRD 311744): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Kavar Capital Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Kavar Capital Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Kavar Capital Partners located?",
      "a": "Kavar Capital Partners' principal office is in Leawood, KS, according to its Form ADV."
    },
    {
      "q": "Is Kavar Capital Partners registered with the SEC or a state?",
      "a": "Kavar Capital Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311744."
    },
    {
      "q": "How much does Kavar Capital Partners manage?",
      "a": "Kavar Capital Partners reports $1,581,513,440 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Kavar Capital Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Kavar Capital Partners: Regulatory assets under management: $848,549,904 in the October 2021 data and $1,581,513,440 in the October 2026 data, up 86%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Kavar Capital Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (230); individuals (other than high net worth individuals) (219); pension and profit sharing plans (but not the plan participants or government pension plans) (8)."
    },
    {
      "q": "Which custodians does Kavar Capital Partners use?",
      "a": "Kavar Capital Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Kavar Capital Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311744"
    },
    {
      "q": "What changed in Kavar Capital Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $1,342,172,525 to $1,581,513,440 (+18%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 848549904.0,
      "total_employees": 4,
      "filing_date": "2021-09-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1095540288.0,
      "total_employees": 5,
      "filing_date": "2022-03-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1017484224.0,
      "total_employees": 5,
      "filing_date": "2023-09-25"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1141936692.0,
      "total_employees": 6,
      "filing_date": "2024-04-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1342172525.0,
      "total_employees": 5,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1581513440.0,
      "total_employees": 6,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5.",
        "Regulatory assets under management went from $1,342,172,525 to $1,581,513,440 (+18%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/kavar-capital-partners-leawood-ks-311744.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 219,
      "fewer_than_5": false,
      "raum": 83210457.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 230,
      "fewer_than_5": false,
      "raum": 1213871986.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 101523868.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 16837165.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 5211795.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 160858169.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311744",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}