# Kavar Capital Partners

> 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.

- CRD: 311744
- Filed as: KAVAR CAPITAL PARTNERS
- Legal name: Kavar Capital Partners Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Leawood, KS
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311744
- AdvisorCensus page: https://advisorcensus.com/firm/kavar-capital-partners-leawood-ks-311744

## Quick answers

**How is Kavar Capital Partners compensated?**
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.

**Where is Kavar Capital Partners located?**
Kavar Capital Partners' principal office is in Leawood, KS, according to its Form ADV.

**Is Kavar Capital Partners registered with the SEC or a state?**
Kavar Capital Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311744.

**How much does Kavar Capital Partners manage?**
Kavar Capital Partners reports $1,581,513,440 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Kavar Capital Partners' assets and staff changed since 2021?**
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.

**What types of clients does Kavar Capital Partners serve?**
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).

**Which custodians does Kavar Capital Partners use?**
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.

**Does Kavar Capital Partners report any disciplinary disclosures?**
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

**What changed in Kavar Capital Partners' recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,581,513,440
- Discretionary: $1,580,452,324
- Non-discretionary: $1,061,116

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 219 | $83,210,457 |
| High net worth individuals | 230 | $1,213,871,986 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $101,523,868 |
| Charitable organizations | Fewer than 5 | $16,837,165 |
| Insurance companies | Fewer than 5 | $5,211,795 |
| Corporations or other businesses not listed above | Fewer than 5 | $160,858,169 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IL, KS, MA, MD, MO, NC, NE, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- focusfinancialpartners.com
- kavarcapital.com
- LinkedIn @KAVAR-CAPITAL-PARTNERS-LLC
- LinkedIn @focus-financial-partners
- X @KAVARCAPITAL
- X @focusfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $848,549,904 | 4 | September 8, 2021 |
| October 2022 | $1,095,540,288 | 5 | March 24, 2022 |
| October 2023 | $1,017,484,224 | 5 | September 25, 2023 |
| October 2024 | $1,141,936,692 | 6 | April 24, 2024 |
| October 2025 | $1,342,172,525 | 5 | March 25, 2025 |
| October 2026 | $1,581,513,440 | 6 | March 25, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kavar Capital Partners (CRD 311744): Form ADV filing data as of October 2026.