SourcingSourcing

KAVAR CAPITAL PARTNERS GROUP, LLC

C24
CRD 311744·SEC 801-119947·LEAWOOD, KS
AUM
$1.58B
$1B+
Est. Revenue
$15.8M
@ 1% on AUM
Est. EBITDA
$4.7M
@ 30% margin
Est. Deal Value
$38.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KAVAR CAPITAL PARTNERS GROUP, LLC
CRD
311744
SEC file #
801-119947
EIN
853721708
DBA names
Kavar Capital Partners

Economics

AUM
$1.58B
AUM band
$1B+
AUM trajectory
'22'26
$848.5M → $1.58B▲ +86%
Client mix
Individuals High Net Worth230
Individuals Other219
Pension Profit Sharing Plans8

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'21'26
3 advisors → 5 advisors▲ +67%
Primary office
LEAWOOD KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
kavarcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FOCUS OPERATING, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
FOCUS OPERATING, LLC
BOLING, TOM, S
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
KAVARCAPITAL.COM
Rdap Domain Creation Date
2010-11-27T21:10:14Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
58,339
Form 5500 Compensation Trajectory 3y
202558,339
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
58,339
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001841766
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2021-02-05
Edgar Last Filing Date
2026-04-16
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-04-16
Accession0001725547-26-000140

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
11460 TOMAHAWK CREEK PARKWAYSUITE 420LEAWOOD, KS 66211
Business
11460 TOMAHAWK CREEK PARKWAYSUITE 420LEAWOOD, KS 66211
Edgar EIN
853721708
Edgar Recent Filings
13F-HR2026-04-16 · 0001725547-26-000140
13F-HR2026-01-20 · 0001725547-26-000033
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-11-27T21:10:14Z
Rdap Domain Last Changed
2025-09-28T06:21:17Z
Rdap Nameservers
Ns53.worldnic.comNs54.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (6)

6
BOLING, TOM, S
IAR · Executive Officer · 2.5%
4697766
NAGLE, JOHN
IAR · Executive Officer · 2.5%
5498962
CIOCCA, DOUGLAS, GEORGE
IAR · Executive Officer · 2.5%
2495495
CALLAHAN, STEFANIE, CHRISTINE
Executive Officer · 2.5%
4913862
Kaleb Peak
IAR
7383253
JACK PUTNAM FAERBER
IAR
6989080