Kavar Capital Partners is an investment advisor in Leawood with $682.21 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
274687115
SEC advisor number
801-72079
FINRA CRD number
155805
AUM ?
$682.21 mm
(as of 27 Oct 20)
Accounts
919
(as of 27 Oct 20)
Employees
5
(4 investment advisory or research)
Address
Kavar Capital Partners
11460 TOMAHAWK CREEK PARKWAY
SUITE 420
LEAWOOD
KS 66211
11460 TOMAHAWK CREEK PARKWAY
SUITE 420
LEAWOOD
KS 66211
Office hours
Monday - Friday, 7:30A.M. - 5:00PM
Phone
9134283300
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Ciocca, Douglas, George | CEO, Managing Member | 01/2011 | > 75% |
Callahan, Stefanie, Christine | Chief Compliance Officer, Member | 01/2011 | 5-10% |
Boling, Tom, S | Executive Vice President, Member | 10/2013 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Nov 20
13F-HR
Quarterly holdings report by institutional manager
23 Jul 20
13F-HR
Quarterly holdings report by institutional manager
20 Apr 20
13F-HR
Quarterly holdings report by institutional manager
28 Jan 20
13F-HR
Quarterly holdings report by institutional manager
12 Nov 19
13F-HR
Quarterly holdings report by institutional manager
1 Aug 19
13F-HR
Quarterly holdings report by institutional manager
17 May 19
13F-HR
Quarterly holdings report by institutional manager
17 May 19
13F-HR
Quarterly holdings report by institutional manager
17 May 19
13F-HR
Quarterly holdings report by institutional manager
16 May 19