Kavar Capital Partners is an investment advisor in Leawood with $1.02 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
853721708
SEC advisor number
801-119947
FINRA CRD number
311744
AUM ?
$1.02 bn
(as of 3 May 23)
Accounts
1,326
(as of 3 May 23)
Employees
5
(4 investment advisory or research)
Office hours
Monday - Friday, 7:30 AM - 5:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Focus Operating, LLC | Member (Manager) | 11/2020 | > 75% |
Ciocca, Douglas, George | CEO | 11/2020 | < 5% |
Callahan, Stefanie, Christine | Chief Compliance Officer | 11/2020 | < 5% |
Boling, Tom, S | Executive Vice President | 11/2020 | < 5% |
Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
Nagle, John | Chief Investment Officer | 01/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22
13F-HR
Quarterly holdings report by institutional manager
1 Nov 21