KAVAR CAPITAL PARTNERS
KAVAR CAPITAL PARTNERS GROUP, LLC Legal Name
Adviser information for KAVAR CAPITAL PARTNERS last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,371 | $1.1B |
| Non-Discretionary | 2 | $1.1M |
| Total | 1,373 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 216 | $151.1M |
| HNW Individuals | 193 | $877.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $13.6M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $99.9M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsRETIREMENT PLAN CONSULTING; CREDIT AND CASH MANAGEMENT SOLUTIONS |
|---|---|
| Compensation | % of AUMRETIREMENT PLAN CONSULTING |
| Other Business Activities | CREDIT AND CASH MANAGEMENT SOLUTIONS |
Principal Office
11460 TOMAHAWK CREEK PARKWAYSUITE 420
LEAWOOD
KS
United States
Monday - Friday, 7:30 AM - 5:00 PM
Tel: 913-428-3300, Fax: 866-858-5147
Chief Compliance Officer
STEFANIE C. CALLAHAN
11460 TOMAHAWK CREEK PARKWAY
SUITE 420
LEAWOOD
KS
United States
Tel:
913-428-3300
S*******@***************M
(Full email address available in API data)
Regulatory Contact
DOUGLAS G. CIOCCA
CEO
11460 TOMAHAWK CREEK PARKWAY
SUITE 420
LEAWOOD
KS
United States
Tel:
913-428-3300
D***@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FOCUS OPERATING, LLC | Domestic Entity | – | MEMBER (MANAGER) | 11/2020 | > 75% |
| CIOCCA, DOUGLAS, GEORGE | Individual | – | CEO | 11/2020 | < 5% |
| CALLAHAN, STEFANIE, CHRISTINE | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2020 | < 5% |
| BOLING, TOM, S | Individual | – | EXECUTIVE VICE PRESIDENT | 11/2020 | < 5% |
| FOCUS FINANCIAL PARTNERS, LLC | Domestic Entity | FOCUS OPERATING, LLC | MEMBER | 01/2007 | > 75% |
| FOCUS FINANCIAL PARTNERS INC. | Domestic Entity | FOCUS FINANCIAL PARTNERS, LLC | MEMBER | 07/2018 | > 75% |
| NAGLE, JOHN | Individual | – | CHIEF INVESTMENT OFFICER | 01/2021 | < 5% |
| FERDINAND FFP ACQUISITION, LLC | Domestic Entity | FOCUS FINANCIAL PARTNERS INC. | SHAREHOLDER, CLASS A COMMON STOCK | 08/2023 | > 75% |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | Domestic Entity | FOCUS FINANCIAL PARTNERS INC. | SHAREHOLDER, CLASS B COMMON STOCK | 08/2023 | > 75% |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | Domestic Entity | FERDINAND FFP ACQUISITION, LLC | MEMBER | 08/2023 | > 75% |
| FERDINAND FFP PARENT, INC. | Domestic Entity | FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | MEMBER | 08/2023 | > 75% |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | Domestic Entity | FERDINAND FFP PARENT, INC. | SHAREHOLDER | 08/2023 | > 75% |
| CD&R FERDINAND HOLDINGS, L.P. | Domestic Entity | FERDINAND FFP ULTIMATE HOLDINGS, LP | PARTNER | 08/2023 | 50-75% |
| CD&R FERDINAND CO-INVESTOR, L.P. | Foreign Entity | CD&R FERDINAND HOLDINGS, L.P. | PARTNER | 08/2023 | 25-50% |
| CLAYTON DUBILIER & RICE FUND XII, L.P. | Foreign Entity | CD&R FERDINAND HOLDINGS, L.P. | PARTNER | 08/2023 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | COM | 4M | 43K | – |
| ABBVIE INC | COM | 8M | 48K | – |
| ADVANCED MICRO DEVICES INC | COM | 278K | 2K | – |
| AIR PRODS & CHEMS INC | COM | 223K | 864 | – |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 2M | 14K | – |
| ALPHABET INC | CAP STK CL C | 1M | 6K | – |
| ALPHABET INC | CAP STK CL A | 19M | 104K | – |
| ALTRIA GROUP INC | COM | 1M | 32K | – |
| AMAZON COM INC | COM | 6M | 30K | – |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 9M | 140K | – |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 2M | 24K | – |
| AMERICAN CENTY ETF TR | US SML CP VALU | 10M | 109K | – |
| AMERICAN ELEC PWR CO INC | COM | 420K | 5K | – |
| AMERICAN EXPRESS CO | COM | 664K | 3K | – |
| AMGEN INC | COM | 328K | 1K | – |
| ANALOG DEVICES INC | COM | 276K | 1K | – |
| APPLE INC | COM | 34M | 160K | – |
| ARES CAPITAL CORP | COM | 5M | 224K | – |
| ARISTA NETWORKS INC | COM | 210K | 600 | – |
| AUTOMATIC DATA PROCESSING IN | COM | 2M | 9K | – |
| BCE INC | COM NEW | 237K | 7K | – |
| BP PLC | SPONSORED ADR | 2M | 63K | – |
| BANK AMERICA CORP | COM | 425K | 11K | – |
| BAXTER INTL INC | COM | 204K | 6K | – |
| BECTON DICKINSON & CO | COM | 7M | 32K | – |
| BERKSHIRE HATHAWAY INC DEL | CL A | 612K | 1 | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 16M | 40K | – |
| BLACKSTONE INC | COM | 6M | 45K | – |
| BLACKROCK HEALTH SCIENCES TE | COM SHS | 472K | 31K | – |
| BOOKING HOLDINGS INC | COM | 250K | 63 | – |
| BROADCOM INC | COM | 620K | 386 | – |
| CBIZ INC | COM | 318K | 4K | – |
| CATERPILLAR INC | COM | 8M | 23K | – |
| CHENIERE ENERGY INC | COM NEW | 3M | 18K | – |
| CHEVRON CORP NEW | COM | 3M | 20K | – |
| CISCO SYS INC | COM | 371K | 8K | – |
| COCA COLA CO | COM | 3M | 50K | – |
| COLGATE PALMOLIVE CO | COM | 272K | 3K | – |
| CONOCOPHILLIPS | COM | 578K | 5K | – |
| CONSTELLATION BRANDS INC | CL A | 4M | 16K | – |
| COSTCO WHSL CORP NEW | COM | 1M | 2K | – |
| CROSSFIRST BANKSHARES INC | COM | 2M | 123K | – |
| DANAHER CORPORATION | COM | 12M | 47K | – |
| DEERE & CO | COM | 4M | 9K | – |
| DIAGEO PLC | SPON ADR NEW | 5M | 38K | – |
| DIAMONDBACK ENERGY INC | COM | 200K | 1K | – |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 2M | 31K | – |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 556K | 9K | – |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 874K | 17K | – |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 1M | 37K | – |
| DISNEY WALT CO | COM | 3M | 30K | – |
| DOW INC | COM | 3M | 48K | – |
| DUKE ENERGY CORP NEW | COM NEW | 668K | 7K | – |
| EDWARDS LIFESCIENCES CORP | COM | 1M | 12K | – |
| EMERSON ELEC CO | COM | 3M | 30K | – |
| ENERGY TRANSFER L P | COM UT LTD PTN | 274K | 17K | – |
| EURONET WORLDWIDE INC | COM | 3M | 26K | – |
| EXXON MOBIL CORP | COM | 7M | 62K | – |
| META PLATFORMS INC | CL A | 1M | 2K | – |
| FEDEX CORP | COM | 4M | 15K | – |
| GE AEROSPACE | COM NEW | 215K | 1K | – |
| GSK PLC | SPONSORED ADR | 1M | 33K | – |
| GOLDMAN SACHS GROUP INC | COM | 4M | 9K | – |
| GOODRX HLDGS INC | COM CL A | 321K | 41K | – |
| GRIFFON CORP | COM | 1M | 17K | – |
| HOME DEPOT INC | COM | 5M | 14K | – |
| HONEYWELL INTL INC | COM | 441K | 2K | – |
| INTEL CORP | COM | 287K | 9K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 4M | 25K | – |
| INVESCO QQQ TR | UNIT SER 1 | 456K | 952 | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 10M | 58K | – |
| IRON MTN INC DEL | COM | 372K | 4K | – |
| ISHARES TR | CORE S&P500 ETF | 3M | 5K | – |
| ISHARES TR | S&P 500 GRWT ETF | 295K | 3K | – |
| ISHARES TR | MSCI EAFE ETF | 404K | 5K | – |
| ISHARES TR | RUS MID CAP ETF | 312K | 4K | – |
| ISHARES TR | CORE S&P MCP ETF | 1M | 21K | – |
| ISHARES TR | RUS 1000 GRW ETF | 809K | 2K | – |
| ISHARES TR | RUS 1000 ETF | 645K | 2K | – |
| ISHARES TR | RUSSELL 2000 ETF | 2M | 8K | – |
| ISHARES TR | EAFE SML CP ETF | 295K | 5K | – |
| ISHARES INC | CORE MSCI EMKT | 222K | 4K | – |
| ISHARES TR | CORE MSCI INTL | 376K | 6K | – |
| JPMORGAN CHASE & CO. | COM | 9M | 42K | – |
| JOHNSON & JOHNSON | COM | 8M | 52K | – |
| KKR & CO INC | COM | 423K | 4K | – |
| LAM RESEARCH CORP | COM | 311K | 292 | – |
| ELI LILLY & CO | COM | 3M | 3K | – |
| LOCKHEED MARTIN CORP | COM | 3M | 7K | – |
| LOWES COS INC | COM | 212K | 962 | – |
| MARATHON PETE CORP | COM | 816K | 5K | – |
| MASTERCARD INCORPORATED | CL A | 270K | 613 | – |
| MCDONALDS CORP | COM | 3M | 11K | – |
| MCKESSON CORP | COM | 455K | 779 | – |
| MERCK & CO INC | COM | 2M | 17K | – |
| MICROSOFT CORP | COM | 18M | 41K | – |
| MONDELEZ INTL INC | CL A | 4M | 59K | – |
| NETFLIX INC | COM | 660K | 978 | – |
| NEXTERA ENERGY INC | COM | 861K | 12K | – |
| NIKE INC | CL B | 4M | 55K | – |
| NORTHERN LTS FD TR IV | INSPIRE 100 ETF | 292K | 8K | – |
| NOVO-NORDISK A S | ADR | 5M | 32K | – |
| NVIDIA CORPORATION | COM | 21M | 171K | – |
| OREILLY AUTOMOTIVE INC | COM | 8M | 8K | – |
| PEABODY ENERGY CORP | COM | 3M | 150K | – |
| PEPSICO INC | COM | 4M | 24K | – |
| PFIZER INC | COM | 1M | 37K | – |
| PHILIP MORRIS INTL INC | COM | 2M | 18K | – |
| PROCTER AND GAMBLE CO | COM | 11M | 67K | – |
| QUALCOMM INC | COM | 382K | 2K | – |
| QUEST DIAGNOSTICS INC | COM | 2M | 14K | – |
| QURATE RETAIL INC | COM SER A | 16K | 25K | – |
| RTX CORPORATION | COM | 213K | 2K | – |
| SHELL PLC | SPON ADS | 575K | 8K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 1M | 2K | – |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 417K | 12K | – |
| SPDR SER TR | PORTFOLIO S&P400 | 906K | 18K | – |
| SPDR SER TR | PORTFOLIO S&P500 | 2M | 31K | – |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 225K | 575 | – |
| SPDR SER TR | PORTFOLIO S&P600 | 328K | 8K | – |
| SALESFORCE INC | COM | 293K | 1K | – |
| SCHWAB CHARLES CORP | COM | 5M | 71K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 27M | 427K | – |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 245K | 2K | – |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 6M | 81K | – |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 5M | 109K | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 6M | 166K | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 29M | 432K | – |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 22M | 565K | – |
| SELECTQUOTE INC | COM | 871K | 316K | – |
| SOFI TECHNOLOGIES INC | COM | 99K | 15K | – |
| SOUTHERN CO | COM | 2M | 27K | – |
| SPIRE INC | COM | 1M | 24K | – |
| STARBUCKS CORP | COM | 4M | 57K | – |
| SYSCO CORP | COM | 2M | 26K | – |
| TARGET CORP | COM | 278K | 2K | – |
| TESLA INC | COM | 586K | 3K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 16M | 29K | – |
| 3M CO | COM | 397K | 4K | – |
| TRUIST FINL CORP | COM | 3M | 71K | – |
| UMB FINL CORP | COM | 617K | 7K | – |
| US BANCORP DEL | COM NEW | 221K | 6K | – |
| UNILEVER PLC | SPON ADR NEW | 6M | 102K | – |
| UNITEDHEALTH GROUP INC | COM | 695K | 1K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 7M | 40K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1M | 26K | – |
| VANGUARD WORLD FD | HEALTH CAR ETF | 219K | 825 | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2M | 3K | – |
| VANGUARD INDEX FDS | SM CP VAL ETF | 6M | 30K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 238K | 981 | – |
| VANGUARD INDEX FDS | GROWTH ETF | 3M | 9K | – |
| VANGUARD INDEX FDS | VALUE ETF | 671K | 4K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 423K | 2K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2M | 9K | – |
| VERIZON COMMUNICATIONS INC | COM | 2M | 56K | – |
| VISA INC | COM CL A | 6M | 21K | – |
| WALMART INC | COM | 6M | 81K | – |
| WASTE MGMT INC DEL | COM | 220K | 1K | – |
| YUM BRANDS INC | COM | 407K | 3K | – |
| EATON CORP PLC | SHS | 202K | 643 | – |
| LINDE PLC | SHS | 221K | 504 | – |
| STERIS PLC | SHS USD | 5M | 23K | – |
| CHUBB LIMITED | COM | 240K | 941 | – |