$1.6B Total AUM
$1.6B Disc. AUM
-- 3Y CAGR
6 Employees
457 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Insight oakUnison +more
- Established Date
- 11-01-2020
- Office Locations
- 1
Office Locations
11460 Tomahawk Creek Parkway Suite 420 Leawood KS
About Kavar Capital Partners
Kavar Capital Partners is a boutique wealth management firm in Leawood, KS serving a select group of enterprising individuals and institutions nationwide. The team combines financial planning with objective portfolio management and asset allocation, using ETFs and other public funds and selectively incorporating fixed income and alternatives. Custody is supported through platforms such as Charles Schwab.
Team overview
38 AVG AGE
$316.3M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
5 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
5yrs Firm Age
Insights
Unlock to see real insight on alpha summit.
Full visibility includes strategy notes for vertex crest.
See the complete signal summary connected to pathway peak.
Unlock to compare peer behavior around glacier quantum.
Premium access reveals conviction themes in matrix eagle alpha.
Unlock to compare peer behavior around pioneer matrix.
Unlock to compare peer behavior around crest pathway.
See the complete signal summary connected to zenith fusion.
Asset Classes
Meridian Beacon radial Vertex Signal Signal Matrix
Client Personas
Value
Custodian
Value Catalyst atlas Vertex wave Pioneer pioneer Focus Harbor frontier Pioneer vital
Investment Themes
Unison Radial legacy Horizon quantum Peak Element Ridge atlas Foundation
Investment Vehicles
Atlas Zenith
Platform
Ridge Value catalyst Vital vertex
Services
Pioneer pathway Frontier fusion Timber vector Optima signal Meridian north Delta Fusion Focus vertex Delta Frontier unison
Technology
Focus foundation Summit pioneer Foundation horizon Momentum oak Momentum optima
Owner & Executives
TOM S BOLING
EXECUTIVE VICE PRESIDENT, Financial Advisor, General Partner
- CRD
- #4697766
- Ownership
- Less than 5%
(736) 588-6011
signal.atlas@legacycapital.com
in linkedin.com/in/beacon-vertex
S
STEFANIE CHRISTINE CALLAHAN
Chief Compliance Officer, Financial Professional
- CRD
- --
- Ownership
- Less than 5%
(855) 443-6550
atlas.radial@alphacapital.com
in linkedin.com/in/vital-glacier
Z
Zenith vector
Harbor momentum vector
- CRD
- #35500
- Ownership
- 11.5%
(339) 383-2651
ember.timber@pioneercapital.com
in linkedin.com/in/capital-pioneer
Showing 2 of 4 owners & executives
Unlock allContacts
JACK PUTNAM FAERBER
Wealth Advisor
- CRD
- #6989080
(794) 869-3095
alpha.oak@primecapital.com
in linkedin.com/in/ridge-vital
Showing 1 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,580,452,324 | $3,790,054 |
| Non-Discretionary | $1,061,116 | $530,558 |
| Total | $1,581,513,440 | $3,774,495 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,581,513,440
Equity - Exchange:
21.3% Public Funds:
8.3% Other:
5.9% Cash:
6.1% Corporate - Investment Grade:
25.8% Municipal Bonds:
10.7% U.S. Government/Agency:
21.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $89,885,883 | 21.3% |
| Public Funds | $35,025,954 | 8.3% |
| Other | $24,897,968 | 5.9% |
| Cash | $25,741,967 | 6.1% |
| Corporate - Investment Grade | $108,875,858 | 25.8% |
| Municipal Bonds | $45,153,941 | 10.7% |
| U.S. Government/Agency | $92,417,880 | 21.9% |
| Total | $421,999,451 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH CREST | ELEMENT HORIZON | CAFYK4LRE | TUG | 10.15% | $57,809,629 |
| PATHWAY OPTIMA | OAK QUANTUM | D72ZOVSNV | UCSZ | 5.00% | $61,806,242 |
| ATLAS OPTIMA | CREST BRIDGE | U15OUBLE3 | ZBYH | 2.30% | $5,383,026 |
| LEGACY UNISON CAPITAL | DELTA FUSION | G9I4AI91O | SKC | 11.27% | $4,379,036 |
| BRIDGE SUMMIT | QUANTUM FRONTIER | BP1BY9KAE | WGV | 10.97% | $111,875,706 |
| VERTEX HARBOR EAGLE | UNISON FRONTIER | Q4O3UL6DT | XSO | 3.69% | $87,219,785 |
| HORIZON RIDGE | LEGACY MOMENTUM | G7H32MFFL | NBO | 1.88% | $1,778,747 |
| CATALYST INSIGHT CATALYST | LEGACY FOUNDATION | GM4YCSBUM | TBNDQ | 4.00% | $29,295,967 |