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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2020
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between November 14, 2025 and March 25, 2026, reported AUM increased 17.8%, from $1.3B to $1.6B.
Across 5 reported observations, AUM increased 44.4% between March 24, 2022 and March 25, 2026, from $1.1B to $1.6B.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 5 advisory representatives and 457 clients, or 91.4 clients per representative. That equates to $3.5M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
TOM S BOLING
EXECUTIVE VICE PRESIDENT, Financial Advisor, General Partner
- CRD
- #4697766
- Ownership
- Less than 5%
STEFANIE CHRISTINE CALLAHAN
Chief Compliance Officer, Financial Professional
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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JACK PUTNAM FAERBER
Wealth Advisor
- CRD
- #6989080
Showing 1 of 5 contacts
Unlock allAssets Under Management
| 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 |
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Separately Managed Accounts
SMA allocation detail is available
Kavar Capital Partners has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Kavar Capital Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.