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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

KAVAR CAPITAL PARTNERS

KAVAR CAPITAL PARTNERS GROUP, LLC, CRD 311744

LEAWOOD, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:204f6283-c54d-cd4e-275e-036b1e9175e3

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 3
On other graphs: 0
Observed: Nov 10, 2020 to Mar 25, 2026
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.82 fund_share=0.0 institutional_share=0.08 related_bd=true related_bank=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $1.6BItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.6B
Private client RAUM: $1.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 82%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $395Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 419
Individual clients: 219
High net worth clients: 230
Custody, client assets: $416M
SEC number: 801-119947
CRD: 311744
Filings on the tape: 15
First filed: Nov 10, 2020
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, DE
Website: kavarcapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TOM S BOLING	Certified Financial Planner	Leawood, KS	5	22	3	no
JOHN NAGLE	n/a	Leawood, KS	5	15	2	no
DOUGLAS GEORGE CIOCCA	n/a	Leawood, KS	5	31	4	no
JACK PUTNAM FAERBER	Certified Financial Planner	LEAWOOD, KS	3	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOLING, TOM, S	EXECUTIVE VICE PRESIDENT	Na	yes	11/2020	Mar 25, 2026	Mar 25, 2026
CALLAHAN, STEFANIE, CHRISTINE	CHIEF COMPLIANCE OFFICER	Na	yes	11/2020	Mar 25, 2026	Mar 25, 2026
CIOCCA, DOUGLAS, GEORGE	Ceo	Na	yes	11/2020	Mar 25, 2026	Mar 25, 2026
FOCUS OPERATING, LLC	Member	E	yes	11/2020	Mar 25, 2026	Mar 25, 2026
NAGLE, JOHN	CHIEF INVESTMENT OFFICER	Na	yes	01/2021	Mar 25, 2026	Mar 25, 2026
CD&R FERDINAND CO-INVESTOR, L.P.	Partner	C	yes	08/2023	Sep 25, 2023	Apr 24, 2024
CD&R FERDINAND HOLDINGS, L.P.	Partner	D	yes	08/2023	Sep 25, 2023	Apr 24, 2024
CLAYTON DUBILIER & RICE FUND XII, L.P.	Partner	D	yes	08/2023	Sep 25, 2023	Apr 24, 2024
FERDINAND FFP ACQUISITION, LLC	SHAREHOLDER, CLASS A COMMON STOCK	E	yes	08/2023	Sep 25, 2023	Apr 24, 2024
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	Member	E	yes	08/2023	Sep 25, 2023	Apr 24, 2024
FERDINAND FFP PARENT, INC.	Member	E	yes	08/2023	Sep 25, 2023	Apr 24, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	Shareholder	E	yes	08/2023	Sep 25, 2023	Apr 24, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	SHAREHOLDER, CLASS B COMMON STOCK	E	yes	08/2023	Sep 25, 2023	Apr 24, 2024
FOCUS FINANCIAL PARTNERS INC.	Member	E	yes	07/2018	Nov 10, 2020	Apr 24, 2024
FOCUS FINANCIAL PARTNERS, LLC	Member	E	yes	01/2007	Nov 10, 2020	Apr 24, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 25, 2026	$1.6B	$1.6B	6	5	n/a	n/a
2024	Mar 25, 2025	$1.3B	$1.3B	5	4	n/a	n/a
2023	Mar 26, 2024	$1.1B	$1.1B	6	5	n/a	n/a
2022	Mar 22, 2023	$1.0B	$1.0B	5	4	n/a	n/a
2021	Mar 24, 2022	$1.1B	$1.1B	5	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.6B	$1.3B	17.8%	$1.0B	15.8%	6	5	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
KAVAR CAPITAL PARTNERS, LLC	3	Dec 31, 2020	Jan 5, 2021	LEAWOOD, KS	Firm absorbed	RIA to new firm	100.0%

Relationships

Registered with (4)

← JACK PUTNAM FAERBERAdvisorregistration: current employment
Apr 19, 2023 to presentfactForm ADV
← DOUGLAS GEORGE CIOCCAAdvisorregistration: current employment
Jan 5, 2021 to presentfactForm ADV
← TOM S BOLINGAdvisorregistration: current employment
Jan 4, 2021 to presentfactForm ADV
← JOHN NAGLEAdvisorregistration: current employment
Jan 4, 2021 to presentfactForm ADV

Controls (13)

← CIOCCA, DOUGLAS, GEORGEOwnerCEO, ownership code NA, individual
Nov 10, 2020 to Apr 24, 2024factForm ADV
← BOLING, TOM, SOwnerEXECUTIVE VICE PRESIDENT, ownership code NA, individual
Nov 10, 2020 to Apr 24, 2024factForm ADV
← CALLAHAN, STEFANIE, CHRISTINEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 10, 2020 to Apr 24, 2024factForm ADV
← NAGLE, JOHNOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 24, 2022 to Apr 24, 2024factForm ADV
← CD&R FERDINAND CO-INVESTOR, L.P.OwnerPARTNER, ownership code C, foreign entity
Sep 25, 2023 to Apr 24, 2024factForm ADV
← CD&R FERDINAND HOLDINGS, L.P.OwnerPARTNER, ownership code D, domestic entity
Sep 25, 2023 to Apr 24, 2024factForm ADV
← CLAYTON DUBILIER & RICE FUND XII, L.P.OwnerPARTNER, ownership code D, foreign entity
Sep 25, 2023 to Apr 24, 2024factForm ADV
← FERDINAND FFP ACQUISITION, LLCOwnerSHAREHOLDER, CLASS A COMMON STOCK, ownership code E, domestic entity
Sep 25, 2023 to Apr 24, 2024factForm ADV
← FERDINAND FFP INTERMEDIATE HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Sep 25, 2023 to Apr 24, 2024factForm ADV
← FERDINAND FFP PARENT, INC.OwnerMEMBER, ownership code E, domestic entity
Sep 25, 2023 to Apr 24, 2024factForm ADV
← FERDINAND FFP ULTIMATE HOLDINGS, LPOwnerSHAREHOLDER, ownership code E, domestic entity
Sep 25, 2023 to Apr 24, 2024factForm ADV
← FOCUS FINANCIAL PARTNERS INC.OwnerMEMBER, ownership code E, domestic entity
Nov 10, 2020 to Apr 24, 2024factForm ADV
← FOCUS OPERATING, LLCOwnerMEMBER (MANAGER), ownership code E, domestic entity
Nov 10, 2020 to Apr 24, 2024factForm ADV

Moved with (1)

← KAVAR CAPITAL PARTNERS, LLCRegistered adviser3 advisors, firm absorbed, same day
Dec 31, 2020 to Jan 5, 2021factForm ADV

Dated events

Occurred
Mar 24, 2022
Regulatory AUM changed
Kavar Capital Partners reported RAUM $1.1B, up 29% from $848.5M (2021-09-08 to 2022-03-24)
Form ADVobserved 5 days ago
$247M
Occurred
Mar 24, 2022
Control person joined
John Nagle (Chief Investment Officer) appeared on Schedule A of Kavar Capital Partners
Form ADVobserved 5 days ago
Occurred
Nov 10, 2020
First Form ADV filing
Kavar Capital Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:204f6283-c54d-cd4e-275e-036b1e9175e3
First observed: Nov 10, 2020
Last observed: Mar 25, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KAVAR CAPITAL PARTNERS

KAVAR CAPITAL PARTNERS GROUP, LLC, CRD 311744

LEAWOOD, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:204f6283-c54d-cd4e-275e-036b1e9175e3

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:30 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TOM S BOLING

Certified Financial Planner

Leawood, KS

JOHN NAGLE

n/a

Leawood, KS

DOUGLAS GEORGE CIOCCA

n/a

Leawood, KS

JACK PUTNAM FAERBER

Certified Financial Planner

LEAWOOD, KS

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOLING, TOM, S

EXECUTIVE VICE PRESIDENT

yes

11/2020

Mar 25, 2026

CALLAHAN, STEFANIE, CHRISTINE

CHIEF COMPLIANCE OFFICER

yes

11/2020

Mar 25, 2026

CIOCCA, DOUGLAS, GEORGE

Ceo

yes

11/2020

Mar 25, 2026

FOCUS OPERATING, LLC

Member

yes

11/2020

Mar 25, 2026

NAGLE, JOHN

CHIEF INVESTMENT OFFICER

yes

01/2021

Mar 25, 2026

CD&R FERDINAND CO-INVESTOR, L.P.

Partner

yes

08/2023

Sep 25, 2023

Apr 24, 2024

CD&R FERDINAND HOLDINGS, L.P.

Partner

yes

08/2023

Sep 25, 2023

Apr 24, 2024

CLAYTON DUBILIER & RICE FUND XII, L.P.

Partner

yes

08/2023

Sep 25, 2023

Apr 24, 2024

FERDINAND FFP ACQUISITION, LLC

SHAREHOLDER, CLASS A COMMON STOCK

yes

08/2023

Sep 25, 2023

Apr 24, 2024

FERDINAND FFP INTERMEDIATE HOLDINGS, LLC

Member

yes

08/2023

Sep 25, 2023

Apr 24, 2024

FERDINAND FFP PARENT, INC.

Member

yes

08/2023

Sep 25, 2023

Apr 24, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

Shareholder

yes

08/2023

Sep 25, 2023

Apr 24, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

SHAREHOLDER, CLASS B COMMON STOCK

yes

08/2023

Sep 25, 2023

Apr 24, 2024

FOCUS FINANCIAL PARTNERS INC.

Member

yes

07/2018

Nov 10, 2020

Apr 24, 2024

FOCUS FINANCIAL PARTNERS, LLC

Member

yes

01/2007

Nov 10, 2020

Apr 24, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$1.6B

n/a

2024

Mar 25, 2025

$1.3B

n/a

2023

Mar 26, 2024

$1.1B

n/a

2022

Mar 22, 2023

$1.0B

n/a

2021

Mar 24, 2022

$1.1B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.6B

$1.3B

17.8%

$1.0B

15.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

KAVAR CAPITAL PARTNERS, LLC

Dec 31, 2020

Jan 5, 2021

LEAWOOD, KS

Firm absorbed

RIA to new firm

100.0%