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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

KAVAR CAPITAL PARTNERS, LLC

CRD 155805

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:e7a2537d-4837-eded-176b-cfc3290969fc

Data as of Oct 27, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 0
Observed: Nov 16, 2011 to Oct 27, 2020
20 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $682MItem 5.F on the latest filing (2020-10-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $681M
Private client RAUM: $628MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 919
Individual clients: 198
High net worth clients: 136
Custody, client assets: $328M
SEC number: 801-72079
CRD: 155805
Filings on the tape: 20
First filed: Nov 16, 2011
Latest filed: Oct 27, 2020
Organised: Limited Liability Company, Delaware

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, MEMBER	B	yes	10/2013	Jun 27, 2014	Oct 27, 2020
CALLAHAN, STEFANIE, CHRISTINE	CHIEF COMPLIANCE OFFICER, MEMBER	A	yes	01/2011	Nov 16, 2011	Oct 27, 2020
CIOCCA, DOUGLAS, GEORGE	CEO, MANAGING MEMBER	E	yes	01/2011	Nov 16, 2011	Oct 27, 2020

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	Offices	Private funds	Fund GAV
2019	Mar 16, 2020	$682M	$681M	5	4	0	n/a	n/a
2018	Mar 4, 2019	$557M	$549M	6	5	0	n/a	n/a
2017	Mar 15, 2018	$600M	$592M	5	5	0	n/a	n/a
2016	Mar 23, 2017	$531M	$523M	6	4	n/a	n/a	n/a
2015	Mar 15, 2016	$426M	$421M	6	4	n/a	n/a	n/a
2014	Mar 18, 2015	$372M	$366M	6	5	n/a	n/a	n/a
2013	Feb 11, 2014	$277M	$267M	5	4	n/a	n/a	n/a
2012	Mar 11, 2013	$268M	$260M	4	3	n/a	n/a	n/a
2011	Mar 30, 2012	$214M	$211M	n/a	n/a	n/a	n/a	n/a

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
2019	$682M	$557M	22.5%	$531M	8.7%	5	6	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

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

Relationships

Controls (3)

← CIOCCA, DOUGLAS, GEORGEOwnerCEO, MANAGING MEMBER, ownership code E, individual
Nov 16, 2011 to presentfactForm ADV
← BOLING, TOM, SOwnerEXECUTIVE VICE PRESIDENT, MEMBER, ownership code B, individual
Jun 27, 2014 to presentfactForm ADV
← CALLAHAN, STEFANIE, CHRISTINEOwnerCHIEF COMPLIANCE OFFICER, MEMBER, ownership code A, individual
Nov 16, 2011 to presentfactForm ADV

Moved with (1)

→ KAVAR CAPITAL PARTNERSRegistered adviser3 advisors, firm absorbed, same day
Dec 31, 2020 to Jan 5, 2021factForm ADV

Registered with (6)

← DOUGLAS GEORGE CIOCCAAdvisorregistration: previous registration
Feb 11, 2011 to Dec 31, 2020factForm ADV
← TOM S BOLINGAdvisorregistration: previous registration
Oct 16, 2013 to Dec 31, 2020factForm ADV
← JOHN NAGLEAdvisorregistration: previous registration
Dec 2, 2014 to Dec 31, 2020factForm ADV
← John NemmersAdvisorregistration: previous registration
Jan 11, 2018 to Oct 1, 2020factForm ADV
← Richard Blake BriscoeAdvisorregistration: previous registration
Feb 8, 2019 to Oct 2, 2019factForm ADV
← LISA MARIE GABRIELAdvisorregistration: previous registration
Feb 15, 2011 to Nov 3, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e7a2537d-4837-eded-176b-cfc3290969fc
First observed: Nov 16, 2011
Last observed: Oct 27, 2020 71 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, LLC

CRD 155805

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:e7a2537d-4837-eded-176b-cfc3290969fc

Data as of Oct 27, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:03 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOLING, TOM, S

EXECUTIVE VICE PRESIDENT, MEMBER

yes

10/2013

Jun 27, 2014

Oct 27, 2020

CALLAHAN, STEFANIE, CHRISTINE

CHIEF COMPLIANCE OFFICER, MEMBER

yes

01/2011

Nov 16, 2011

Oct 27, 2020

CIOCCA, DOUGLAS, GEORGE

CEO, MANAGING MEMBER

yes

01/2011

Nov 16, 2011

Oct 27, 2020

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 16, 2020

$682M

$681M

n/a

2018

Mar 4, 2019

$557M

$549M

n/a

2017

Mar 15, 2018

$600M

$592M

n/a

2016

Mar 23, 2017

$531M

$523M

n/a

2015

Mar 15, 2016

$426M

$421M

n/a

2014

Mar 18, 2015

$372M

$366M

n/a

2013

Feb 11, 2014

$277M

$267M

n/a

2012

Mar 11, 2013

$268M

$260M

n/a

2011

Mar 30, 2012

$214M

$211M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$682M

$557M

22.5%

$531M

8.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

KAVAR CAPITAL PARTNERS

Dec 31, 2020

Jan 5, 2021

LEAWOOD, KS

Firm absorbed

RIA to new firm

100.0%