KAVAR CAPITAL PARTNERS, LLC

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Kavar Capital Partners is based out of Leawood. Kavar Capital Partners is a large advisory firm with 334 clients and discretionary assets under management (AUM) of $549,142,213 (Form ADV from 2019-03-04). Their last reported 13F filing for Q1 2019 included $224,209,000 in managed 13F securities and a top 10 holdings concentration of 28.77%. Kavar Capital Partners's largest holding is Invesco S&P 500 Equal Weight ETF with shares held of 92,434. Whalewisdom has at least 22 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $224.209 Million
  • Prior Market Value $185.309 Million
  • New Purchases21 stocks
  • Additional Purchases53 stocks
  • Sold out of1 stock
  • Reduced holdings in24 stocks
  • Top 10 Holdings % 28.77 %
  • Turnover % [1]:17.74%
  • Turnover Alt % [2]: 8.56 %
  • Time Held Top20:1.80 quarters
  • Time Held Top10:1.60 quarters
  • Time Held All:1.65 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 6.94%
Performance Last 4 Quarters: 16.77%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

KAVAR CAPITAL PARTNERS, LLC
11460 TOMAHAWK CREEK PARKWAY SUITE 420
LEAWOOD KS    66211
Country: United States

Business Phone: (913) 428-3300
Fax: (866) 858-5147
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,RETIREMENT PLAN CONSULTING
Amount of client funds and securities: 297,268,000
Total Number of Clients: 334
Amount of client funds and securities by related persons: 297,268,000
Total Number of clients from related persons: 256
Disclosures:
Data above was derived from SEC filings.

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KAVAR CAPITAL PARTNERS, LLC

ownership team - last updated 2019-03-04
Name Title Start Date Direct/Indirect % Ownership
CIOCCA, DOUGLAS, GEORGE CEO, MANAGING MEMBER 01/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
FINANCIAL ADVISORY SERVICE INC SHAREHOLDER direct 2003-02-01
FINANCIAL ADVISORY SERVICE INC SHAREHOLDER, PORTFOLIO MANAGER direct 2003-02-01
WELDON CAPITAL MANAGEMENT, LTD. CHIEF EXEC. OFFICER direct 2004-01-01
WELDON CAPITAL MANAGEMENT, LTD. PRESIDENT direct 2004-01-01
KAVAR CAPITAL PARTNERS, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-01-01
KAVAR CAPITAL PARTNERS, LLC MANAGING MEMBER direct 2011-01-01
KAVAR CAPITAL PARTNERS, LLC CEO, MANAGING MEMBER AND PARTNER direct 2011-01-01
CALLAHAN, STEFANIE, CHRISTINE CHIEF COMPLIANCE OFFICER, MEMBER 01/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
KAVAR CAPITAL PARTNERS, LLC MEMBER direct 2011-01-01
KAVAR CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER, MEMBER AND PARTNER direct 2011-01-01
BOLING, TOM, S EXECUTIVE VICE PRESIDENT, MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
THE RETIREMENT PLANNING GROUP, INC. FINANCIAL ADVISOR direct 2009-04-01
THE RETIREMENT PLANNING GROUP, INC. VICE PRESIDENT & FINANCIAL ADVISOR direct 2009-04-01
THE RETIREMENT PLANNING GROUP, INC. CHIEF INVESTMENT OFFICER & FINANCIAL ADVISOR direct 2013-01-01
KAVAR CAPITAL PARTNERS, LLC EXECUTIVE VICE PRESIDENT, MEMBER direct 2013-10-01
KAVAR CAPITAL PARTNERS, LLC EXECUTIVE VICE PRESIDENT, PARTNER direct 2013-10-01

KAVAR CAPITAL PARTNERS, LLC

ownership team - last updated 2018-11-26
Name Title Start Date Direct/Indirect % Ownership
CIOCCA, DOUGLAS, GEORGE CEO, MANAGING MEMBER AND PARTNER 01/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
FINANCIAL ADVISORY SERVICE INC SHAREHOLDER direct 2003-02-01
FINANCIAL ADVISORY SERVICE INC SHAREHOLDER, PORTFOLIO MANAGER direct 2003-02-01
WELDON CAPITAL MANAGEMENT, LTD. CHIEF EXEC. OFFICER direct 2004-01-01
WELDON CAPITAL MANAGEMENT, LTD. PRESIDENT direct 2004-01-01
KAVAR CAPITAL PARTNERS, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-01-01
KAVAR CAPITAL PARTNERS, LLC MANAGING MEMBER direct 2011-01-01
KAVAR CAPITAL PARTNERS, LLC CEO, MANAGING MEMBER AND PARTNER direct 2011-01-01
CALLAHAN, STEFANIE, CHRISTINE CHIEF COMPLIANCE OFFICER, MEMBER AND PARTNER 01/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
KAVAR CAPITAL PARTNERS, LLC MEMBER direct 2011-01-01
KAVAR CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER, MEMBER AND PARTNER direct 2011-01-01
BOLING, TOM, S EXECUTIVE VICE PRESIDENT, MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
THE RETIREMENT PLANNING GROUP, INC. FINANCIAL ADVISOR direct 2009-04-01
THE RETIREMENT PLANNING GROUP, INC. VICE PRESIDENT & FINANCIAL ADVISOR direct 2009-04-01
THE RETIREMENT PLANNING GROUP, INC. CHIEF INVESTMENT OFFICER & FINANCIAL ADVISOR direct 2013-01-01
KAVAR CAPITAL PARTNERS, LLC EXECUTIVE VICE PRESIDENT, MEMBER direct 2013-10-01
KAVAR CAPITAL PARTNERS, LLC EXECUTIVE VICE PRESIDENT, PARTNER direct 2013-10-01

KAVAR CAPITAL PARTNERS, LLC

ownership team - last updated 2017-03-23
Name Title Start Date Direct/Indirect % Ownership
CIOCCA, DOUGLAS, GEORGE CEO, MANAGING MEMBER AND PARTNER 01/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
FINANCIAL ADVISORY SERVICE INC SHAREHOLDER direct 2003-02-01
FINANCIAL ADVISORY SERVICE INC SHAREHOLDER, PORTFOLIO MANAGER direct 2003-02-01
WELDON CAPITAL MANAGEMENT, LTD. CHIEF EXEC. OFFICER direct 2004-01-01
WELDON CAPITAL MANAGEMENT, LTD. PRESIDENT direct 2004-01-01
KAVAR CAPITAL PARTNERS, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-01-01
KAVAR CAPITAL PARTNERS, LLC MANAGING MEMBER direct 2011-01-01
KAVAR CAPITAL PARTNERS, LLC CEO, MANAGING MEMBER AND PARTNER direct 2011-01-01
CALLAHAN, STEFANIE, CHRISTINE CHIEF COMPLIANCE OFFICER, MEMBER AND PARTNER 01/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
KAVAR CAPITAL PARTNERS, LLC MEMBER direct 2011-01-01
KAVAR CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER, MEMBER AND PARTNER direct 2011-01-01
BOWEN, LINDSAY, JANE MEMBER 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
KAVAR CAPITAL PARTNERS, LLC MEMBER direct 2011-01-01
KAVAR CAPITAL PARTNERS, LLC MEMBER direct 2011-11-01
KAVAR CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2011-11-01
BOLING, TOM, S EXECUTIVE VICE PRESIDENT, MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
THE RETIREMENT PLANNING GROUP, INC. FINANCIAL ADVISOR direct 2009-04-01
THE RETIREMENT PLANNING GROUP, INC. VICE PRESIDENT & FINANCIAL ADVISOR direct 2009-04-01
THE RETIREMENT PLANNING GROUP, INC. CHIEF INVESTMENT OFFICER & FINANCIAL ADVISOR direct 2013-01-01
KAVAR CAPITAL PARTNERS, LLC EXECUTIVE VICE PRESIDENT, MEMBER direct 2013-10-01
KAVAR CAPITAL PARTNERS, LLC EXECUTIVE VICE PRESIDENT, PARTNER direct 2013-10-01

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