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| Kavar Capital Partners Group LLC
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| |
|---|---|
| CRD # | 311744 |
| SEC # | 801-119947 |
| CIK # | 0001841766, 0001758087 |
| AUM | $1.1 BB (2024-03-26) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 913-428-3300 |
| Address | 11460 Tomahawk Creek Parkway Leawood, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 33.8 | |
| NVDA | 399,550.0 | 21.1 | |
| GOOGL | 1,475,138.5 | 18.9 | |
| MSFT | 1,918,222.4 | 18.3 | |
| TMO | 209,733.6 | 16.2 | |
| DHR | 183,136.1 | 11.9 | |
| PG | 338,108.9 | 11.0 | |
| JPM | 340,169.2 | 8.5 | |
| ABBV | 269,466.6 | 8.2 | |
| ORLY | 41,441.2 | 8.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 151.1 |
| (b) Individuals (high net worth individuals) | 193 | 877.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 13.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 99.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,373 | 1,141.9 |
| By Discretionary | ||
| Discretionary | 1,371 | 1,140.8 |
| Non-Discretionary | 2 | 1.1 |
| Total | 1,373 | 1,141.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,141.9 | |
| Total | 1,373 | 1,141.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001758087] | |
| 13F-HR | [0001841766] |
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|---|---|---|
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Magnolia Capital Advisors LLC
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MS | 1.1 |
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Marietta Wealth Management LLC
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GA | 1.1 |
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1.1 | |
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