Tom S Boling
Investment adviser representative at Kavar Capital Partners
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Kavar Capital PartnersJan 2021 to now
- Kavar Capital Partners Group, LLCJan 2021 to now
- Kavar Capital Partners, Inc.Oct 2013 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
Kavar Capital Partners
Legal name: Kavar Capital Partners Group, LLC
$1.6BAssets managed
457Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4697766
- Firm CRD
- 311744