Matthew R. Roberts

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CRD#: 7445493

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Matthew Ryan Roberts was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 2021. Matthew had worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name: AS Golf Partners Investment-related: No Address: 8915 Lee Blvd. Leawood KS 66206 Nature of the other business: Provided financial capital to a professional golfer in order to pay for tournaments, living and practice expenses. Position: Limited Partner. Relationship with other business: Investor in the partnership. Start date: August 2020 Approximate number of hours/month you devote to other business: 0 hours/months of my time devoted to this. Number of hours you devote to the other business during securities trading hours: 0 hours. Briefly describe your duties: I am a Limited Partner with no active role in the company, I simply provided capital.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

December 18, 2021 - June 17, 2024

KAVAR CAPITAL PARTNERS

RIA

CRD#: 311744

LEAWOOD, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KAVAR CAPITAL PARTNERS

KAVAR CAPITAL PARTNERS | KAVAR CAPITAL PARTNERS GROUP, LLC

CRD#: 311744 / SEC#: 801-119947

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/18/2021

Uniform Investment Adviser Law Examination

Current Firm

KAVAR CAPITAL PARTNERS

KAVAR CAPITAL PARTNERS | KAVAR CAPITAL PARTNERS GROUP, LLC

CRD#: 311744 / SEC#: 801-119947

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

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Contact information

Main Address

11460 Tomahawk Creek Parkway Suite 420, Leawood, KS 66211

Mailing Address

Phone number

(913) 428-3300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KAVAR CAPITAL PARTNERS GROUP, LLC (11/14/2025)

Regulatory assets under management

Total Number of Accounts	1,512
AUM (Assets Under Management)	$ 1,342,172,525

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew R. Roberts

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

KAVAR CAPITAL PARTNERS

Primary Firm SEC Registration

KAVAR CAPITAL PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/2021

Current Firm

KAVAR CAPITAL PARTNERS

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KAVAR CAPITAL PARTNERS

TRUST BUT VERIFY

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