Asset manager · Portland, OR
RVK, Inc.
R.V. Kuhns & Associates, Inc. · SEC-registered investment adviser · CRD 18005 · SEC 801-27679
At a glance
RVK, Inc. is an SEC-registered investment adviser based in Portland, Oregon, with $828 million in regulatory assets under management as of its Form ADV filed June 5, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 7 individual clients. By Form ADV it is a asset manager, ranked 1,452nd of 3,218 asset managers and 5,980th of 17,210 SEC-registered advisers by assets.
Main office 503-221-4200rvkinc.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $828M
- Rank among asset managers
- #1,452 of 3,218
- Rank among all SEC RIAs
- #5,980 of 17,210
- Rank in Oregon
- #43 of 156
- Individual clients
- 7
- High-net-worth clients
- 7
- Accounts
- 35
- Discretionary
- 0% of AUM
- Employees
- 127
- Advisory staff
- 111
- Offices
- 4
Owners and executives on its Form ADV
- Rebecca A GratsingerSenior Consultant/director/principal
- Marcia D. BeardSenior Consultant/principal
- Scott P GratsingerChief Information Officer/principal
- James M. VoytkoSenior Consultant/principal
- Joshua R KevanCeo/senior Consultant/principal
- Jonathan K. KowolikSenior Consultant/principal
- Anthony K. JohnsonCo-Coo/co-President/director of Midwest Consulting/principal/director
- Jeremy MillerSenior Consultant/ Director/principal
- John R. BorekChief Financial Officer/hr Officer/principal
- Megan E. HealeyChief Compliance Officer
- Spencer L. HunterCo-Coo/co-President/senior Consultant/principal
- Matthias BauerSenior Consultant/director/principal
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 72 | $290M | 35% |
| Charitable organizations | 26 | $266M | 32% |
| Sovereign wealth funds and foreign official institutions | 11 | $154M | 19% |
| High-net-worth individuals | 7 | $59M | 7% |
| Insurance companies | 13 | $48M | 6% |
| State or municipal government entities | 56 | $11M | 1% |
| Banking or thrift institutions | 1 | $0M | 0% |
| Corporations or other businesses | 19 | $0M | 0% |
Disciplinary disclosures
RVK, Inc. answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Pension consulting
- Periodicals or newsletters
- Educational seminars and workshops
- Other services
How it’s paid
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗rvkinc.com ↗
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- Assets, accounts, clients and staff, ten years of filings
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- Owners and executives, with titles and stakes
- 15 namedLocked
- Main office, fax and compliance officer
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Background
Questions
How much does RVK, Inc. manage?
RVK, Inc. reports $828 million in regulatory assets under management across 35 accounts, on its Form ADV filed June 5, 2026.
What kind of firm is RVK, Inc.?
RVK, Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are RVK, Inc.’s clients?
By assets, its largest client types are pension and profit sharing plans ($290 million, 72 clients); charitable organizations ($266 million, 26 clients); sovereign wealth funds and foreign official institutions ($154 million, 11 clients).
Does RVK, Inc. have any disciplinary history?
RVK, Inc. answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is RVK, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-05), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →