AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Oregon / Portland / RVK, Inc.

RVK, Inc.

Portland, ORSEC-registered investment adviserCRD 18005

Filed as RVK, INC. · Legal name R.V. Kuhns & Associates, Inc.

RVK, Inc. is an SEC-registered investment advisory firm in Portland, OR, registered since 1986, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 5, 2026.

40 years
registered since 1986
$827,917,299
assets under management
3 arrangements
Hourly, Fixed fees and more
1
disclosure items (Item 11)

Quick answers

From the filing

How is RVK, Inc. compensated?

On its Form ADV (Item 5.E, October 2026), RVK, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

Where is RVK, Inc. located?

RVK, Inc.'s principal office is in Portland, OR, according to its Form ADV; the July 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

Is RVK, Inc. registered with the SEC or a state?

RVK, Inc. is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 18005.

How much does RVK, Inc. manage?

RVK, Inc. reports $827,917,299 in regulatory assets under management in its Form ADV filing dated June 5, 2026 (0% discretionary).

How have RVK, Inc.'s assets and staff changed since 2021?

In the Form ADV data for RVK, Inc.: Regulatory assets under management: $828,340,065 in the October 2021 data and $827,917,299 in the October 2026 data, unchanged. Total employees: 117 in October 2021 and 127 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does RVK, Inc. serve?

By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (72); state or municipal government entities (including government pension plans) (56); charitable organizations (26).

Which custodians does RVK, Inc. use?

RVK, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Midwest Institutional Trust Company and US Bank as custodians holding 10% or more of its separately managed account assets.

Does RVK, Inc. report any disciplinary disclosures?

Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/18005

What changed in RVK, Inc.'s recent Form ADV filings?

In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated March 18, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$827,917,299

$827,917,299 as of October 2026, filing dated June 5, 2026.

Discretionary: $0.Non-discretionary: $827,917,299.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
High net worth individuals
Clients 7 Assets $59,283,483 (7%)
Banking or thrift institutions
Clients 1 Assets Not reported
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 72 Assets $289,573,421 (35%)
Charitable organizations
Clients 26 Assets $265,664,903 (32%)
State or municipal government entities (including government pension plans)
Clients 56 Assets $11,343,512 (1%)
Insurance companies
Clients 13 Assets $48,022,508 (6%)
Sovereign wealth funds and foreign official institutions
Clients 11 Assets $154,029,472 (19%)
Corporations or other businesses not listed above
Clients 19 Assets Not reported

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Registration and firm details

Items 1, 2, 5
Legal name
R.V. Kuhns & Associates, Inc.
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
1986 (40 years)
Employees
Total: 127. Performing investment advisory functions: 111.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
3 other offices, as of the July 2026 filing
Boise, IDChicago, ILNew York, NY
States registered or notice-filed
8 states or jurisdictions
CAIDILNMNYORTXWA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

1 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Civil court matters Item 11.H

  • 11.H(2) Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$828M 2021 $1.31B 2022 $957M 2023 $1.12B 2024 $766M 2025 $828M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$827,917,299127June 5, 2026
October 2025$766,447,423143June 25, 2025
October 2024$1,115,396,451137August 15, 2024
October 2023$956,814,845135June 26, 2023
October 2022$1,312,848,721120August 10, 2022
October 2021$828,340,065117May 3, 2021

Regulatory assets under management: $828,340,065 in the October 2021 data and $827,917,299 in the October 2026 data, unchanged.

Total employees: 117 in October 2021 and 127 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. July 2026
    • Updated its list of owners and control persons (Schedule A).
  2. April 2026
    • Employees performing advisory functions went from 122 to 111.
  3. January 2026
    • No longer registered or notice-filed in OH.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
rvkinc.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. RVK, Inc. (CRD 18005): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/rvk-inc-portland-or-18005