{
  "crd_number": 18005,
  "slug": "rvk-inc-portland-or-18005",
  "primary_business_name": "RVK, INC.",
  "legal_name": "R.V. KUHNS & ASSOCIATES, INC.",
  "dbas": [],
  "city": "Portland",
  "state": "OR",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1986-08-15",
  "years_registered": 40,
  "period": "2026-10-01",
  "filing_date": "2026-06-05",
  "carried_forward": false,
  "raum_total": 827917299.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 827917299.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 127,
  "advisory_employees": 111,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 265664903.0,
      "count": 26
    },
    "banking_thrift": {
      "raum": null,
      "count": 1
    },
    "state_municipal": {
      "raum": 11343512.0,
      "count": 56
    },
    "insurance_companies": {
      "raum": 48022508.0,
      "count": 13
    },
    "pension_profit_sharing": {
      "raum": 289573421.0,
      "count": 72
    },
    "high_net_worth_individuals": {
      "raum": 59283483.0,
      "count": 7
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": 19
    },
    "sovereign_wealth_foreign_official": {
      "raum": 154029472.0,
      "count": 11
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other"
  ],
  "advisory_activities": [
    "educational_seminars",
    "other",
    "pension_consulting",
    "periodicals_newsletters"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA",
    "ID",
    "IL",
    "NM",
    "NY",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/RVK",
    "https://rvkinc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/18005",
  "disclosure_items": [
    {
      "item": "11.H(2)",
      "question": "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)?"
    }
  ],
  "city_as_filed": "PORTLAND",
  "url": "https://advisorcensus.com/firm/rvk-inc-portland-or-18005",
  "display_name": "RVK, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. RVK, Inc. (CRD 18005): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Pension consulting services",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is RVK, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), RVK, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is RVK, Inc. located?",
      "a": "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)."
    },
    {
      "q": "Is RVK, Inc. registered with the SEC or a state?",
      "a": "RVK, Inc. is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 18005."
    },
    {
      "q": "How much does RVK, Inc. manage?",
      "a": "RVK, Inc. reports $827,917,299 in regulatory assets under management in its Form ADV filing dated June 5, 2026 (0% discretionary)."
    },
    {
      "q": "How have RVK, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does RVK, Inc. serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does RVK, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does RVK, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in RVK, Inc.'s recent Form ADV filings?",
      "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 828340065.0,
      "total_employees": 117,
      "filing_date": "2021-05-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1312848721.0,
      "total_employees": 120,
      "filing_date": "2022-08-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 956814845.0,
      "total_employees": 135,
      "filing_date": "2023-06-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1115396451.0,
      "total_employees": 137,
      "filing_date": "2024-08-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 766447423.0,
      "total_employees": 143,
      "filing_date": "2025-06-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 827917299.0,
      "total_employees": 127,
      "filing_date": "2026-06-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 122 to 111."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in OH."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Midwest Institutional Trust Company",
      "name_as_filed": "MIDWEST INSTITUTIONAL TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "US Bank",
      "name_as_filed": "US BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/rvk-inc-portland-or-18005.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 7,
      "fewer_than_5": false,
      "raum": 59283483.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 1,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 72,
      "fewer_than_5": false,
      "raum": 289573421.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 26,
      "fewer_than_5": false,
      "raum": 265664903.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 56,
      "fewer_than_5": false,
      "raum": 11343512.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 13,
      "fewer_than_5": false,
      "raum": 48022508.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 11,
      "fewer_than_5": false,
      "raum": 154029472.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 19,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/18005",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}