# RVK, 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.

- CRD: 18005
- Filed as: RVK, INC.
- Legal name: R.V. Kuhns & Associates, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: June 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/18005
- AdvisorCensus page: https://advisorcensus.com/firm/rvk-inc-portland-or-18005

## Quick answers

**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

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Midwest Institutional Trust Company
- US Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $827,917,299
- Discretionary: $0
- Non-discretionary: $827,917,299

### Clients (Item 5.D)

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

### Advisory services (Item 5.G)
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 1986 (40 years)
- Employees: 127 total, 111 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID, IL, NM, NY, OR, TX, WA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/18005

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Boise, ID
- Chicago, IL
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- rvkinc.com
- LinkedIn @RVK

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $828,340,065 | 117 | May 3, 2021 |
| October 2022 | $1,312,848,721 | 120 | August 10, 2022 |
| October 2023 | $956,814,845 | 135 | June 26, 2023 |
| October 2024 | $1,115,396,451 | 137 | August 15, 2024 |
| October 2025 | $766,447,423 | 143 | June 25, 2025 |
| October 2026 | $827,917,299 | 127 | June 5, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 122 to 111.

### January 2026
- No longer registered or notice-filed in OH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RVK, Inc. (CRD 18005): Form ADV filing data as of October 2026.