Data / Investment advisers / Oregon / RVK, Inc.
RVK, Inc., Portland, OR: $828 million AUM, SEC registered investment adviser
RVK, Inc. is an SEC registered investment adviser with its main office in Portland, Oregon and reports $828 million in regulatory assets under management in its Form ADV filed June 5, 2026. Its clients include pension and profit sharing plans, charitable organizations and sovereign wealth funds and foreign official institutions. It is paid through hourly charges, fixed fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 18005
- SEC file number
- 801-27679
- SEC status
- Approved, effective August 15, 1986
- Legal name
- R.V. Kuhns & Associates, Inc.
- Main office
- 222 SW Columbia Street, Suite 600, Portland, OR 97201
- Phone
- (503) 221-4200
- Regulatory AUM
- $827,917,299 in the Form ADV filed June 5, 2026
- Non discretionary AUM
- $827,917,299
- Accounts
- 35
- Employees
- 127, of which 111 give investment advice
- Form of organization
- Corporation
- Paid through
- hourly charges, fixed fees, other fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- Reported: civil court actions
- Latest Form ADV filing
- June 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 72 | $289.6 million |
| Charitable organizations | 26 | $265.7 million |
| Sovereign wealth funds and foreign official institutions | 11 | $154 million |
| High net worth individuals | 7 | $59.3 million |
| Insurance companies | 13 | $48 million |
| State or municipal government entities | 56 | $11.3 million |
| Corporations or other businesses | 19 | Not listed |
| Banking or thrift institutions | 1 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $827.9 million | March 18, 2026 |
| December 1, 2025 | $766.4 million | October 7, 2025 |
Other advisers in Portland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Scott Capital Advisors, LLC | Portland | $1.13 billion | Not listed | adviserinfo.sec.gov |
| M Financial Investment Advisers Inc | Portland | $1.01 billion | Not listed | adviserinfo.sec.gov |
| Horst & Graben Wealth Management, LLC | Portland | $920.1 million | Not listed | adviserinfo.sec.gov |
| Mengis Capital Management, Inc. | Portland | $903.5 million | Not listed | adviserinfo.sec.gov |
| Green Cities Investment Management, LLC | Portland | $875 million | 4 | adviserinfo.sec.gov |
| Efg Asset Management (North America) Corp | Portland | $808.9 million | Not listed | adviserinfo.sec.gov |
| Preisz Financial | Portland | $701.7 million | Not listed | adviserinfo.sec.gov |
| Efm Investments & Advisory LLC | Portland | $680 million | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Portland, OR
- Investment advisers in Oregon
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving charitable organizations
- RVK, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.