RVK, INC.
R.V. KUHNS & ASSOCIATES, INC. Legal Name
Adviser information for RVK, INC. last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Oregon, United States |
Employees
| Total Number of Employees | 137 |
|---|---|
| Investment Advisory/Research | 114 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 34 | $1.1B |
| Total | 34 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 8 | $45.7M |
| Banking or thrift institutions | 1 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 75 | $113.9M |
| Charitable organizations | 26 | $82.7M |
| State or municipal gov entities | 50 | $587.1M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 14 | $41.9M |
| Sovereign wealth funds and foreign official institutions | 9 | $139.6M |
| Corporations or other businesses | 22 | $104.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 196 |
| No. of Non-U.S. Clients | 2 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Pension consulting servicesPublication of periodicals or newslettersEducational seminars/workshopsASSET ALLOCATION ADVICE; MANAGER / INVESTMENT ADVICE; PERFORMANCE EVALUATION AND REPORTING; OTHER CONSULTING SERVICES. |
|---|---|
| Compensation | Hourly chargesFixed fees% BASIS PT. ON PORTFOLIO VALUE |
Identifiers
| SEC RIA File Number | 801-27679 |
|---|---|
| SEC ERA File Number | 801-27679 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 18005 |
| Legal Entity Identifier | None |
Principal Office
222 SW COLUMBIA STREET, SUITE 600PORTLAND
OR
United States
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Tel: 503-221-4200, Fax: None
Chief Compliance Officer
MEGAN HEALEY
222 SW COLUMBIA STREET, SUITE 600
PORTLAND
OR
United States
Tel:
503-221-4200
M***********@*********M
(Full email address available in API data)
Regulatory Contact
RANDY BOREK
CFO
222 SW COLUMBIA STREET, SUITE 600
PORTLAND
OR
United States
Tel:
503-221-4200
R**********@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GRATSINGER, REBECCA A | Individual | – | CEO/DIRECTOR/PRINCIPAL | 12/2008 | 25-50% |
| BEARD, MARCIA DENE PANKEY | Individual | – | SENIOR CONSULTANT/PRINCIPAL | 12/2008 | 10-25% |
| GRATSINGER, SCOTT P | Individual | – | CHIEF INFORMATION OFFICER/PRINCIPAL | 10/2001 | 25-50% |
| VOYTKO, JAMES MICHAEL | Individual | – | COO/PRESIDENT/DIRECTOR/PRINCIPAL | 07/2012 | 10-25% |
| KEVAN, JOSHUA, R | Individual | – | SENIOR CONSULTANT/PRINCIPAL | 12/2008 | 5-10% |
| KOWOLIK, JONATHAN, K. | Individual | – | SENIOR CONSULTANT/PRINCIPAL | 01/2010 | 5-10% |
| JOHNSON, ANTHONY, KEITH | Individual | – | DIRECTOR OF MIDWEST CONSULTING/ PRINCIPAL/DIRECTOR | 02/2008 | < 5% |
| MILLER, JEREMY | Individual | – | SENIOR CONSULTANT/ DIRECTOR/PRINCIPAL | 02/2013 | < 5% |
| BOREK, JOHN, RANDAL | Individual | – | CHIEF FINANCIAL OFFICER/PRINCIPAL | 01/2016 | < 5% |
| Healey, Megan, Elena | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2018 | < 5% |
| LEDGERWOOD, JOSEPH, MICHAEL | Individual | – | DIR. OF INV. MGR. RESEARCH/PRINCIPAL | 01/2019 | < 5% |
| Hunter, Spencer, Lewis | Individual | – | SENIOR CONSULTANT/DIRECTOR/PRINCIPAL | 01/2019 | < 5% |
| BAUER, MATTHIAS | Individual | – | SENIOR CONSULTANT/DIRECTOR/PRINCIPAL | 04/2019 | < 5% |
| Sullivan, Ryan, Patrick | Individual | – | SENIOR CONSULTANT/DIRECTOR/PRINCIPAL | 04/2021 | < 5% |