Investment adviser · CRD 18005
RVK, INC.
Investment adviser filing (IA)
R.V. KUHNS & ASSOCIATES, INC.
PORTLAND, OR, United States · Form ADV filed Jun 5, 2026
- Regulatory AUM
- $828M Form ADV · Item 5.F
- Client accounts
- 35 Accounts, not individual clients
- Employees
- 127 Reported in this filing
- Advisory professionals
- 111 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 72 | $289,573,421 | 35.0% |
| Charities | 26 | $265,664,903 | 32.1% |
| Sovereign wealth & foreign institutions | 11 | $154,029,472 | 18.6% |
| High-net-worth individuals | 7 | $59,283,483 | 7.2% |
| Insurance companies | 13 | $48,022,508 | 5.8% |
| Government entities | 56 | $11,343,512 | 1.4% |
| Banks & thrifts | 1 | Not reported | Not reported |
| Corporations & businesses | 19 | Not reported | Not reported |
Filing source
Form ADV 2111060 · Jun 5, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 5, 2026. View historical filings
Reported services
Pension consulting · Publication of newsletters · Educational seminars
Compensation
Hourly · Fixed
Principal office
222 SW COLUMBIA STREET, SUITE 600PORTLAND, OR, 97201, United States
CRD 18005
Filing source
Form ADV 2111060 · Jun 5, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.