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RVK, INC.
Legal name: R.V. KUHNS & ASSOCIATES, INC.
CRD 18005File 801-27679
APPROVED
Retail clients
Disclosure events
Filing as of Jun 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$827.9M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $827.9M
Clients
205
35 accounts
Employees
127
Above cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 15, 1986
- Principal office
- 222 SW COLUMBIA STREET, SUITE 600, PORTLAND, OR, 97201
- Phone
- 503-221-4200
- Website
- HTTP://WWW.RVKINC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $827.9M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $827.9M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 35
- Total accounts
- 35
- AUM per client
- $4.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | Not reported |
| Non-U.S. persons | 11 | $154.0M |
| Insurance companies | 13 | $48.0M |
| Charitable organizations | 26 | $265.7M |
| High net worth individuals | 7 | $59.3M |
| Banking or thrift institutions | 1 | Not reported |
| Pension and profit sharing plans | 72 | $289.6M |
| State or municipal government entities | 56 | $11.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — % BASIS PT. ON PORTFOLIO VALUE
Advisory activities
- Other
- Publications
- Other advisory activities
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11H2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 143 | 127 | decreased by16 |
| Apr 1, 2026 | Clients | 202 | 205 | increased by3 |
| Apr 1, 2026 | AUM | $766,447,423 | $827,917,299 | increased by$61,469,876 |
| Apr 1, 2026 | Accounts | 32 | 35 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 120 | 143 | increased by23 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 196 | 202 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,312,848,721 | $766,447,423 | decreased by$546,401,298 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 22 | 32 | increased by10 |
| Apr 1, 2022 | Employees | 117 | 120 | increased by3 |
| Apr 1, 2022 | AUM | $828,340,065 | $1,312,848,721 | increased by$484,508,656 |
| Apr 1, 2022 | Accounts | 27 | 22 | decreased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RVK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RVK” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.