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SEC-registered firm

Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.

RVK, Inc.

Portland, OR

R.V. Kuhns & Associates, Inc., CRD 18005

Firm filing updated June 5, 2026 ·

  • $827.9MAssets
  • 205Clients
  • 111Advisory staff
  • 35Accounts

Fees and minimums

  • Hourly feesAsk the firm for the rate
All fee types on the form
  • Hourly chargesYes
  • Fixed feesYes
  • OtherYes
  • Percentage of assets under managementNo
  • Subscription fees (for a newsletter or periodical)No
  • CommissionsNo
  • Performance-based feesNo

Who the firm serves

See the client table
Clients by type
Client typeApproximate number of clientsAssets
High net worth individuals7$59.3 million
Banking or thrift institutions1$0
Pension and profit sharing plans (but not the plan participants or government pension plans)72$289.6 million
Charitable organizations26$265.7 million
State or municipal government entities (including government pension plans)56$11.3 million
Insurance companies13$48.0 million
Sovereign wealth funds and foreign official institutions11$154.0 million
Corporations or other businesses not listed above19$0
What the client labels mean

Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.

Services

  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
See all 4 services
  • Other: "ASSET ALLOCATION ADVICE; MANAGER / INVESTMENT ADVICE; PERFORMANCE EVALUATION AND REPORTING; OTHER CONSULTING SERVICES."
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other: "ASSET ALLOCATION ADVICE; MANAGER / INVESTMENT ADVICE; PERFORMANCE EVALUATION AND REPORTING; OTHER CONSULTING SERVICES."

Assets and accounts

  • Regulatory assets$827.9 million
  • Accounts35

People

  • Employees127
  • Advisory staff111
  • Broker-dealer reps0
  • Licensed insurance agents0
  • Planning clients0
Registration details
  • Legal name: R.V. Kuhns & Associates, Inc. SEC-registered investment advisor. CRD 18005, SEC file 801-27679.
  • Registered with the SEC as an investment advisor (status date on record: August 15, 1986).

Is RVK, Inc. a fiduciary?

Short answer: RVK, Inc. is registered with the SEC as an investment advisor.

More detail

The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'

The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.

The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.

About this data

Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.

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