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AllocatorsInvestment consultantinvestment consultant

RVK, Inc.

Allocators

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Search this name across graphsid dfx:al:009f7901-07ff-4143-89f0-5f8e6705660a

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 4:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

RVK, INC.

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Plan clients: 1Form 5500 Schedule C
Public clients: 5
Advisory clients: 6
Institutional RAUM: $769MForm ADV
Pension plan clients (ADV): 72
Government clients (ADV): 56
Recommended commitments: 0derived
Latest client year end: Jun 30, 2025
CRD: 18005

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

Plan	Role	From	To	Current	Evidence
Intermountain Retail Store Employees Pension Plan	Investment adviser	Sep 1, 2022	Aug 31, 2023	no	fact
Montana Teacher Retirement System	General consultant	n/a	Jun 30, 2025	no	fact
Santa Barbara County Employees Retirement Association	General consultant	n/a	Jun 30, 2025	no	fact
Teachers' Retirement System of the State of Illinois	General consultant	n/a	Jun 30, 2025	no	fact
Missouri Local Government Employees Retirement System	General consultant	n/a	Jun 30, 2025	no	fact
Montana Public Employees Retirement System DB Plan	General consultant	n/a	Jun 30, 2024	no	fact

Relationships

Advised by (6)

← Santa Barbara County Employees Retirement AssociationAllocatorGeneral consultant
… to Jun 30, 2025factPlan annual report
← Montana Teacher Retirement SystemAllocatorGeneral consultant
… to Jun 30, 2025factPlan annual report
← Montana Public Employees Retirement System DB PlanAllocatorGeneral consultant
… to Jun 30, 2024factPlan annual report
← Missouri Local Government Employees Retirement SystemAllocatorGeneral consultant
… to Jun 30, 2025factPlan annual report
← Teachers' Retirement System of the State of IllinoisAllocatorGeneral consultant
… to Jun 30, 2025factPlan annual report
← Intermountain Retail Store Employees Pension PlanPlanInvestment adviser
Sep 1, 2022 to Aug 31, 2023factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:009f7901-07ff-4143-89f0-5f8e6705660a
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.