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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 100m 1b

RVK, INC.

R.V. KUHNS & ASSOCIATES, INC., CRD 18005

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3d63a875-7063-e054-46c0-a5f61152610d

Data as of Jun 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 12
On other graphs: 1
Observed: Mar 29, 2012 to Jun 5, 2026
60 observations

Across DFX

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

Allocatorsidentity

RVK, Inc.

Investment consultant · shared crd

Facts

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

Firm class: institutional managerderivedprivate_client_share=0.07 fund_share=0.0 institutional_share=0.93 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $828MItem 5.F on the latest filing (2026-06-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $59.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 7%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 127
Advisory employees: 111
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 35
High net worth clients: 7
SEC number: 801-27679
CRD: 18005
Filings on the tape: 60
First filed: Mar 29, 2012
Latest filed: Jun 5, 2026
Organised: Corporation, OR

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BAUER, MATTHIAS	SENIOR CONSULTANT/DIRECTOR/PRINCIPAL	Na	yes	04/2019	Mar 28, 2020	Oct 23, 2024
BOREK, JOHN, RANDAL	CHIEF FINANCIAL OFFICER/PRINCIPAL	Na	yes	01/2016	Feb 1, 2016	Oct 23, 2024
CIPRIANI, JORDAN, YEO	SENIOR CONSULTANT/DIRECTOR/PRINCIPAL	Na	yes	04/2024	Jun 5, 2024	Oct 23, 2024
GRATSINGER, REBECCA A	CEO/DIRECTOR/PRINCIPAL	C	yes	12/2008	Mar 29, 2012	Oct 23, 2024
Healey, Megan, Elena	CHIEF COMPLIANCE OFFICER	Na	yes	08/2018	Sep 6, 2018	Oct 23, 2024
Hunter, Spencer, Lewis	CO-COO/CO-PRESIDENT/SENIOR CONSULTANT/DIRECTOR/PRINCIPAL	Na	yes	01/2019	Feb 6, 2019	Oct 23, 2024
JOHNSON, ANTHONY, KEITH	CO-COO/CO-PRESIDENT/DIRECTOR OF MIDWEST CONSULTING/PRINCIPAL/DIRECTOR	Na	yes	02/2008	Nov 11, 2013	Oct 23, 2024
MILLER, JEREMY	SENIOR CONSULTANT/ DIRECTOR/PRINCIPAL	Na	yes	02/2013	Apr 9, 2014	Oct 23, 2024
Sullivan, Ryan, Patrick	SENIOR CONSULTANT/DIRECTOR/PRINCIPAL	Na	yes	04/2021	Jan 12, 2022	Oct 23, 2024
BEARD, MARCIA DENE PANKEY	SENIOR CONSULTANT/PRINCIPAL	B	no	12/2008	Mar 29, 2012	Oct 23, 2024
GRATSINGER, SCOTT P	CHIEF INFORMATION OFFICER/PRINCIPAL	C	no	10/2001	Mar 29, 2012	Oct 23, 2024
KEVAN, JOSHUA, R	SENIOR CONSULTANT/PRINCIPAL	A	no	12/2008	Mar 29, 2012	Oct 23, 2024
KOWOLIK, JONATHAN, K.	SENIOR CONSULTANT/PRINCIPAL	A	no	01/2010	Mar 29, 2012	Oct 23, 2024
LEDGERWOOD, JOSEPH, MICHAEL	DIR. OF INV. MGR. RESEARCH/PRINCIPAL	Na	no	01/2019	Feb 6, 2019	Oct 23, 2024
VOYTKO, JAMES MICHAEL	DIRECTOR OF RESEARCH/SENIOR CONSULTANT/PRINCIPAL	B	no	07/2012	Mar 29, 2012	Oct 23, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	9	no
Boise	Id	United States	5	no
Chicago	IL	United States	4	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$828M	$0	127	111	3	n/a	n/a
2024	Mar 20, 2025	$766M	$0	143	122	3	n/a	n/a
2023	Mar 20, 2024	$1.1B	$0	137	114	3	n/a	n/a
2022	Mar 28, 2023	$957M	$0	135	114	3	n/a	n/a
2021	Mar 30, 2022	$1.3B	$0	120	108	10	n/a	n/a
2020	Mar 31, 2021	$828M	$0	117	93	3	n/a	n/a
2019	Mar 28, 2020	$112M	$0	109	95	3	n/a	n/a
2018	Feb 6, 2019	n/a	n/a	107	94	3	n/a	n/a
2017	Mar 21, 2018	n/a	n/a	107	93	3	n/a	n/a
2016	Mar 31, 2017	n/a	n/a	103	61	n/a	n/a	n/a
2015	Mar 30, 2016	n/a	n/a	122	68	n/a	n/a	n/a
2014	May 19, 2015	n/a	n/a	115	45	n/a	n/a	n/a
2013	Apr 9, 2014	n/a	n/a	110	48	n/a	n/a	n/a
2012	Feb 21, 2013	n/a	n/a	110	42	n/a	n/a	n/a
2011	Mar 29, 2012	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$828M	$766M	8.0%	$957M	-4.7%	127	143	3	3

Relationships

Owns (6)

← LEDGERWOOD, JOSEPH, MICHAELOwnerDIR. OF INV. MGR. RESEARCH/PRINCIPAL, ownership code NA, individual
Feb 6, 2019 to Oct 23, 2024factForm ADV
← KEVAN, JOSHUA, ROwnerSENIOR CONSULTANT/PRINCIPAL, ownership code A, individual
Mar 29, 2012 to Oct 23, 2024factForm ADV
← KOWOLIK, JONATHAN, K.OwnerSENIOR CONSULTANT/PRINCIPAL, ownership code A, individual
Mar 29, 2012 to Oct 23, 2024factForm ADV
← BEARD, MARCIA DENE PANKEYOwnerSENIOR CONSULTANT/PRINCIPAL, ownership code B, individual
Mar 29, 2012 to Oct 23, 2024factForm ADV
← GRATSINGER, SCOTT POwnerCHIEF INFORMATION OFFICER/PRINCIPAL, ownership code C, individual
Mar 29, 2012 to Oct 23, 2024factForm ADV
← VOYTKO, JAMES MICHAELOwnerDIRECTOR OF RESEARCH/SENIOR CONSULTANT/PRINCIPAL, ownership code B, individual
Mar 29, 2012 to Oct 23, 2024factForm ADV

Controls (9)

← CIPRIANI, JORDAN, YEOOwnerSENIOR CONSULTANT/DIRECTOR/PRINCIPAL, ownership code NA, individual
Jun 5, 2024 to Oct 23, 2024factForm ADV
← JOHNSON, ANTHONY, KEITHOwnerCO-COO/CO-PRESIDENT/DIRECTOR OF MIDWEST CONSULTING/PRINCIPAL/DIRECTOR, ownership code NA, individual
Nov 11, 2013 to Oct 23, 2024factForm ADV
← MILLER, JEREMYOwnerSENIOR CONSULTANT/ DIRECTOR/PRINCIPAL, ownership code NA, individual
Apr 9, 2014 to Oct 23, 2024factForm ADV
← BOREK, JOHN, RANDALOwnerCHIEF FINANCIAL OFFICER/PRINCIPAL, ownership code NA, individual
Feb 1, 2016 to Oct 23, 2024factForm ADV
← Healey, Megan, ElenaOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 6, 2018 to Oct 23, 2024factForm ADV
← Hunter, Spencer, LewisOwnerCO-COO/CO-PRESIDENT/SENIOR CONSULTANT/DIRECTOR/PRINCIPAL, ownership code NA, individual
Feb 6, 2019 to Oct 23, 2024factForm ADV
← BAUER, MATTHIASOwnerSENIOR CONSULTANT/DIRECTOR/PRINCIPAL, ownership code NA, individual
Mar 28, 2020 to Oct 23, 2024factForm ADV
← Sullivan, Ryan, PatrickOwnerSENIOR CONSULTANT/DIRECTOR/PRINCIPAL, ownership code NA, individual
Jan 12, 2022 to Oct 23, 2024factForm ADV
← GRATSINGER, REBECCA AOwnerCEO/DIRECTOR/PRINCIPAL, ownership code C, individual
Mar 29, 2012 to Oct 23, 2024factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 20, 2025
Regulatory AUM changed
Rvk, Inc. reported RAUM $766.4M, down 31% from $1.1B (2025-01-15 to 2025-03-20)
Form ADVobserved 4 days ago
$-349M
Occurred
Jun 5, 2024
Control person joined
Yeo Jordan Cipriani (Senior Consultant/Director/Principal) appeared on Schedule A of Rvk, Inc.
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Regulatory AUM changed
Rvk, Inc. reported RAUM $956.8M, down 27% from $1.3B (2023-01-10 to 2023-03-28)
Form ADVobserved 4 days ago
$-356M
Occurred
Mar 30, 2022
Regulatory AUM changed
Rvk, Inc. reported RAUM $1.3B, up 58% from $828.3M (2022-01-12 to 2022-03-30)
Form ADVobserved 4 days ago
$485M
Occurred
Jan 12, 2022
Control person joined
Patrick Ryan Sullivan (Senior Consultant/Director/Principal) appeared on Schedule A of Rvk, Inc.
Form ADVobserved 4 days ago
Occurred
Mar 31, 2021
Regulatory AUM changed
Rvk, Inc. reported RAUM $828.3M, up 643% from $111.5M (2021-03-12 to 2021-03-31)
Form ADVobserved 4 days ago
$717M
Occurred
Feb 5, 2021
Control person left
Amy Hsiang-Wei (Dir. Of Fixed Income/ Director/Principal) no longer on Schedule A of Rvk, Inc. (listed 2020-12-10, absent 2021-02-05)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2020
Control person joined
Matthias Bauer (Senior Consultant/Director/Principal) appeared on Schedule A of Rvk, Inc.
Form ADVobserved 4 days ago
Occurred
Feb 6, 2019
Control person left
C. Sean Ealy (Dir. Of Inv. Mgr Research/ Director/ Principal) no longer on Schedule A of Rvk, Inc. (listed 2018-09-06, absent 2019-02-06)
Form ADVobserved 4 days ago
Occurred
Feb 6, 2019
Control person joined
Lewis Spencer Hunter (Senior Consultant/Director/Principal) appeared on Schedule A of Rvk, Inc.
Form ADVobserved 4 days ago

Show 2 bookkeeping events

Occurred
Aug 10, 2022
Rvk, Inc. reported 3 offices beyond its principal office, down from 12 (2022-05-05 to 2022-08-10)
Occurred
Mar 30, 2022
Rvk, Inc. reported 10 offices beyond its principal office, up from 3 (2022-01-12 to 2022-03-30)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3d63a875-7063-e054-46c0-a5f61152610d
First observed: Mar 29, 2012
Last observed: Jun 5, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.

RVK, INC.

R.V. KUHNS & ASSOCIATES, INC., CRD 18005

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3d63a875-7063-e054-46c0-a5f61152610d

Data as of Jun 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:56 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAUER, MATTHIAS

SENIOR CONSULTANT/DIRECTOR/PRINCIPAL

yes

04/2019

Mar 28, 2020

Oct 23, 2024

BOREK, JOHN, RANDAL

CHIEF FINANCIAL OFFICER/PRINCIPAL

yes

01/2016

Feb 1, 2016

Oct 23, 2024

CIPRIANI, JORDAN, YEO

SENIOR CONSULTANT/DIRECTOR/PRINCIPAL

yes

04/2024

Jun 5, 2024

Oct 23, 2024

GRATSINGER, REBECCA A

CEO/DIRECTOR/PRINCIPAL

yes

12/2008

Mar 29, 2012

Oct 23, 2024

Healey, Megan, Elena

CHIEF COMPLIANCE OFFICER

yes

08/2018

Sep 6, 2018

Oct 23, 2024

Hunter, Spencer, Lewis

CO-COO/CO-PRESIDENT/SENIOR CONSULTANT/DIRECTOR/PRINCIPAL

yes

01/2019

Feb 6, 2019

Oct 23, 2024

JOHNSON, ANTHONY, KEITH

CO-COO/CO-PRESIDENT/DIRECTOR OF MIDWEST CONSULTING/PRINCIPAL/DIRECTOR

yes

02/2008

Nov 11, 2013

Oct 23, 2024

MILLER, JEREMY

SENIOR CONSULTANT/ DIRECTOR/PRINCIPAL

yes

02/2013

Apr 9, 2014

Oct 23, 2024

Sullivan, Ryan, Patrick

SENIOR CONSULTANT/DIRECTOR/PRINCIPAL

yes

04/2021

Jan 12, 2022

Oct 23, 2024

BEARD, MARCIA DENE PANKEY

SENIOR CONSULTANT/PRINCIPAL

12/2008

Mar 29, 2012

Oct 23, 2024

GRATSINGER, SCOTT P

CHIEF INFORMATION OFFICER/PRINCIPAL

10/2001

Mar 29, 2012

Oct 23, 2024

KEVAN, JOSHUA, R

SENIOR CONSULTANT/PRINCIPAL

12/2008

Mar 29, 2012

Oct 23, 2024

KOWOLIK, JONATHAN, K.

SENIOR CONSULTANT/PRINCIPAL

01/2010

Mar 29, 2012

Oct 23, 2024

LEDGERWOOD, JOSEPH, MICHAEL

DIR. OF INV. MGR. RESEARCH/PRINCIPAL

01/2019

Feb 6, 2019

Oct 23, 2024

VOYTKO, JAMES MICHAEL

DIRECTOR OF RESEARCH/SENIOR CONSULTANT/PRINCIPAL

07/2012

Mar 29, 2012

Oct 23, 2024

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Boise

United States

Chicago

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$828M

127

111

n/a

2024

Mar 20, 2025

$766M

143

122

n/a

2023

Mar 20, 2024

$1.1B

137

114

n/a

2022

Mar 28, 2023

$957M

135

114

n/a

2021

Mar 30, 2022

$1.3B

120

108

n/a

2020

Mar 31, 2021

$828M

117

n/a

2019

Mar 28, 2020

$112M

109

n/a

2018

Feb 6, 2019

n/a

107

n/a

2017

Mar 21, 2018

n/a

107

n/a

2016

Mar 31, 2017

n/a

103

n/a

2015

Mar 30, 2016

n/a

122

n/a

2014

May 19, 2015

n/a

115

n/a

2013

Apr 9, 2014

n/a

110

n/a

2012

Feb 21, 2013

n/a

110

n/a

2011

Mar 29, 2012

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$828M

$766M

8.0%

$957M

-4.7%

127

143