DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Rvk, Inc.
Legal name R.V. Kuhns & Associates, Inc.
Latest filing Jun 5, 2026
First filing on the tape Mar 29, 2012 · 60 filings
SEC status approved since Aug 15, 1986
RAUM
$828M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
7.2%
$59.3M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
127
111 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
60 filings and snapshots on the tape
RAUM$828M as of Jun 5, 2026
Mar 28, 2020$112M then
HNW client RAUM$59.3M as of Jun 5, 2026
Mar 21, 2018$0 then
State-registered IARs (5.B.3)0 as of Jun 5, 2026
Mar 29, 20120 then
Employees (5.A)127 as of Jun 5, 2026
Feb 21, 2013110 then
Private funds: no history
RAUM +8.0% over the last fiscal year-4.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 5, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $8.5MderivedHNW RAUM over HNW clients
- Average account
- $23.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 93%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- pension consulting, publications, educational seminars, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$290M35%
- Charitable organizations$266M32%
- Sovereign wealth funds$154M19%
- High-net-worth individuals$59.3M7.2%
- Insurance companies$48.0M5.8%
- State and municipal entities$11.3M1.4%
- Individual clients
- n/areported
- HNW clients
- 7reported
- Pension plan clients
- 72reported
- Charitable clients
- 26reported
- Accounts
- 35reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- fixed, hourlyreported
- Class basis
- private_client_share=0.07 fund_share=0.0 institutional_share=0.93 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Matthias Bauer · Senior Consultant/Director/Principalcontrolsince 04/2019 · owns less than 5%
- Randal John Borek · Chief Financial Officer/Principalcontrolsince 01/2016 · owns less than 5%
- Yeo Jordan Cipriani · Senior Consultant/Director/Principalcontrolsince 04/2024 · owns less than 5%
- Rebecca A Gratsinger · Ceo/Director/Principalcontrolsince 12/2008 · owns 25% to 50%
- Elena Megan Healey · Chief Compliance Officercontrolsince 08/2018 · owns less than 5%
- Lewis Spencer Hunter · Co-Coo/Co-President/Senior Consultant/Director/Principalcontrolsince 01/2019 · owns less than 5%
- Keith Anthony Johnson · Co-Coo/Co-President/Director Of Midwest Consulting/Principal/Directorcontrolsince 02/2008 · owns less than 5%
- Jeremy Miller · Senior Consultant/ Director/Principalcontrolsince 02/2013 · owns less than 5%
- Patrick Ryan Sullivan · Senior Consultant/Director/Principalcontrolsince 04/2021 · owns less than 5%
- Marcia Dene Pankey Beard · Senior Consultant/Principalsince 12/2008 · owns 10% to 25%
- Scott P Gratsinger · Chief Information Officer/Principalsince 10/2001 · owns 25% to 50%
- R Joshua Kevan · Senior Consultant/Principalsince 12/2008 · owns 5% to 10%
- K. Jonathan Kowolik · Senior Consultant/Principalsince 01/2010 · owns 5% to 10%
- Michael Joseph Ledgerwood · Dir. Of Inv. Mgr. Research/Principalsince 01/2019 · owns less than 5%
- James Michael Voytko · Director Of Research/Senior Consultant/Principalsince 07/2012 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- New York, NY9 employees
- Boise, ID5 employees
- Chicago, IL4 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Jun 5, 2026discretionary share of RAUM of 0% against a peer median of 100% (71 comparable advisers, 0.0th percentile, 33.7 robust deviations)peers: institutional managers, $500M to $1B (71) · 0.0% percentile
What changed
consecutive filings, newest first
- Accounts · 32 to 35Oct 7, 2025 to Mar 18, 2026
- Advisory employees · 122 to 111Oct 7, 2025 to Mar 18, 2026
- Charity clients · 24 to 26Oct 7, 2025 to Mar 18, 2026
- Corporate clients · 22 to 19Oct 7, 2025 to Mar 18, 2026
- Pension plan clients · 73 to 72Oct 7, 2025 to Mar 18, 2026
- Employees · 143 to 127Oct 7, 2025 to Mar 18, 2026
- HNW RAUM · $49.3M to $59.3MOct 7, 2025 to Mar 18, 2026
- Non-discretionary RAUM · $766M to $828MOct 7, 2025 to Mar 18, 2026
- Pension RAUM · $297M to $290MOct 7, 2025 to Mar 18, 2026
- RAUM · $766M to $828MOct 7, 2025 to Mar 18, 2026
- Financial planning clients · 0 to 0Aug 28, 2025 to Oct 7, 2025
- Accounts · 34 to 32Jan 15, 2025 to Mar 20, 2025
- Advisory employees · 114 to 122Jan 15, 2025 to Mar 20, 2025
- Charity clients · 26 to 24Jan 15, 2025 to Mar 20, 2025
- HNW clients · 8 to 7Jan 15, 2025 to Mar 20, 2025
- Pension plan clients · 75 to 73Jan 15, 2025 to Mar 20, 2025
- Employees · 137 to 143Jan 15, 2025 to Mar 20, 2025
- HNW RAUM · $45.7M to $49.3MJan 15, 2025 to Mar 20, 2025
- Non-discretionary RAUM · $1.1B to $766MJan 15, 2025 to Mar 20, 2025
- Pension RAUM · $114M to $297MJan 15, 2025 to Mar 20, 2025
- RAUM · $1.1B to $766MJan 15, 2025 to Mar 20, 2025
- Accounts · 37 to 34Feb 29, 2024 to Mar 20, 2024
- Charity clients · 24 to 26Feb 29, 2024 to Mar 20, 2024
- Corporate clients · 19 to 22Feb 29, 2024 to Mar 20, 2024
- HNW clients · 7 to 8Feb 29, 2024 to Mar 20, 2024
- Pension plan clients · 72 to 75Feb 29, 2024 to Mar 20, 2024
- Employees · 135 to 137Feb 29, 2024 to Mar 20, 2024
- HNW RAUM · $38.0M to $45.7MFeb 29, 2024 to Mar 20, 2024
- Non-discretionary RAUM · $957M to $1.1BFeb 29, 2024 to Mar 20, 2024
- Pension RAUM · $125M to $114MFeb 29, 2024 to Mar 20, 2024
- RAUM · $957M to $1.1BFeb 29, 2024 to Mar 20, 2024
- Accounts · 22 to 37Jan 10, 2023 to Mar 28, 2023
- Advisory employees · 108 to 114Jan 10, 2023 to Mar 28, 2023
- Charity clients · 36 to 24Jan 10, 2023 to Mar 28, 2023
- Corporate clients · 15 to 19Jan 10, 2023 to Mar 28, 2023
- Pension plan clients · 78 to 72Jan 10, 2023 to Mar 28, 2023
- Employees · 120 to 135Jan 10, 2023 to Mar 28, 2023
- HNW RAUM · $43.8M to $38.0MJan 10, 2023 to Mar 28, 2023
- Non-discretionary RAUM · $1.3B to $957MJan 10, 2023 to Mar 28, 2023
- Pension RAUM · $171M to $125MJan 10, 2023 to Mar 28, 2023
Signals
12 dated events
- Rvk, Inc. reported RAUM $766.4M, down 31% from $1.1B (2025-01-15 to 2025-03-20)Mar 20, 2025 · RAUM change · derived
- Yeo Jordan Cipriani (Senior Consultant/Director/Principal) appeared on Schedule A of Rvk, Inc.Jun 5, 2024 · Control person joined · fact
- Rvk, Inc. reported RAUM $956.8M, down 27% from $1.3B (2023-01-10 to 2023-03-28)Mar 28, 2023 · RAUM change · derived
- Rvk, Inc. reported 3 offices beyond its principal office, down from 12 (2022-05-05 to 2022-08-10)Aug 10, 2022 · Office count change · derived
- Rvk, Inc. reported RAUM $1.3B, up 58% from $828.3M (2022-01-12 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Rvk, Inc. reported 10 offices beyond its principal office, up from 3 (2022-01-12 to 2022-03-30)Mar 30, 2022 · Office count change · derived
- Patrick Ryan Sullivan (Senior Consultant/Director/Principal) appeared on Schedule A of Rvk, Inc.Jan 12, 2022 · Control person joined · fact
- Rvk, Inc. reported RAUM $828.3M, up 643% from $111.5M (2021-03-12 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- 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)Feb 5, 2021 · Control person left · inference
- Matthias Bauer (Senior Consultant/Director/Principal) appeared on Schedule A of Rvk, Inc.Mar 28, 2020 · Control person joined · fact
- Lewis Spencer Hunter (Senior Consultant/Director/Principal) appeared on Schedule A of Rvk, Inc.Feb 6, 2019 · Control person joined · fact
- 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)Feb 6, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/RVKreportedpublic record, Form ADV, Sep 17, 2026
- Website
- RVKINC.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 503-221-4200reportedpublic record, Form ADV, Jun 5, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026