Rvk, Inc.
Registered investment adviser · Portland, OR · CRD #18005
Form ADV data as of 2026-09-01Regulatory assets
$827.9 million
Total accounts
35
Employees
127
Disclosure events
1
Firm details
- Website: https://www.linkedin.com/company/rvk
- Telephone: 503-221-4200
- SEC file number: 801-27679
- Most recent Form ADV filing: 2026-06-05
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 1 disclosure question answered Yes, covering 1 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- Currently subject to a civil proceeding that could result in a disclosure under 11.H.(1)
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $0 |
| Non-discretionary regulatory assets under management | $827.9 million |
| Total regulatory assets under management | $827.9 million |
| Discretionary accounts | 0 |
| Non-discretionary accounts | 35 |
| Total accounts | 35 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 127 |
| Employees performing investment advisory functions (including research) | 111 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 0 |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| High net worth individuals | 7 | $59.3 million |
| Banking or thrift institutions | 1 | Not reported |
| Pension and profit sharing plans (not the participants or government plans) | 72 | $289.6 million |
| Charitable organizations | 26 | $265.7 million |
| State or municipal government entities (including government pension plans) | 56 | $11.3 million |
| Insurance companies | 13 | $48.0 million |
| Sovereign wealth funds and foreign official institutions | 11 | $154.0 million |
| Corporations or other businesses not listed above | 19 | Not reported |