Ravensview Capital Management, LLC
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 286242
- Website
- ravensviewcapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI74.67%
- Charitable Organizations21.06%
- Individuals4.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ravensview Capital Management, LLC is an independent, privately owned registered investment adviser that serves both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, and supplements advisory services with investor education such as workshops, periodical publications, and newsletters. Its fee arrangements include asset-based fees and hourly billing. Ravensview does not identify as an ESG-focused manager and is not designated as a multi-state or pension consultant adviser in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities43%
- Non-Exchange Traded Equities23%
- Investment Grade Corp Bonds11%
- Non-Investment Grade Corp Bonds9%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1
Gavin Morton
Chief Compliance OfficerCRD 8287537
Contacts
2 of 2Heather Eberhardt
OwnerCRD 6779305

Joseph Eberhardt
Managing MemberCRD 2395994
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, OR
Multnomah
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Multnomah
- Address
- 1942 Nw Kearney St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Gabriel Capital, LLC
RIAPortland, OR
Burgess Financial Planning
RIAPortland, OR
Interactive Wealth Advisors
RIAPortland, OR
Fairchild Capital LLC
RIAPortland, OR
Xena Financial Planning, LLC
RIAPortland, OR
Tenbridge Partners LLC
RIAPortland, OR