RVK, INC.

RIASEC RegisteredEst. 1986
Total AUM
$828M
Discretionary
$0
0% of AUM
Avg account
$23.7M
Accounts
35
Employees
127
Advisory reps
11

Firm details

Headquarters
PORTLAND, Oregon
CRD number
18005
Registered since
August 15, 1986
Custodians
U.S. BANK, N.A., MIDWEST INSTITUTIONAL TRUST COMPANY, CHARLES SCHWAB & CO., INC., U.S. BANK, N.A., U.S. BANK, N.A.
Fee structure
Hourly Charges, Fixed Fees, Other
Client types
  • Pension & Profit Sharing Plans34.98%
  • Charitable Organizations32.09%
  • Sovereign Wealth Funds18.6%
  • HNWI7.16%
  • Insurance Companies5.8%
Services
Pension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

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Overview

Rvk, Inc. is a corporation that provides advisory and consulting services to both individual/family clients and institutional sponsors. The firm has been SEC-registered since 1986 and positions itself more as a consultant/advisor than an active capital allocator: engagements appear largely non-discretionary and fee arrangements include hourly and fixed-fee structures. Advisory activities listed in regulatory filings emphasize pension consulting, investor education (seminars/workshops), and published newsletters, and the firm identifies as an active ESG investor. Rvk’s business model leans toward consultative relationships rather than delegated portfolio management. That is consistent with the firm’s fee mix and the fact that reported assets are non-discretionary. The adviser also lists educational and publication services, which suggests a role that combines fiduciary advice, policy/plan consulting, and thought leadership for retirement plan sponsors and high-net-worth clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 88%, Cash & Cash Equivalents 8%, US Government Bonds 2%, Investment Grade Corp Bonds 2%88%
  • Public Funds/Mutual Funds88%
  • Cash & Cash Equivalents8%
  • US Government Bonds2%
  • Investment Grade Corp Bonds2%

Owners & executives

3 of 3
  • JOHN BOREK

    Principal and Chief Financial OfficerCRD 6609895

  • JOSHUA KEVAN

    CEOCRD 5643658

  • Megan Healey

    Chief Compliance OfficerCRD 7013375

Contacts

3 of 8
  • MATTHIAS BAUER

    Principal & Senior ConsultantCRD 7243114

  • JORDAN CIPRIANI

    DirectorCRD 5683402

  • ANTHONY JOHNSON

    Co-PresidentCRD 6270080

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
222 SW Columbia St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth