RVK, INC.
Firm details
- Headquarters
- PORTLAND, Oregon
- CRD number
- 18005
- Registered since
- August 15, 1986
- Website
- www.rvkinc.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Cash & Cash Equivalents8%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
3 of 3JOHN BOREK
Principal and Chief Financial OfficerCRD 6609895
JOSHUA KEVAN
CEOCRD 5643658
Megan Healey
Chief Compliance OfficerCRD 7013375
Contacts
3 of 8MATTHIAS BAUER
Principal & Senior ConsultantCRD 7243114
JORDAN CIPRIANI
DirectorCRD 5683402
ANTHONY JOHNSON
Co-PresidentCRD 6270080
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
- 222 SW Columbia St
- Time zone
- PT (UTC-8)
- Office locations
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