Rvk, Inc.

RIASEC RegisteredEst. 1986

Total AUM

$828M

Discretionary

0% of AUM

Avg account

$23.7M

Accounts

Employees

127

Advisory reps

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

FINTRX

Overview

Rvk, Inc. is a corporate investment advisory and consulting firm that has been SEC-registered since 1986. It serves both individual & family clients and institutional clients, with a business model oriented toward advisory and consulting work rather than discretionary portfolio management. The firm provides pension consulting services and offers educational outreach through publications and workshops. Its fee arrangements include hourly and fixed-fee engagements as well as other non-standard fee arrangements. Rvk, Inc. identifies as an active ESG investor, suggesting environmental, social, and governance factors are part of its investment screening or selection process. The firm does not operate as a multi-state adviser or capital allocator and emphasizes consultative work for pensions and similar institutional relationships.