Overview
Assets Under Management: $828 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 7
Average Client Assets: $8.5 million
Frequently Asked Questions
RVK, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #18005), RVK, INC. is subject to fiduciary duty under federal law.
RVK, INC. is headquartered in PORTLAND, OR.
RVK, INC. serves 7 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, RVK, INC. offers pension consulting services and educational seminars and workshops. View all service details ↓
RVK, INC. manages $828 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, RVK, INC. serves pension and profit-sharing plans. View client details ↓
Services Offered
Services: Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.16%
Average Client Assets: $8.5 million
Total Client Accounts: 35
Non-Discretionary Accounts: 35
Regulatory Filings
CRD Number: 18005
Filing ID: 2070339
Last Filing Date: 2026-03-18 12:06:02