Firm profile

RVK, INC.

PORTLAND, ORCRD 18005Latest ADV March 18, 2026

Rvk, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, OR. Its latest Form ADV filing, dated March 18, 2026, reports $828M in regulatory assets under management, 127 employees, 3 offices, and 35 accounts.

Assets Under Management
$828M
Employees
127
Offices
3 offices
Total Clients
205
Primary office
PORTLAND, OR
222 SW COLUMBIA STREET, SUITE 600, PORTLAND, OR, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOJoshua R. Kevan
CCOMegan E. Healey
CFOJohn R. Borek

Advisory services offered

4 types reported
Educational seminars/workshops
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Fixed fees
Hourly charges
Other fee arrangements
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentPension Plans represent 35.1% of total clients.
Top client categories% of clientsClients
1
Pension Plans
35.1%
72
2
Government
27.3%
56
3
Charitable
12.7%
26
4
Corporations
9.3%
19
5
Insurance Cos.
6.3%
13

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$828Mas of March 18, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$828M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$828M
Total Accounts35
10Y AUM Change+$828M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees127
Clients per Employee2:1
10Y Employee Change+24 (+23.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.