SourcingSourcing

R.V. KUHNS & ASSOCIATES, INC.

C20
CRD 18005·SEC 801-27679·PORTLAND, OR
AUM
$827.9M
$500M-$1B
Est. Revenue
$8.3M
@ 1% on AUM
Est. EBITDA
$2.5M
@ 30% margin
Est. Deal Value
$19.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
R.V. KUHNS & ASSOCIATES, INC.
CRD
18005
SEC file #
801-27679
EIN
—
DBA names
Rvk, Inc.

Economics

AUM
$827.9M
AUM band
$500M-$1B
AUM trajectory
'21'26
$111.5M → $827.9M▲ +642%
Client mix
Pension Profit Sharing Plans72
State Or Municipal Govt56
Charitable Organizations26
Corporations19
Insurance Companies13

Operations

Employees (total)
127
Advisory staff (per ADV)
111
Advisory staff (5-yr trend)
'20'26
94 advisors → 111 advisors▲ +18%
Primary office
PORTLAND OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Pension consultingPublication of periodicalsEducational Seminars WorkshopsOther Advisory Services
Fee basis
Hourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
linkedin.com/company/rvk(social)

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GRATSINGER, REBECCA A
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
14
Control Persons
GRATSINGER, REBECCA A
GRATSINGER, SCOTT P
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
19
Form 5500 Total Compensation
1,275,805
Form 5500 Compensation Trajectory 3y
20251,275,805
Form 5500 Plan Count Trajectory 3y
202519
Schedule C Total Compensation
1,275,805
Schedule C Service Provider Rows
19

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.283
Soi Zip Pct 200k Plus
0.1309
Soi Zip Returns 200k Plus
1,170
Soi Zip Total AGI
1,251,642
Fdic Zip Total Deposits
55,288,743,000
Fdic Zip Branch Count
302
Fdic Zip Top Banks
Wells Fargo Bank, National Association
U.S. Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
U.s. Bank3
Fdic Zip Branches Raw
Bank of America OregonPortland, OR
First Interstate Bank of Oregon, National AssociationPortland, OR
Fdic Zip HHI
7295.51
Fdic Zip Top Bank Share Pct
85.21
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI29,462
Returns2,380
Stub 2
AGI75,128
Returns2,040
Stub 3
AGI76,618
Returns1,240
Soi Zip Total Business Income
45,426
Soi Zip Total Cap Gains
214,677
Soi Zip Total Dividends
77,281
Soi Zip Total Returns
8,940
Trust Company Affiliate
No

People (10)

10
KEVAN, JOSHUA, R
Direct Owner · 7.5%
5643658
KOWOLIK, JONATHAN, K.
Direct Owner · 7.5%
5786095
BAUER, MATTHIAS
Executive Officer · 2.5%
7243114
BOREK, JOHN, RANDAL
Executive Officer · 2.5%
6609895
CIPRIANI, JORDAN, YEO
Executive Officer · 2.5%
5683402
Healey, Megan, Elena
Executive Officer · 2.5%
7013375
Hunter, Spencer, Lewis
Executive Officer · 2.5%
7072010
JOHNSON, ANTHONY, KEITH
Executive Officer · 2.5%
6270080
MILLER, JEREMY
Executive Officer · 2.5%
6322450
Sullivan, Ryan, Patrick
Executive Officer · 2.5%
7492670