RVK, INC.
Latest filing: Mar 20, 2025 (89 days ago)
AUM
$766,447,423
-31% change vs. 1 year ago
-42% change vs. 3 years ago
587% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
143
4% change vs. 1 year ago
19% change vs. 3 years ago
31% change vs. 5 years ago
30% change vs. 10 years ago
Main Office
PORTLAND, OR
222 SW COLUMBIA STREET, SUITE 600, PORTLAND, OR, UNITED STATES, 97201
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.8 |
| Total | $0.8 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.7 |
| Total | $0.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 7 | $0.0 |
| Average HNW AUM | $7,049,748 | |
| Retail Total | 7 | $0.0 |
| Average Retail AUM | $7,049,748 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| THE NORTHERN TRUST COMPANY, INC. | CHICAGO-IL-USA | $0.6 |
| MIDWEST INSTITUTIONAL TRUST COMPANY | WAUWATOSA-WI-USA | $0.1 |
| U.S. BANK NATIONAL ASSOCIATION TRUST AND CUSTODY SERVICES | MINNEAPOLIS-MN-USA | $0.1 |
| U.S. BANK NATIONAL ASSOCIATION | PORTLAND-OR-USA | $0.1 |
| U.S BANK NATIONAL ASSOCIATION | BOISE-ID-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.8 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.7 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 2% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 3% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 88% | $0.7 |
| Other Pools | 0% | $0.0 |
| Cash | 7% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $0.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
14 active
| Name | Title |
|---|---|
| GRATSINGER, REBECCA A | CEO/DIRECTOR/PRINCIPAL |
| BEARD, MARCIA DENE PANKEY | SENIOR CONSULTANT/PRINCIPAL |
| GRATSINGER, SCOTT P | CHIEF INFORMATION OFFICER/PRINCIPAL |
| VOYTKO, JAMES MICHAEL | COO/PRESIDENT/DIRECTOR/PRINCIPAL |
| KEVAN, JOSHUA, R | SENIOR CONSULTANT/PRINCIPAL |
| KOWOLIK, JONATHAN, K. | SENIOR CONSULTANT/PRINCIPAL |
| JOHNSON, ANTHONY, KEITH | DIRECTOR OF MIDWEST CONSULTING/ PRINCIPAL/DIRECTOR |
| MILLER, JEREMY | SENIOR CONSULTANT/ DIRECTOR/PRINCIPAL |
| BOREK, JOHN, RANDAL | CHIEF FINANCIAL OFFICER/PRINCIPAL |
| HEALEY, MEGAN, ELENA | CHIEF COMPLIANCE OFFICER |
| LEDGERWOOD, JOSEPH, MICHAEL | DIR. OF INV. MGR. RESEARCH/PRINCIPAL |
| HUNTER, SPENCER, LEWIS | SENIOR CONSULTANT/DIRECTOR/PRINCIPAL |
| BAUER, MATTHIAS | SENIOR CONSULTANT/DIRECTOR/PRINCIPAL |
| SULLIVAN, RYAN, PATRICK | SENIOR CONSULTANT/DIRECTOR/PRINCIPAL |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.8 | $0.0 | 0% | 143 | 0 | 0% |
| 2025-04-21 | $0.8 | $0.0 | 0% | 143 | 0 | 0% |
| 2024-04-02 | $1.1 | -$0.3 | -31% | 137 | 6 | 4% |
| 2023-04-04 | $1.0 | -$0.2 | -20% | 135 | 8 | 6% |
| 2022-04-01 | $1.3 | -$0.5 | -42% | 120 | 23 | 19% |
| 2021-04-05 | $0.8 | -$0.1 | -7% | 117 | 26 | 22% |
| 2020-04-01 | $0.1 | $0.7 | 587% | 109 | 34 | 31% |
| 2019-04-01 | $0.0 | $0.0 | 0% | 107 | 36 | 34% |
| 2018-04-02 | $0.0 | $0.0 | 0% | 107 | 36 | 34% |
| 2017-04-01 | $0.0 | $0.0 | 0% | 103 | 40 | 39% |
| 2016-04-01 | $0.0 | $0.0 | 0% | 122 | 21 | 17% |
| 2015-04-01 | $0.0 | $0.0 | 0% | 110 | 33 | 30% |
| 2014-04-01 | $0.0 | $0.0 | 0% | 110 | 33 | 30% |
| 2013-04-01 | $0.0 | $0.0 | 0% | 110 | 33 | 30% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| OR, CA-03/28/2020, ID-01/25/2016, IL-06/27/2008, NM-03/31/2021, NY-01/25/2016, OH-03/20/2024, OR-01/15/2016, TX-03/30/2022, WA-03/28/2020 |
| ADVISER ACTIVITIES |
|
PENSION CONSULTING NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV