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Fidelon

Rvk is a investment adviser based in Portland, OR, that holds a 81.4/100 Fidelon TransparencyScore (th percentile), with 111 registered advisors. Score based on public SEC and FINRA filings.

81.4Transparency Score
Top48%

Rvk

A registered investment adviser held to a fiduciary standard.

222 SW Columbia Street, Suite 600, Portland, OR, 97201
503-221-4200Website
Investment AdviserFiduciary
Prep Kit

Fidelon Fact Sheet

RVK, Inc. used to be called R.V. Kuhns & Associates, Inc. It is an investment adviser in Portland, Oregon. The firm manages investment portfolios and gives asset allocation advice. It works mainly with large institutions. It charges fixed fees and does not earn commissions. The firm has regulatory actions on file, most recently in 2024.

81.4StrongTop 48% of scored firms
How they're paidNo advisory commissions. Other business lines not on file.
fixed · hourly fees
Duty to youLegally required to put your interests first.
Registered adviser · fiduciary
Assets under managementAcross 35 client accounts.
$827.9M
Firm size
111 advisors
Who holds your moneyThe firm reports it does not hold client funds.
No custody reported
Regulatory recordFull record in Regulatory Track Record below.
1 disclosure · last action 2024
Based on live filings from SEC Form ADV and FINRA BrokerCheck. Scored using Fidelon's published methodology. Data as of Jun 2026

Peer Context

Compare Rvk to other firms in OR →Find more financial advisors in Oregon →

Key Findings

Strengths

  • Fee-only compensation — no commission income reported
  • Registered as investment adviser with fiduciary obligation
  • No broker-dealer registration — advisory services only
  • Transparent fee structure — charges advisory fees, no commissions
  • Above-average TransparencyScore — 81.4/100

Things You Should Know

  • 1 regulatory complaint in public regulatory filings

Conflict Audit

Conflict AuditCaution

Our analysis identified 1 potential conflict of interest in regulatory filings.

✓
Not registered as broker-dealer
✓
No commission-based compensation
⚠
Receives compensation from sources other than client fees
✓
No related-party custodian
✓
No performance-based fees
✓
No other business lines disclosed

Source: Form ADV Part 1, Items 6-8; Part 2A, Items 10-14

What this firm says about how it gets paid

“If a client chooses to pay a fee based on a specified percentage of their assets that we consult to, a potential conflict of interest that could arise is that the more assets there are in your advisory account, the more a retail investor will pay in fees, and as the adviser, we would have an incentive to encourage you to increase the assets in your account.”

Source: the firm’s own Form CRS, filed 2025-03-20 — quoted directly

Regulatory Events

Next Steps

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Meeting Prep Kit for Rvk

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✓Fee structure breakdown
✓Conflict of interest analysis
✓Regulatory track record
✓Fiduciary status check
✓Personalized questions to ask
✓How they compare locally

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Frequently Asked Questions

What does the TransparencyScore measure?

The TransparencyScore measures how clearly and completely an advisor or firm discloses important information in their regulatory filings — things like fees, conflicts of interest, disciplinary history, and business practices. A higher score means better disclosure quality, not better investment performance.

Where does this data come from?

All data comes from public regulatory filings: SEC Form ADV (Parts 1, 2, and 3), FINRA BrokerCheck, and the SEC's Investment Adviser Public Disclosure (IAPD) database. These are official filings that firms and advisors are legally required to submit.

Does a low score mean they're a bad advisor?

Not necessarily. A low score means the firm's public filings are less transparent — they may use vague language about fees, skip details about conflicts, or have a more complex regulatory history. Some excellent advisors work at firms with poor disclosure practices. The score measures the filing, not the person.

How often is this data updated?

Fidelon refreshes data from SEC and FINRA sources on a regular schedule. Form ADV filings are updated annually by firms (with amendments throughout the year), and BrokerCheck data is updated as events are reported. Scores are recalculated after each data refresh.

Can an advisor or firm improve their score?

Yes. Scores are based on what's in public filings. A firm that rewrites its ADV brochure in clearer language, discloses conflicts more specifically, or resolves outstanding regulatory issues will see its score improve at the next refresh. The incentive structure is intentional.

Data Sources

SEC Form ADV Part 1 — Filed Jun 2026SEC Form ADV Part 2ASEC IAPDFINRA BrokerCheck

Scores are generated using Fidelon's published scoring methodology and reflect the quality of public disclosures, not the quality of investment advice. A firm that improves its disclosures will see its score improve. Fidelon does not provide investment advice.

Verify on SEC IAPD

Last scored: · Score version: 3.8 · CRD #18005