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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| RV Kuhns & Associates Inc
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|---|---|
| CRD # | 18005 |
| SEC # | 801-27679 |
| CIK # | |
| AUM | $766.4 M (2025-06-25) |
| Employees | 143 (85% Investors, 0% Brokers) |
| Phone | 503-221-4200 |
| Address | 222 SW Columbia Street, Suite 600 Portland, OR 97201 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 49.3 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 73 | 296.7 |
| (h) Charitable organizations | 24 | 102.6 |
| (i) State or municipal government entities | 52 | 12.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 14 | 43.8 |
| (l) Sovereign wealth funds and foreign official institutions | 9 | 144.2 |
| (m) Corporations or other businesses not listed above | 22 | 117.6 |
| (n) Other | 0 | 0.0 |
| Total | 32 | 766.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 32 | 766.4 |
| Total | 32 | 766.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 766.4 | |
| Total | 32 | 766.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TRPC Advisory Services Inc
✚
|
TN | 1.1 |
|
Investment Performance Services LLC
✚
|
GA | 0.7 |
|
Capvisor Associates LLC
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|
0.7 | |
|
Consequent Capital Management LLC
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|
GA | 0.6 |
|
Sherman Portfolios LLC
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|
ID | 0.6 |
|
Bridge Capital Advisors
✚
|
TX | 0.5 |
|
Investrust Consulting LLC
✚
|
OK | 0.5 |
|
Wheeler Retirement Plans LLC
✚
|
MN | 0.5 |
|
VERT Asset Management LLC
✚
|
CA | 0.4 |
|
Chatham Investment Advisors LLC
✚
|
PA | 0.4 |