|
⚲
|
| RV Kuhns & Associates Inc
✚
|
|
|---|---|
| CRD # | 18005 |
| SEC # | 801-27679 |
| CIK # | |
| AUM | $827.9 M (2026-06-05) |
| Employees | 127 (87% Investors, 0% Brokers) |
| Phone | 503-221-4200 |
| Address | 222 SW Columbia Street, Suite 600 Portland, OR 97201 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 59.3 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 72 | 289.6 |
| (h) Charitable organizations | 26 | 265.7 |
| (i) State or municipal government entities | 56 | 11.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 13 | 48.0 |
| (l) Sovereign wealth funds and foreign official institutions | 11 | 154.0 |
| (m) Corporations or other businesses not listed above | 19 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 35 | 827.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 35 | 827.9 |
| Total | 35 | 827.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 827.9 | |
| Total | 35 | 827.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hauser Retirement Solutions 2 LLC
✚
|
OH | 1.2 |
|
Daybright Advisory Services Inc
✚
|
FL | 1.0 |
|
Investment Performance Services LLC
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|
GA | 0.8 |
|
Bridge Capital Advisors
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|
TX | 0.7 |
|
First Financial Coaching Inc
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|
MI | 0.7 |
|
Capvisor Associates LLC
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|
0.6 | |
|
Investrust Consulting LLC
✚
|
OK | 0.6 |
|
Access Fiduciary Services LLC
✚
|
0.5 | |
|
VERT Asset Management LLC
✚
|
CA | 0.5 |
|
Golden Spark Insights Merchant Banking Group Inc
✚
|
VA | 0.4 |