R.V. Kuhns & Associates, Inc. (Portland)

Name: R.V. Kuhns & Associates, Inc.
Address: 1211 Sw 5 Th Avenue, Suite 900, Portland, OR, 97204
Telephone: 503-221-4200

R.V. Kuhns & Associates, Inc. is a pension cosultant based in Portland. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Idaho, Illinois, New York, and Oregon.

R.V. Kuhns & Associates provides pension consulting services, selection of other advisers, and asset allocation advice; manager / investment advice; performance evaluation and reporting; other consulting services.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay R.V. Kuhns & Associates, Inc. for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Rebecca A Gratsinger serves?

The firm provides services to insurance companies, charitable organizations, high net worth individuals, corporations or other businesses, and state or municipal government entities. The largest group of clients of Rebecca A Gratsinger is insurance companies with 9 clients and $0 of assets under management. Among the 9 most similar advisory firms, R.V. Kuhns & Associates has the highest percentage of insurance companies out of all clients.

1% of the firm’s clients are foreign persons or businesses.

R.V. Kuhns & Associates doesn't advise any private funds.

Careers at R.V. Kuhns & Associates, Inc.

The company employs 107 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Rebecca A Gratsinger has been acting as President since 1 Dec 2008. Joseph Michael Ledgerwood joined the executive team most recently as the Dir. Of Inv. Mgr. Research/Principal.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Russell Victor Kuhns	President, ceo	1 Jan 1986	75% - 100%	276432
Rebecca A. Gratsinger	Vice president and principal	1 Nov 1999	Other	xxx-xx-xxxx
Jerry L. Davies	Chief operations officer	1 May 2001	Other	xxx-xx-xxxx
Marcia Dene Beard	Principal	1 Aug 2001	Other	xxx-xx-xxxx
Marcia Dene Pankey Beard	Vice president and principal	1 Aug 2001	Other	xxx-xx-xxxx
Scott P Gratsinger	Chief information officer/principal	1 Oct 2001	25% - 50%	xxx-xx-xxxx
Scott P. Gratsinger	Chief information officer	1 Oct 2001	Other	xxx-xx-xxxx
Rebecca A Gratsinger	President	1 Nov 2003	Other	xxx-xx-xxxx
Dean R Derrah	Sr. consultant and principal	1 Nov 2003	Other	xxx-xx-xxxx
Ruth M Wilson	Director of company operations	1 Nov 2003	Other	xxx-xx-xxxx
Ruth M Wilson	Director of company operations	1 Dec 2003	Other	xxx-xx-xxxx
Amy Everson	Performance, measurement and analytics manager/ principal	1 Jan 2005	Other	6322435
James Michael Voytko	Co-president/chief operations officer	1 Mar 2006	Other	xxx-xx-xxxx
Charles Joseph Waibel	Sr. consultant/principal	1 May 2006	Other	2974431
Amy Everson	Performance, measurement and analytics manager	1 Jan 2007	Other	6322435
Bruno Giuseppe Grimaldi	Senior consultant/ principal	1 Jan 2008	Other	2719037
Anthony Keith Johnson	Senior consultant/ principal	1 Feb 2008	Other	6270080
Rebecca A Gratsinger	Ceo/director/principal	1 Dec 2008	25% - 50%	xxx-xx-xxxx
Marcia Dene Pankey Beard	Vice president/director/principal	1 Dec 2008	Other	xxx-xx-xxxx
Joshua R Kevan	Sr. consultant/director/principal	1 Dec 2008	Other	5643658
Robert Stephen Palmeri	Dir. of east coast operations/director/principal	1 Dec 2008	Other	1720012
Dainius Krivinskas	Consultant/ principal	1 Dec 2008	Other	6270086
James Michael Voytko	President/principal	1 Dec 2008	Other	xxx-xx-xxxx
Sean C. Ealy	Secretary/dir. of inv. mgr research	1 Dec 2008	Other	5643650
Charles Joseph Waibel	Sr. consultant/principal	1 Dec 2008	Other	2974431
Eric M Tanaka	Sr. consultant/principal	1 Dec 2008	Other	5643660
Todd David Shupp	Manager research consultant	1 Aug 2009	Other	3012251
Eric M Tanaka	Chief compliance officer/principal	1 Oct 2009	Other	5643660
Sean C. Ealy	Dir. of inv. mgr research/ director/ principal	1 Jan 2010	Other	5643650
Jonathan K. Kowolik	Consultant/principal/ director	1 Jan 2010	Other	5786095
Hwa Ming Hsiang	Manager research consultant/ principal	1 Jun 2010	Other	4563358
Amy Hsiang Wei	Dir. of fixed income/ director/principal	1 Jun 2010	Other	4563358
James Michael Voytko	President/chief compliance officer	1 Aug 2010	Other	xxx-xx-xxxx
James Michael Voytko	President/director/principal	1 Dec 2010	Other	xxx-xx-xxxx
Ashlee D. Moehring	Consultant/chief compliance officer/principal	1 Dec 2010	Other	5873283
Charles Joseph Waibel	Sr. consultant/principal	1 Jan 2011	Other	2974431
Beau Burggraff	Consultant/ principal	1 Apr 2011	Other	6322444
Ryan Cunningham	Consultant	1 Apr 2011	Other	6322439
Johnny Chien Chang Fang	Chief compliance officer	1 Mar 2012	Other	1539467
James Michael Voytko	President/director, chief compliance officer	1 Jul 2012	Other	xxx-xx-xxxx
Jake Kalina	Consultant/ principal	1 Aug 2012	Other	6322413
David Andrew Nute	Chief financial officer, chief compliance officer	1 Jan 2013	Other	6167721
Jeremy Miller	Senior consultant/ principal	1 Feb 2013	Other	6322450
Ronald Lawrence Klotter	Senior consultant/ director of midwest consulting/ principal	1 May 2013	Other	1299459
Kimberly Cash	Chief compliance officer	1 Jan 2016	Other	2811728
John Randal Borek	Chief financial officer	1 Jan 2016	Other	6609895
Megan Elena Healey	Chief compliance officer	1 Aug 2018	Other	7013375
Joseph Michael Ledgerwood	Dir. of inv. mgr. research/principal	1 Jan 2019	Other	5088751
Spencer Lewis Hunter	Senior consultant/director/principal	1 Jan 2019	Other	7072010

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Marilyn Kaye Kuhns	Treasurer	1 Jan 1986	Other	xxx-xx-xxxx

Based in Portland

The principal office where R.V. Kuhns & Associates, Inc. performs its advisory services is located at 1211 Sw 5 Th Avenue, Suite 900, Portland, OR 97204, which is also the mailing address of the firm. An additional office of the firm is in Boise, ID. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-221-4200. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at rvkuhns.com.