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


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.

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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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. 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.