RAVENSVIEW CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- PORTLAND, Oregon
- CRD number
- 286242
- Website
- ravensviewcapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI74.67%
- Charitable Organizations21.06%
- Individuals4.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ravensview Capital Management, LLC is an independent registered investment advisor operating as an LLC and run under individual ownership. The firm blends advisory services—financial planning, discretionary portfolio management for individuals and small businesses, publication of client-facing materials, and educational seminars—with fee arrangements that include an asset-based percentage and hourly billing. Investment activity is tilted toward public equities as the core allocation, supplemented by third-party alternative managers for hedge fund and real estate exposure. Ravensview does not position itself as a multi-state or ESG specialist; its client mix includes both high-net-worth individuals/families and institutional relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities43%
- Non-Exchange Traded Equities23%
- Investment Grade Corp Bonds11%
- Non-Investment Grade Corp Bonds9%
- Cash & Cash Equivalents8%
Contacts
2 of 2HEATHER EBERHARDT
OwnerCRD 6779305
JOSEPH EBERHARDT
Managing MemberCRD 2395994
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORTLAND, OR
MULTNOMAH
Location
PORTLAND, OR
Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- MULTNOMAH
- Address
- 1942 NW Kearney St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
GABRIEL CAPITAL, LLC
RIAPORTLAND, OR
BURGESS FINANCIAL PLANNING
RIAPORTLAND, OR
INTERACTIVE WEALTH ADVISORS
RIAPORTLAND, OR
FAIRCHILD CAPITAL LLC
RIAPORTLAND, OR
XENA FINANCIAL PLANNING, LLC
RIAPORTLAND, OR
TENBRIDGE PARTNERS LLC
RIAPORTLAND, OR