RAVENSVIEW CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$95.5M
Discretionary
$95.5M
100% of AUM
Avg account
$1.6M
Accounts
60
Employees
1
Advisory reps
2

Firm details

Headquarters
PORTLAND, Oregon
CRD number
286242
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 43%, Non-Exchange Traded Equities 23%, Investment Grade Corp Bonds 11%, Non-Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 8%, Public Funds/Mutual Funds 6%43%
  • Exchange Traded Equities43%
  • Non-Exchange Traded Equities23%
  • Investment Grade Corp Bonds11%
  • Non-Investment Grade Corp Bonds9%
  • Cash & Cash Equivalents8%

Contacts

2 of 2
  • HEATHER EBERHARDT

    OwnerCRD 6779305

  • JOSEPH EBERHARDT

    Managing MemberCRD 2395994

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth