Firm
Ravensview Capital Management
Portland, Oregon
Fee-only
Ravensview Capital Management at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 20 individual clients, 12 of them high net worth.
- Its average account is about $1.6 million (assets it manages divided by its 60 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | ravensviewcapital.com |
| [email protected] | |
| Phone | (503) 714-1393 |
Ravensview Capital Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets |
In the firm's words
"First Tier $0 – $1,000,000 1.25%" source
"Third Tier $5,000,001 – And Up 0.75%" source
"First Tier $0 – $1,000,000 1.25%" source
"There is a required minimum size of assets managed of $500,000." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $95 million |
| Individual clients | 8 |
| High-net-worth clients | 12 |
| Accounts managed | 60 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | July 8, 2026 |
| SEC record | CRD 286242 |