Ravensview Capital Management, LLC logo

Ravensview Capital Management, LLC

Updated today

Client AUM

$75,360,157

Clients

20

Advisors

2

of 2 employees

About

Ravensview Capital provides ongoing, discretionary investment counsel and special-project advisory services to individuals, high‑net‑worth clients, family offices, and charitable organizations. The firm manages about $95 million for roughly 20 clients and prepares an individualized Statement of Investment Policy for each account.

The firm combines multiple analytical methods — including charting, cyclical and technical analysis, quantitative models, and modern portfolio theory — and implements a broad set of strategies that include long‑ and short‑term trading, short sales, margin and options trading, ETFs, hedge funds, real‑asset vehicles and non‑U.S. securities. Accounts are monitored at least monthly with documented trade blotters and use of electronic execution tools (including basket and allocation tools) tied to a designated broker‑dealer to aggregate and allocate trades.

Noteworthy features for a firm of this size include a small client base relative to assets under management, routine custodian statements plus a separate quarterly written report to clients, and the availability of special‑project engagements (hourly second‑opinions or defined‑scope reviews). The brochure also discloses potential soft‑dollar research or services from brokers, a requirement that clients use a specific custodian for execution, and formalized compliance training and recordkeeping practices that are emphasized in its disclosures.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops Special project advisor service

Expertise

Options & derivatives strategies Active portfolio management Real estate investing

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Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%

Project-based

$300 per hour

Other

Account minimum: $250,000

Main office

1942 NW Kearney St, Ste #24

Portland OR 97209

Advisors at this office

2

Most active in

Oregon · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Joseph E

Series 63, Series 65

Portland, OR

Ravensview Capital Management, LLC

Joseph Eberhardt is a financial advisor with Ravensview Capital Management, LLC in Portland, OR, holding Series 63 and Series 65 registrations with nine years of industry experience. He has worked at Ravensview Capital since 2016 and previously spent three years at EDF Renewable Energy. Ravensview Capital Management provides discretionary investment counsel and special-project advisory services to individuals, high-net-worth clients, family offices, and charitable organizations. The firm employs multiple analytical methods and a range of investment strategies while managing approximately $95 million across about 20 clients.

Options & derivatives strategies Active portfolio management Real estate investing
user avatar

Gavin M

Series 65

Portland, OR

Ravensview Capital Management, LLC

Gavin Morton is a financial advisor at Ravensview Capital Management, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Encore Financial Strategies, Pacific University, Dutch Bros Coffee, FlipPoint LLC, and Glencoe/University. Ravensview Capital Management provides discretionary investment counsel and special-project advisory services to individuals, high-net-worth clients, family offices, and charitable organizations, managing approximately $95 million across a small client base. The firm employs multiple analytical methods and a broad set of investment strategies, with regular account monitoring and detailed client reporting.

Options & derivatives strategies Active portfolio management Real estate investing
View complete list of advisors at this firm
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