Miami Valley Portfolio Management Inc
● SEC registered since 2021CRD 106389SEC# 801-121421Brookville, OH
Reg. AUM
$218.6M
Employees
5
Accounts
1,141
Location
Brookville, OH
Miami Valley Portfolio Management Inc assets under management
Miami Valley Portfolio Management Inc is an investment advisory firm registered with the SEC based in Brookville, OH. The firm has been registered since 2021. It reports $218.6 million in regulatory assets under management and employs 5 people.
Miami Valley Portfolio Management Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kent Andrew Behnken Control | Vice-President | 25-50% | 1992 |
| Michael Andrew Moran Control | Chief Compliance Officer | 25-50% | 1992 |
| Scott Earl Behnken Control | President | 25-50% | 1992 |
Frequently asked questions
How much does Miami Valley Portfolio Management Inc manage?
Miami Valley Portfolio Management Inc reports $218.6 million in regulatory assets under management on its Form ADV.
How many employees does Miami Valley Portfolio Management Inc have?
Miami Valley Portfolio Management Inc reports 5 employees.
Where is Miami Valley Portfolio Management Inc located?
Miami Valley Portfolio Management Inc is based in Brookville, OH and has been SEC-registered since 2021.
Does Miami Valley Portfolio Management Inc disclose fund performance?
Miami Valley Portfolio Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 475 Arlington Road, Brookville, OH 45309 |
| Phone | 937-833-4043 |
| Fax | 937-833-4920 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$218.6M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$218.6Mregulatory AUM
Discretionary $215.4MNon-discretionary $3.2M