Miami Valley Portfolio Management Inc
Miami Valley Portfolio Management Inc is an SEC-registered mass-market adviser in Brookville, OH with $218.6M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Miami Valley Portfolio Management Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106389, SEC 801-121421, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $218.6M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Brookville, OH
- Employees
- 5
- Clients
- 738
- CRD
- 106389
- Ownership
- BEHNKEN, SCOTT, EARL; BEHNKEN, KENT, ANDREW; BEHNKEN, ROBERT, EARL; MORAN, MICHAEL, ANDREW
How much AUM does Miami Valley Portfolio Management Inc have?
Miami Valley Portfolio Management Inc reported $218.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Miami Valley Portfolio Management Inc?
Disclosed owners and executives of Miami Valley Portfolio Management Inc include BEHNKEN, SCOTT, EARL, BEHNKEN, KENT, ANDREW, BEHNKEN, ROBERT, EARL, MORAN, MICHAEL, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.