Miami Valley Portfolio Management Inc (Brookville)

Miami Valley Portfolio Management Inc is an adviser based in Brookville. It manages $60.39 million of regulatory assets for 425 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Ohio.

Miami Valley Portfolio Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Miami Valley Portfolio Management: assets under management

The assets under management (AUM) of Miami Valley Portfolio Management Inc is $60.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $60.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $142.1 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Miami Valley Portfolio Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Miami Valley Portfolio Management Inc

Scott Earl Behnken has been acting as President since 1 Mar 1992. Kent Andrew Behnken joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Scott Earl Behnken	President	1 Mar 1992	25% - 50%	711263
Kent Andrew Behnken	Vice-president	1 Mar 1992	25% - 50%	1407986
Robert Earl Behnken	Treasurer	1 Mar 1992	25% - 50%	16951
Michael Andrew Moran	Secretary	1 Mar 1992	25% - 50%	1410722

Based in Brookville

The principal office where Miami Valley Portfolio Management Inc performs its advisory services is located at 475 Arlington Road, Brookville, OH 45309, which is also the mailing address of the firm. An additional office of the firm is in Kettering, OH. It doesn’t run an office outside of the United States.