Miami Valley Portfolio Management Inc
- Regulatory AUM
- $219M
- Discretionary
- $215M
- Clients
- 738
- Avg AUM / client
- $296K
- Accounts
- 1,141
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 641 | $114M | 52.3% |
| High net worth individuals | 91 | $79.5M | 36.4% |
| Pension and profit sharing plans | 4 | $6.4M | 2.94% |
| Charitable organizations | 1 | $17.2M | 7.86% |
| Corporations and other businesses | 1 | $1.2M | 0.55% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kent Andrew Behnken | Vice President | Mar 1992 (34y) | 25% – 50% | |
| Michael Andrew Moran | Chief Compliance Officer | Mar 1992 (34y) | 25% – 50% | |
| Scott Earl Behnken | President | Mar 1992 (34y) | 25% – 50% | |
| Tyler Gene Behnken | Registered representative | Feb 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Sei Investmentmanagement Corporation $144M (66% of AUM) Mar 2026
- Stonex Financial Inc. $51.5M (24% of AUM) Mar 2026
- Guggenheim Funds Distributors, Llc $37.3M (24% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗