Miami Valley Portfolio Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Miami Valley Portfolio Management reports 738 clients. They include 641 individual clients, 91 high-net-worth individuals, and 4 pension and profit-sharing plans. Of its assets, 98.6% ($215M across 1,138 accounts) are managed with discretion; $3.16M across 3 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 52% |
| High-net-worth individuals | 12% | 36% |
| Pension and profit-sharing plans | <1% | 3% |
| Charitable organizations | <1% | 8% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 641 | $114M | 52.3% | $178K |
| High-net-worth individuals | 91 | $79.5M | 36.4% | $874K |
| Pension and profit-sharing plans | Fewer than 5 | $6.42M | 2.9% | $1.6M |
| Charitable organizations | Fewer than 5 | $17.2M | 7.9% | $17.2M |
| Corporations and other businesses | Fewer than 5 | $1.2M | 0.6% | $1.2M |
| Total | 738 | $219M | 100% | — |
- Clients
- 641
- Regulatory AUM
- $114M
- AUM share
- 52.3%
- Avg. per client
- $178K
- Clients
- 91
- Regulatory AUM
- $79.5M
- AUM share
- 36.4%
- Avg. per client
- $874K
- Clients
- Fewer than 5
- Regulatory AUM
- $6.42M
- AUM share
- 2.9%
- Avg. per client
- $1.6M
- Clients
- Fewer than 5
- Regulatory AUM
- $17.2M
- AUM share
- 7.9%
- Avg. per client
- $17.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.2M
- AUM share
- 0.6%
- Avg. per client
- $1.2M
Total
- Clients
- 738
- Regulatory AUM
- $219M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Miami Valley Portfolio Management charges up to 2.00% a year for its Investment management. The fee is billed in advance or in arrears and is negotiable.
Fee details and sources
Scott Behnken owns 25% to 50% of Miami Valley Portfolio Management. The leadership team of Miami Valley Portfolio Management includes President Scott Behnken and Chief Compliance Officer Michael Moran. It has 5 employees, 4 of them in advisory roles.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 broker-dealer reps
- 4 insurance agents
- Owns 25% to 50% of Miami Valley Portfolio Management Inc
Scott Behnken
Control person · since March 1992
- Owns 25% to 50% of Miami Valley Portfolio Management Inc
Kent Behnken
Control person · since March 1992
- Owns 25% to 50% of Miami Valley Portfolio Management Inc
Michael Moran
Control person · since March 1992
Miami Valley Portfolio Management’s regulatory assets grew 2.0× from $109M (May 2021) to $219M (March 2026); clients rose from 523 to 738 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $219M | 738 | 5 | 3 |
| Mar 2025March 2025 | $189M | 714 | 5 | 3 |
| Mar 2024March 2024 | $153M | 692 | 4 | 3 |
| Mar 2023March 2023 | $130M | 667 | 4 | 3 |
| Mar 2022March 2022 | $158M | 624 | 4 | 3 |
| May 2021May 2021 | $109M | 523 | 4 | 3 |
Besides its headquarters, Miami Valley Portfolio Management has 2 offices, with 3 listed addresses in 1 state.
Ohio · 3 listed addresses
- 475 Arlington Road, BrookvilleHQ
- 28 East Rahn RD, Kettering
- 545 Metro Place South, Dublin
Other business names
Miami Valley Portfolio Management has reported 2 other business names to the SEC.
- Behnken Financial
- MVP Management Inc.
Contact and registration details
- Legal name
- Miami Valley Portfolio Management Inc
- Headquarters
- 475 Arlington Road, Brookville, OH 45309
- Website
- Not reported
- Phone
- 937-833-4043
- SEC file
- 801-121421
- Structure
- Ohio corporation
- Fiscal year end
- December
Miami Valley Portfolio Management’s named custodians for separately managed accounts are SEI Investment Management ($144M, 74%) and Stonex Financial ($51.5M, 26%). Miami Valley Portfolio Management does not have custody of client assets.
- Stonex FinancialStonex Financial Inc. · Winter Park, FL · $51.5M26%
- SEI Investment ManagementSEI Investment Management Co · Oaks, PA · $144M74%
At year end, Miami Valley Portfolio Management’s separately managed accounts were mostly in funds (69%) and stocks (28%).
What the accounts hold
- Stocks28%
- Funds69%
- Cash3%
How many clients does Miami Valley Portfolio Management have?
Miami Valley Portfolio Management has 738 clients and manages $219 million for them, as of March 2026. They include 641 individual clients, 91 high-net-worth individuals, and 4 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Miami Valley Portfolio Management offer?
Miami Valley Portfolio Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Miami Valley Portfolio Management charge?
Miami Valley Portfolio Management charges up to 2.00% a year for its Investment management. The fee is billed in advance or in arrears and is negotiable.
Source: MVP PART 2A, filed 17 March 2026
Which custodians does Miami Valley Portfolio Management use?
Miami Valley Portfolio Management’s separately managed account assets are held at SEI Investment Management Co (Oaks, PA), with $144M and Stonex Financial Inc. (Winter Park, FL), with $51.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Miami Valley Portfolio Management have?
Miami Valley Portfolio Management has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Miami Valley Portfolio Management invest in?
At the end of its last fiscal year, Miami Valley Portfolio Management’s separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Miami Valley Portfolio Management?
Miami Valley Portfolio Management’s direct owners are Scott Behnken, Kent Behnken and Michael Moran, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Miami Valley Portfolio Management get paid?
Miami Valley Portfolio Management is paid through a percentage of assets under management, hourly charges and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Miami Valley Portfolio Management?
Miami Valley Portfolio Management’s main office is at 475 Arlington Road, Brookville, OH 45309. Its phone number is 937-833-4043.
