CRD: 106389
Miami Valley Portfolio Management INC
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Request a Free TrialFirm Details
- Custodian
- SEI ยท Stonex
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-26-1999
- Office Locations
- 1
Office Locations
About Miami Valley Portfolio Management INC
Miami Valley Portfolio Management INC is a Brookville-based RIA. The firm has been operating for 27 years. Managing $218.6M in total assets under management, with 4 advisory representatives. They custody assets with SEI and Stonex.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 17, 2026, reported AUM increased 15.6%, from $189.0M to $218.6M.
Across 5 reported observations, AUM increased 38.7% between March 30, 2022 and March 17, 2026, from $157.6M to $218.6M.
Of the latest reported AUM, 98.6% is discretionary and 1.4% is non-discretionary.
The firm reports 4 advisory representatives and 739 clients, or 184.8 clients per representative. That equates to $295.8K in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
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- Platform
- Services
- Technology
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Owner & Executives
KENT ANDREW BEHNKEN
Vice President
- CRD
- #1407986
- Ownership
- 25% but less than 50%
SCOTT EARL BEHNKEN
Financial Advisor, President
- CRD
- #711263
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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TYLER GENE BEHNKEN
Financial Advisor
- CRD
- #6205854
Showing 1 of 4 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $215,413,742 | $189,292 |
| Non-Discretionary | $3,155,930 | $1,051,977 |
| Total | $218,569,672 | $191,560 |
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Separately Managed Accounts
SMA allocation detail is available
Miami Valley Portfolio Management INC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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