| Name | Title | Ownership | Since |
|---|---|---|---|
| Kent Andrew Behnken Control | Vice-President | 25-50% | 1992 |
| Michael Andrew Moran Control | Chief Compliance Officer | 25-50% | 1992 |
| Scott Earl Behnken Control | President | 25-50% | 1992 |
Miami Valley Portfolio Management Inc reports $189 million in regulatory assets under management on its Form ADV.
Miami Valley Portfolio Management Inc reports 5 employees.
Miami Valley Portfolio Management Inc is based in Brookville, OH and has been SEC-registered since 2021.
Miami Valley Portfolio Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 475 Arlington Road, Brookville, OH 45309 |
| Phone | 937-833-4043 |
| Fax | 937-833-4920 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $186.6M |
| Non-discretionary | $2.4M |
| Total (RAUM) | $189M |