Overview
Assets Under Management: $219 million
Headquarters: BROOKVILLE, OH
High-Net-Worth Clients: 91
Average Client Assets: $0.9 million
Frequently Asked Questions
MIAMI VALLEY PORTFOLIO MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106389), MIAMI VALLEY PORTFOLIO MANAGEMENT INC is subject to fiduciary duty under federal law.
MIAMI VALLEY PORTFOLIO MANAGEMENT INC is headquartered in BROOKVILLE, OH.
MIAMI VALLEY PORTFOLIO MANAGEMENT INC serves 91 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, MIAMI VALLEY PORTFOLIO MANAGEMENT INC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MIAMI VALLEY PORTFOLIO MANAGEMENT INC manages $219 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, MIAMI VALLEY PORTFOLIO MANAGEMENT INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.37%
Average Client Assets: $0.9 million
Total Client Accounts: 1,141
Discretionary Accounts: 1,138
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 106389
Filing ID: 2074852
Last Filing Date: 2026-03-17 12:28:25