RIA Intel›Advisers›Ohio›MIAMI VALLEY PORTFOLIO MANAGEMENT INC

MIAMI VALLEY PORTFOLIO MANAGEMENT INC

Advisory

N·BROOKVILLE, OH

Data as of Mar 17, 2026 · Source: SEC Form ADV

Total AUM

$219M

1-Year AUM Growth

+23.3%

3-Year CAGR

+6.3%

Employees

4

Assets Under Management

Total AUM$219M

Discretionary AUM$215M

Non-Discretionary AUM$3M

Discretionary %98.6%

Total Clients714

Team

Total Employees4

Investment Advisers5

Employee Growth (1Y)+33.3%

Filing History

Total Filings on Record26

First FilingFeb 27, 2001

Latest FilingMar 17, 2026

🔒 Full AUM trend chart and 26 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MIAMI VALLEY PORTFOLIO MANAGEMENT INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.