RIA Intel›Advisers›Ohio›MODERN PORTFOLIO MANAGEMENT INC

MODERN PORTFOLIO MANAGEMENT INC

Advisory

N·HOLLAND, OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$1.0B

1-Year AUM Growth

+19.6%

3-Year CAGR

+8.5%

Employees

18

Assets Under Management

Total AUM$1.0B

Discretionary AUM$444M

Non-Discretionary AUM$595M

Discretionary %42.7%

Total Clients1,158

Team

Total Employees18

Investment Advisers18

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record77

First FilingFeb 5, 2001

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 77 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 MODERN PORTFOLIO MANAGEMENT INC

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