# Miami Valley Portfolio Management Inc

> Miami Valley Portfolio Management Inc is an SEC-registered investment advisory firm in Brookville, OH, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 106389
- Filed as: MIAMI VALLEY PORTFOLIO MANAGEMENT INC
- Also doing business as: BEHNKEN FINANCIAL, MVP MANAGEMENT INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brookville, OH
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106389
- AdvisorCensus page: https://advisorcensus.com/firm/miami-valley-portfolio-management-inc-brookville-oh-106389

## Quick answers

**How is Miami Valley Portfolio Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Miami Valley Portfolio Management Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; commissions.

**How much does Miami Valley Portfolio Management Inc charge?**
Its Form ADV Part 2A brochure dated March 17, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Miami Valley Portfolio Management Inc located?**
Miami Valley Portfolio Management Inc's principal office is in Brookville, OH, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Miami Valley Portfolio Management Inc registered with the SEC or a state?**
Miami Valley Portfolio Management Inc is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 106389.

**How much does Miami Valley Portfolio Management Inc manage?**
Miami Valley Portfolio Management Inc reports $218,569,672 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (99% discretionary).

**How have Miami Valley Portfolio Management Inc's assets and staff changed since 2021?**
In the Form ADV data for Miami Valley Portfolio Management Inc: Regulatory assets under management: $109,239,533 in the October 2021 data and $218,569,672 in the October 2026 data, up 100%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Miami Valley Portfolio Management Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (641); high net worth individuals (91); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does Miami Valley Portfolio Management Inc use?**
Miami Valley Portfolio Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Investment Management Co and Stonex Financial Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Miami Valley Portfolio Management Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106389

**Does Miami Valley Portfolio Management Inc state an account minimum?**
Its Form ADV Part 2A brochure dated March 17, 2026 says: "MVP generally requires a minimum account size of $10,000. MVP, in its sole discretion, may waive the required minimum."

**What changed in Miami Valley Portfolio Management Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $189,019,773 to $218,569,672 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> MVP charges an annual investment management fee based on a percentage of the market value of the assets under management. The maximum annual fee for this service is 2.0%.

- Account minimum: $10,000 (the brochure says it may be waived or negotiated)

> MVP generally requires a minimum account size of $10,000. MVP, in its sole discretion, may waive the required minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- SEI Investment Management Co
- Stonex Financial Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $218,569,672
- Discretionary: $215,413,742
- Non-discretionary: $3,155,930

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 641 | $114,278,084 |
| High net worth individuals | 91 | $79,496,424 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $6,416,120 |
| Charitable organizations | 1 | $17,174,839 |
| Corporations or other businesses not listed above | 1 | $1,204,205 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Dublin, OH
- Kettering, OH

### Websites listed on Form ADV (Item 1.I)
- [behnkenfinancial.com](https://behnkenfinancial.com)
- Facebook @Behnken-Financial-Services
- LinkedIn @behnken-financial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $109,239,533 | 4 | May 6, 2021 |
| October 2022 | $157,565,044 | 4 | March 30, 2022 |
| October 2023 | $130,269,354 | 4 | March 23, 2023 |
| October 2024 | $153,303,648 | 4 | March 26, 2024 |
| October 2025 | $189,019,773 | 5 | March 28, 2025 |
| October 2026 | $218,569,672 | 5 | March 17, 2026 |

Regulatory assets under management: $109,239,533 in the October 2021 data and $218,569,672 in the October 2026 data, up 100%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $189,019,773 to $218,569,672 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Miami Valley Portfolio Management Inc (CRD 106389): Form ADV filing data as of October 2026.