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PPS & V Asset Management Consultants Inc
Filed as PPS & V ASSET MANAGEMENT CONSULTANTS INC
PPS & V Asset Management Consultants Inc is an SEC-registered investment advisory firm in Portage, MI, registered since 1991, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated December 15, 2025.
Quick answers
From the filingHow is PPS & V Asset Management Consultants Inc compensated?
On its Form ADV (Item 5.E, October 2026), PPS & V Asset Management Consultants Inc reports these compensation arrangements: a percentage of assets under its management.
What does PPS & V Asset Management Consultants Inc's brochure say about its fees?
Its Form ADV Part 2A brochure dated December 15, 2025 states: Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is PPS & V Asset Management Consultants Inc located?
PPS & V Asset Management Consultants Inc's principal office is in Portage, MI, according to its Form ADV.
Is PPS & V Asset Management Consultants Inc registered with the SEC or a state?
PPS & V Asset Management Consultants Inc is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 110491.
How much does PPS & V Asset Management Consultants Inc manage?
PPS & V Asset Management Consultants Inc reports $253,685,075 in regulatory assets under management in its Form ADV filing dated December 15, 2025 (97% discretionary).
How have PPS & V Asset Management Consultants Inc's assets and staff changed since 2021?
In the Form ADV data for PPS & V Asset Management Consultants Inc: Regulatory assets under management: $159,541,373 in the October 2021 data and $253,685,075 in the October 2026 data, up 59%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does PPS & V Asset Management Consultants Inc serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (189); high net worth individuals (58).
Does PPS & V Asset Management Consultants 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/110491
Does PPS & V Asset Management Consultants Inc state an account minimum?
Its Form ADV Part 2A brochure dated December 15, 2025 says: "PPS&V does not require a minimum account investment to enter into an Investment Advisory Agreement."
What changed in PPS & V Asset Management Consultants Inc's recent Form ADV filings?
In the January 2026 filing data: Regulatory assets under management went from $228,030,487 to $253,685,075 (+11%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.5% to 1% a year (a range, as the brochure states it)
The brochure's wording
Investment Advisory Fees generally range from 0.50% to 1.0% of total assets unless otherwise negotiated and specified on our Asset Management Agreement.
Account minimum: None
The brochure's wording
PPS&V does not require a minimum account investment to enter into an Investment Advisory Agreement.
As stated in the firm's Form ADV Part 2A brochure dated December 15, 2025. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$253,685,075 as of October 2026, filing dated December 15, 2025.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1991 (34 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $253,685,075 | 4 | December 15, 2025 |
| October 2025 | $228,030,487 | 4 | December 16, 2024 |
| October 2024 | $189,114,658 | 4 | December 19, 2023 |
| October 2023 | $158,353,314 | 4 | December 15, 2022 |
| October 2022 | $184,003,331 | 4 | December 15, 2021 |
| October 2021 | $159,541,373 | 4 | December 17, 2020 |
Regulatory assets under management: $159,541,373 in the October 2021 data and $253,685,075 in the October 2026 data, up 59%.
Total employees: 4 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- January 2026
- Regulatory assets under management went from $228,030,487 to $253,685,075 (+11%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. PPS & V Asset Management Consultants Inc (CRD 110491): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/pps-and-v-asset-management-consultants-inc-portage-mi-110491