{
  "crd_number": 110491,
  "slug": "pps-and-v-asset-management-consultants-inc-portage-mi-110491",
  "primary_business_name": "PPS & V ASSET MANAGEMENT CONSULTANTS INC",
  "legal_name": "PPS & V ASSET MANAGEMENT CONSULTANTS INC",
  "dbas": [],
  "city": "Portage",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "28020",
  "metro": {
    "cbsa_code": "28020",
    "common_name": "Kalamazoo",
    "msa_name": "Kalamazoo-Portage, MI",
    "path": "/advisors/mi/kalamazoo"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1991-10-28",
  "years_registered": 34,
  "period": "2026-10-01",
  "filing_date": "2025-12-15",
  "carried_forward": false,
  "raum_total": 253685075.0,
  "raum_discretionary": 246029195.0,
  "raum_non_discretionary": 7655880.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": null
    },
    "individuals": {
      "raum": 59915015.0,
      "count": 189
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 8021384.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 180488187.0,
      "count": 58
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 5260489.0,
      "count": null,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MI",
    "TX"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110491",
  "city_as_filed": "PORTAGE",
  "url": "https://advisorcensus.com/firm/pps-and-v-asset-management-consultants-inc-portage-mi-110491",
  "display_name": "PPS & V Asset Management Consultants Inc",
  "summary": "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.",
  "citation": "AdvisorCensus. PPS & V Asset Management Consultants Inc (CRD 110491): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is PPS & V Asset Management Consultants Inc compensated?",
      "a": "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."
    },
    {
      "q": "What does PPS & V Asset Management Consultants Inc's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is PPS & V Asset Management Consultants Inc located?",
      "a": "PPS & V Asset Management Consultants Inc's principal office is in Portage, MI, according to its Form ADV."
    },
    {
      "q": "Is PPS & V Asset Management Consultants Inc registered with the SEC or a state?",
      "a": "PPS & V Asset Management Consultants Inc is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 110491."
    },
    {
      "q": "How much does PPS & V Asset Management Consultants Inc manage?",
      "a": "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)."
    },
    {
      "q": "How have PPS & V Asset Management Consultants Inc's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does PPS & V Asset Management Consultants Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (189); high net worth individuals (58)."
    },
    {
      "q": "Does PPS & V Asset Management Consultants Inc report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does PPS & V Asset Management Consultants Inc state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in PPS & V Asset Management Consultants Inc's recent Form ADV filings?",
      "a": "In the January 2026 filing data: Regulatory assets under management went from $228,030,487 to $253,685,075 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 159541373.0,
      "total_employees": 4,
      "filing_date": "2020-12-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 184003331.0,
      "total_employees": 4,
      "filing_date": "2021-12-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 158353314.0,
      "total_employees": 4,
      "filing_date": "2022-12-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 189114658.0,
      "total_employees": 4,
      "filing_date": "2023-12-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 228030487.0,
      "total_employees": 4,
      "filing_date": "2024-12-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 253685075.0,
      "total_employees": 4,
      "filing_date": "2025-12-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Regulatory assets under management went from $228,030,487 to $253,685,075 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated December 15, 2025",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Investment Advisory Fees generally range from 0.50% to 1.0% of total assets unless otherwise negotiated and specified on our Asset Management Agreement."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "PPS&V does not require a minimum account investment to enter into an Investment Advisory Agreement."
        ]
      }
    ],
    "quotes": [
      "Investment Advisory Fees generally range from 0.50% to 1.0% of total assets unless otherwise negotiated and specified on our Asset Management Agreement.",
      "PPS&V does not require a minimum account investment to enter into an Investment Advisory Agreement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/pps-and-v-asset-management-consultants-inc-portage-mi-110491.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 189,
      "fewer_than_5": false,
      "raum": 59915015.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 58,
      "fewer_than_5": false,
      "raum": 180488187.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 8021384.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 5260489.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110491",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}