# 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.

- CRD: 110491
- Filed as: PPS & V ASSET MANAGEMENT CONSULTANTS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portage, MI
- Filing period: October 2026
- Form ADV filing dated: December 15, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110491
- AdvisorCensus page: https://advisorcensus.com/firm/pps-and-v-asset-management-consultants-inc-portage-mi-110491

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated December 15, 2025)

- Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it)

> 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

> PPS&V does not require a minimum account investment to enter into an Investment Advisory Agreement.

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

### Regulatory assets under management (Item 5.F)
- Total: $253,685,075
- Discretionary: $246,029,195
- Non-discretionary: $7,655,880

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 189 | $59,915,015 |
| High net worth individuals | 58 | $180,488,187 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $8,021,384 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $5,260,489 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1991 (34 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $159,541,373 | 4 | December 17, 2020 |
| October 2022 | $184,003,331 | 4 | December 15, 2021 |
| October 2023 | $158,353,314 | 4 | December 15, 2022 |
| October 2024 | $189,114,658 | 4 | December 19, 2023 |
| October 2025 | $228,030,487 | 4 | December 16, 2024 |
| October 2026 | $253,685,075 | 4 | December 15, 2025 |

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.

## Changes in the filing (last 12 months)

### January 2026
- Regulatory assets under management went from $228,030,487 to $253,685,075 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PPS & V Asset Management Consultants Inc (CRD 110491): Form ADV filing data as of October 2026.