Miami Valley Portfolio Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Brookville, OH. Its latest Form ADV filing, dated March 17, 2026, reports $219M in regulatory assets under management, 5 employees, 2 offices, and 1,141 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Commissions
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.9% of total clients.
Top client categories% of clientsClients
1
Individuals
86.9%
641
2
HNWI
12.3%
91
3
Pension Plans
0.5%
4
4
Charitable
0.1%
1
5
Corporations
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$219Mas of March 17, 2026
Discretionary98.6%
$215M
99% of total RAUM98.6%
Non-discretionary1.4%
$3M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$219M
Total Accounts1,141
10Y AUM Change+$109M (+100.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee148:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.