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| Keyboard |
| Miami Valley Portfolio Management Inc
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|---|---|
| CRD # | 106389 |
| SEC # | 801-121421 |
| CIK # | |
| AUM | 218.6 M (2026-03-17) |
| Employees | 5 (80% Investors, 80% Brokers) |
| Phone | 937-833-4043 |
| Address | 475 Arlington Road Brookville, OH 45309 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 641 | 114.3 |
| (b) Individuals (high net worth individuals) | 91 | 79.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 6.4 |
| (h) Charitable organizations | 1 | 17.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,141 | 218.6 |
| By Discretionary | ||
| Discretionary | 1,138 | 215.4 |
| Non-Discretionary | 3 | 3.2 |
| Total | 1,141 | 218.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 218.5 | |
| Total | 1,141 | 218.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Slocum Gordon & Co LLP
✚
|
RI | 219.2 M |
|
Forteris Wealth Management Inc
✚
|
NY | 219.0 M |
|
San BLAS Advisory Inc
✚
|
GA | 218.9 M |
|
Vaughan and Company Securities Inc
✚
|
NJ | 218.9 M |
|
Foster & Wood Inc
✚
|
OR | 218.7 M |
|
Capital Consulting & Asset Management Inc
✚
|
NE | 218.7 M |
|
Griffith & Werner Inc
✚
|
GA | 218.6 M |
|
Kempner Capital Management Inc
✚
|
TX | 218.3 M |
|
Highpass Asset Management LLC
✚
|
CO | 218.2 M |
|
Integrated Wealthcare LLC
✚
|
NC | 218.2 M |