Miami Valley Portfolio Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$193,774,508
Clients
732
Advisors
4
of 5 employees
About
Miami Valley Portfolio Management provides discretionary asset management primarily to individuals, including high net worth clients, as well as foundations, estates, and trusts. The firm focuses on managing client portfolios through its proprietary programs and does not provide in-house financial planning or estate planning services.
MVP pursues an active, tactical allocation approach that relies on technical tools such as moving average crossovers and stop‑loss signals to trade mutual funds, ETFs, stocks and bonds; some models permit limited use of short and leveraged funds and the firm may move assets into money market positions when signals require. Its model lineup includes strategies such as a balanced core, a Balanced Plus with emerging markets exposure, an Aristocrat stock sleeve, and a Long‑Cash model that can use leveraged or inverse index funds, which can lead to higher turnover and potential tax consequences in taxable accounts.
Several operational features distinguish the firm from many peers: advisory personnel are also registered representatives of a broker‑dealer (StoneX), creating potential conflicts related to custody and product selection, and MVP participates in custodian programs that offer institutional services and limited fund universes. The firm maintains an affiliate that provides tax, insurance, and non‑securities planning services, has legacy wrap accounts but does not open new wrap programs, and uses custodians (including SEI) where SEI‑held accounts are billed in arrears on an average daily balance basis.
Client services
Expertise
Fee options
Up to 2.0% annually, negotiable
Advisory professionals may receive commissions for sale of securities and insurance products; advisory fees not charged on securities transferred from brokerage accounts unless commissions earned at least 12 months prior.
Account minimum: $10,000
Main office
475 Arlington Road
Brookville OH 45309
Advisors at this office
4
Most active in
Florida · Ohio · Texas
Also doing business as
Behnken Financial · Miami Valley Portfolio Management Inc · Mvp Management Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Tyler B
Series 66
Brookville, OH
Miami Valley Portfolio Management Inc
Tyler Behnken is a financial advisor at Miami Valley Portfolio Management Inc with Series 66 credentials and three years of industry experience. His prior work includes roles at StoneX Securities Inc and several positions in insurance and sales. Outside of financial advising, he is involved in aerial photography and videography through his business, Fly Guys, and participates as a client partner in an Amazon e-commerce venture. Miami Valley Portfolio Management provides discretionary asset management to individuals, high net worth clients, foundations, estates, and trusts. The firm employs an active, tactical allocation strategy using technical signals to manage portfolios across various asset classes.
Michael M
Series 63
Brookville, OH
Miami Valley Portfolio Management Inc
Michael Moran is a financial advisor with Miami Valley Portfolio Management Inc and holds a Series 63 designation. He has 41 years of industry experience, including 11 years at StoneX Securities Inc and 11 years at Wrp Investments, Inc. He is also involved in community service as a member and officer of the Kiwanis Club of Brookville. Miami Valley Portfolio Management provides discretionary asset management primarily to individuals, high net worth clients, foundations, estates, and trusts. The firm employs an active, tactical allocation approach using technical tools to manage portfolios across multiple strategies.
Scott B
Series 63
Brookville, OH
Miami Valley Portfolio Management Inc
Scott Behnken is a financial advisor at Miami Valley Portfolio Management Inc with 46 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors Inc and StoneX Securities Inc. Behnken is a board member of the Dayton Foundation’s development committee. Miami Valley Portfolio Management provides discretionary asset management to individuals, including high net worth clients, as well as foundations, estates, and trusts. The firm employs an active, tactical allocation approach using technical indicators to manage portfolios across mutual funds, ETFs, stocks, and bonds.
Kent B
Series 63
Brookville, OH
Miami Valley Portfolio Management Inc
Kent Behnken is a financial advisor with Miami Valley Portfolio Management Inc and holds a Series 63 designation. He has over 40 years of industry experience, including roles at StoneX Advisors Inc and StoneX Securities Inc. Outside of advising, he is involved in several business ventures including a background check company, a children’s book investor role, and participation in an art gallery and entertainment business. Miami Valley Portfolio Management provides discretionary asset management primarily to individuals, high net worth clients, foundations, estates, and trusts. The firm employs an active, tactical allocation strategy utilizing technical indicators to manage portfolios across various asset classes.
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