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 two years of industry experience. He holds a Series 66 designation and has held prior roles at StoneX Securities Inc, STC Securities and Insurance Training, and several insurance-related positions. Outside of his advisory work, he is involved in aerial photography and videography through a separate contracting business. Miami Valley Portfolio Management, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as foundations, estates, and trusts. The firm employs an active, tactical allocation strategy based on technical signals and offers multiple proprietary investment models.
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 40 years of industry experience and has been associated with StoneX Securities Inc since 2015. Moran is involved with the Kiwanis Club of Brookville, serving as a member and director in this local community service organization. Miami Valley Portfolio Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as foundations, estates, and trusts. The firm employs an active, tactical allocation strategy based on technical signals to guide investment decisions and manages multiple proprietary investment programs.
Scott B
Series 63
Brookville, OH
Miami Valley Portfolio Management Inc
Scott Behnken is a financial advisor with Miami Valley Portfolio Management Inc and holds a Series 63 designation. He has 45 years of industry experience, including roles at StoneX Advisors Inc and StoneX Securities Inc, and has operated Behnken & Associates since 1983. He serves on the development committee of the Dayton Foundation. Miami Valley Portfolio Management, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as foundations, estates, and trusts. The firm employs an active, tactical allocation strategy based on technical signals to guide investment decisions and manages multiple proprietary investment programs.
Kent B
Series 63
Brookville, OH
Miami Valley Portfolio Management Inc
Kent Behnken is a financial advisor at Miami Valley Portfolio Management Inc with over 40 years of industry experience. He has worked at StoneX Advisors Inc and StoneX Securities Inc since 2014 and has been self-employed since 1984. Outside of his advisory role, Behnken is involved in several business ventures including serving as vice president of Behnken Financial Services and holding investments in a background check company, a children’s book, an art gallery, and water treatment enterprises. Miami Valley Portfolio Management, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as foundations, estates, and trusts. The firm employs an active, tactical allocation strategy based on technical signals and manages several proprietary investment models.
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