# Miami Valley Portfolio Management

Miami Valley Portfolio Management is a Bank / Wealth / Trust based in Brookville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Brookville, United States
- **Region:** North America
- **Address:** 475 Arlington Road, Brookville, OH 45309, United States
- **Founded:** 1959
- **Assets under management:** Undisclosed
- **Website:** behnkenfinancial.com

## Regulatory record

- **CRD number:** 106389
- **SEC file number:** 801-121421
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-17T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106389

## About

Miami Valley Portfolio Management is an SEC-registered investment adviser in Brookville, Ohio, registered since 2021. The firm manages $219 million in assets, with $215 million on a discretionary basis. It has 5 employees and 4 investment advisers.

## Offices

- 28 East Rahn Road, Kettering, OH 45429
- 545 Metro Place South Suite 100, Dublin, OH 43017

## People

- Scott E. Behnken — President
- Kent A. Behnken — Vice President
- Mike A. Moran — Corporate Secretary
- Tyler Behnken — Financial Advisor

## Questions

### Is MVP a fee-only fiduciary for every account?

Yes. The firm explicitly states it acts as a fiduciary on its website and operates solely on a fee-only basis, declining commission-based compensation. That structure eliminates the conflict of interest that arises when an advisor can be compensated by product providers. A regional firm maintaining fee-only status for over six decades is uncommon.

### Does MVP participate in alternative investments or private markets?

The firm's public materials reference retirement planning, wealth transfer, and long-term investment vehicles — language typical of a traditional liquid-securities practice. There is no mention of private equity, venture capital, direct real estate equity, or hedge fund allocations. The absence of such disclosure, combined with a small team and retail fiduciary model, makes alternative-asset activity unlikely at scale.

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Last updated: 2026-06-03T20:00:00.000Z

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