SourcingSourcing

MIAMI VALLEY PORTFOLIO MANAGEMENT INC

B56
CRD 106389·SEC 801-121421·BROOKVILLE, OH
AUM
$218.6M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$656K
@ 30% margin
Est. Deal Value
$5.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MIAMI VALLEY PORTFOLIO MANAGEMENT INC
CRD
106389
SEC file #
801-121421
EIN
—
DBA names
—

Economics

AUM
$218.6M
AUM band
$100M-$500M
AUM trajectory
'22'26
$109.2M → $218.6M▲ +100%
Client mix
Individuals Other641
Individuals High Net Worth91
Pension Profit Sharing Plans4
Charitable Organizations1
Corporations1

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'22'26
3 advisors → 4 advisors▲ +33%
Primary office
BROOKVILLE OH
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesCommissions

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
behnkenfinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BEHNKEN, KENT, ANDREW
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BEHNKEN, KENT, ANDREW
BEHNKEN, SCOTT, EARL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BEHNKENFINANCIAL.COM
Rdap Domain Creation Date
2001-05-22T18:45:37Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2326
Soi Zip Pct 200k Plus
0.0458
Soi Zip Returns 200k Plus
270
Soi Zip Total AGI
449,066
Fdic Zip Total Deposits
5,541,341,000
Fdic Zip Branch Count
167
Fdic Zip Top Banks
Brookville National Bank
The Huntington National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Brookville National BankBrookville, OH
Brookville National BankBrookville, OH
Fdic Zip HHI
1654.39
Fdic Zip Top Bank Share Pct
26.47
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-05-22T18:45:37Z
Rdap Domain Last Changed
2024-03-23T06:03:26Z
Rdap Nameservers
Ns77.worldnic.comNs78.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI17,762
Returns1,400
Stub 2
AGI49,288
Returns1,320
Stub 3
AGI63,394
Returns1,030
Soi Zip Total Business Income
16,206
Soi Zip Total Cap Gains
17,286
Soi Zip Total Dividends
5,474
Soi Zip Total Returns
5,890
Top Owner CRD
1407986
Trust Company Affiliate
No

People (4)

4
BEHNKEN, SCOTT, EARL
IAR · Direct Owner · 37.5%
711263
BEHNKEN, KENT, ANDREW
IAR · Direct Owner · 37.5%
1407986
MORAN, MICHAEL, ANDREW
IAR · Direct Owner · 37.5%
1410722
TYLER GENE BEHNKEN
IAR
6205854