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MODERN PORTFOLIO MANAGEMENT INC, CRD 104926
HOLLAND, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| BRYAN FREDERICK OHM | n/a | HOLLAND, OH | 23 | 40 | 1 | no |
| JAMES WINFIELD HUNTINGTON | n/a | PERRYSBURG, OH | HOLLAND, OH | 23 | 29 | 1 | no |
| SEAN SCOTT SHINABERRY | n/a | HOLLAND, OH | 23 | 24 | 2 | no |
| ERIN JAMES BARNHART | n/a | HOLLAND, OH | Lancaster, OH | 22 | 27 | n/a | no |
| GLENN S SEABOLT | n/a | HOLLAND, OH | CROSSVILLE, TN | 19 | 21 | n/a | no |
| GEORGE T DAMASCO | n/a | HOLLAND, OH | 16 | 18 | n/a | no |
| STEVEN EDWARD BERNIER | n/a | SOUTHFIELD, MI | 15 | 37 | n/a | yes |
| MATTHEW KARL LESKOVAR | Certified Financial Planner|Personal Financial Specialist | Grand Rapids, MI | HOLLAND, OH | 13 | 14 | n/a | no |
| DARRIN CLIFFORD CRITCHET | n/a | HOLLAND, OH | Fremont, OH | 12 | 21 | 1 | no |
| STEPHEN JAMES MYLER | Certified Financial Planner | HOLLAND, OH | MIRAMAR BEACH, FL | 11 | 27 | 6 | no |
| GABRIEL FELDER THORNHILL | Chartered Financial Analyst | HOLLAND, OH | WEST LAKE HILLS, TX | 11 | 21 | 1 | no |
| CHELSEA OHM HEINTSCHEL | Certified Financial Planner | CHICAGO, IL | HOLLAND, OH | 10 | 11 | n/a | no |
| CRAIG STAFFORD HUNTINGTON | n/a | HOLLAND, OH | Naples, FL | 4 | 28 | 1 | no |
| BAHIYA FAWAZ | n/a | DEARBORN, MI | 2 | 26 | n/a | no |
| Ryan Thomas Stoller | Certified Financial Planner | HOLLAND, OH | 0 | 10 | 3 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Avery, Robert, Lewin | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2026 | May 14, 2026 | May 14, 2026 |
| HEINTSCHEL, CHELSEA, OHM | PARTNER, COO & SECRETARY | Na | yes | 01/2016 | May 14, 2026 | May 14, 2026 |
| MPM WEALTH ADVISORS INC. | Shareholder | E | yes | 12/2009 | May 14, 2026 | May 14, 2026 |
| SHINABERRY, SEAN, SCOTT | PARTNER, CEO, CFO | Na | yes | 01/2010 | May 14, 2026 | May 14, 2026 |
| DAMASCO, GEORGE, THOMAS | PARTNER, VICE PRESIDENT | Na | yes | 01/2016 | Apr 2, 2012 | Aug 27, 2024 |
| OHM, BRYAN, FREDERICK | FOUNDING PARTNER & CO-PRESIDENT | Na | yes | 12/2009 | Apr 2, 2012 | Aug 27, 2024 |
| OHM, CHRISTINE, ELEVICH | CHIEF COMPLIANCE OFFICER | Na | yes | 11/2013 | Nov 22, 2013 | Aug 27, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BAHIYA FAWAZ | n/a | n/a | n/a | Y | no | n/a |
| JAMES W. HUNTINGTON | n/a | n/a | n/a | Y | yes | n/a |
| MATTHEW KARL LESKOVAR | n/a | n/a | n/a | Y | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Dearborn | Mi | United States | 1 | no |
| GRAND RAPIDS | Mi | United States | 1 | no |
| Southfield | Mi | United States | 1 | yes |
| Perrysburg | Oh | United States | 1 | no |
| WEST LAKE HILLS | TX | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $1.0B | $444M | 18 | 18 | 12 | n/a | n/a |
| 2024 | Apr 21, 2025 | $889M | $437M | 20 | 20 | 12 | n/a | n/a |
| 2023 | Mar 29, 2024 | $795M | $336M | 20 | 20 | 12 | n/a | n/a |
| 2022 | Mar 31, 2023 | $665M | $234M | 20 | 20 | 11 | n/a | n/a |
| 2021 | Mar 23, 2022 | $709M | $222M | 22 | 22 | 13 | n/a | n/a |
| 2020 | Mar 31, 2021 | $621M | $188M | 22 | 22 | 13 | n/a | n/a |
| 2019 | Mar 30, 2020 | $587M | $174M | 22 | 22 | 13 | n/a | n/a |
| 2018 | Mar 13, 2019 | $494M | $155M | 24 | 24 | 13 | n/a | n/a |
| 2017 | Mar 28, 2018 | $544M | $127M | 26 | 22 | 15 | n/a | n/a |
| 2016 | Mar 31, 2017 | $473M | $62.4M | 26 | 22 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $438M | $438M | 24 | 21 | n/a | n/a | n/a |
| 2014 | Mar 17, 2015 | $443M | $0 | 25 | 23 | n/a | n/a | n/a |
| 2013 | Mar 31, 2014 | $435M | $0 | 21 | 20 | n/a | n/a | n/a |
| 2012 | Apr 2, 2013 | $378M | $0 | 21 | 18 | n/a | n/a | n/a |
| 2011 | Apr 2, 2012 | $358M | $0 | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.0B | $889M | 16.8% | $665M | 16.0% | 18 | 20 | 12 | 12 |