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PPS & V ASSET MANAGEMENT CONSULTANTS INC
CRD 110491File 801-40057
APPROVED
Retail clients
Custody
Filing as of Dec 15, 2025
Feed vintage Oct 1, 2026
Regulatory AUM
$253.7M
Below cohort median (national)
Discretionary AUM
$246.0M
Non-discretionary $7.7M
Clients
247
584 accounts
Employees
4
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 28, 1991
- Principal office
- 2750 OLD CENTRE AVE, SUITE 100, PORTAGE, MI, 49024
- Phone
- 269-321-4444
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $253.7M
- Discretionary AUM
- $246.0M
- Non-discretionary AUM
- $7.7M
- Discretionary accounts
- 572
- Non-discretionary accounts
- 12
- Total accounts
- 584
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.3M |
| High net worth individuals | 58 | $180.5M |
| Pension and profit sharing plans | Fewer than 5 | $8.0M |
| Individuals (other than high net worth individuals) | 189 | $59.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Clients | 259 | 247 | decreased by12 |
| Jan 1, 2026 | AUM | $228,030,487 | $253,685,075 | increased by$25,654,588 |
| Jan 1, 2026 | Accounts | 567 | 584 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 271 | 259 | decreased by12 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $184,003,331 | $228,030,487 | increased by$44,027,156 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 616 | 567 | decreased by49 |
| Jan 1, 2022 | Clients | 272 | 271 | decreased by1 |
| Jan 1, 2022 | AUM | $159,541,373 | $184,003,331 | increased by$24,461,958 |
| Jan 1, 2022 | Accounts | 601 | 616 | increased by15 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PPS ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PPS ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.