Valley Brook Capital Group, Inc.
● SEC registered since 2018CRD 122460SEC# 801-113710Venetia, PA
Reg. AUM
$223.3M
Employees
6
Accounts
368
Location
Venetia, PA
Valley Brook Capital Group, Inc. assets under management
Valley Brook Capital Group, Inc. is an SEC-registered investment adviser based in Venetia, PA. The firm has been registered since 2018. It reports $223.3 million in regulatory assets under management and employs 6 people.
Valley Brook Capital Group, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Louis Martik | Associate | 5-10% | 2017 |
| Gregory Jon Martik Control | Principal | 25-50% | 2006 |
| Jayme Alan Russo Control | Principal | 25-50% | 2006 |
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Join to unlock · $37/moFrequently asked questions
How much does Valley Brook Capital Group, Inc. manage?
Valley Brook Capital Group, Inc. reports $223.3 million in regulatory assets under management on its Form ADV.
How many employees does Valley Brook Capital Group, Inc. have?
Valley Brook Capital Group, Inc. reports 6 employees.
Where is Valley Brook Capital Group, Inc. located?
Valley Brook Capital Group, Inc. is based in Venetia, PA and has been SEC-registered since 2018.
Does Valley Brook Capital Group, Inc. disclose fund performance?
Valley Brook Capital Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 538 Valley Brook Road, Suite 100, Venetia, PA 15367 |
| Phone | 724-941-8625 |
| Fax | 724-941-8719 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1851418 |
| Discloses disciplinary history | No |
Regulatory AUM
$223.3M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$223.3Mregulatory AUM
Discretionary $201.9MNon-discretionary $21.4M