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Valley Brook Capital Group, Inc.

● SEC registered since 2018CRD 122460SEC# 801-113710Venetia, PA
Export (members)
Reg. AUM
$192.2M
Employees
7
Accounts
313
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 $192.2 million in regulatory assets under management and employs 7 people.

Valley Brook Capital Group, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Benjamin Louis MartikAssociate5-10%2017
Gregory Jon Martik ControlPrincipal25-50%2006
Jayme Alan Russo ControlPrincipal25-50%2006
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Frequently asked questions

How much does Valley Brook Capital Group, Inc. manage?

Valley Brook Capital Group, Inc. reports $192.2 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 7 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

Address538 Valley Brook Road, Suite 100, Venetia, PA 15367
Phone724-941-8625
Fax724-941-8719
Office hours9:00 a.m. - 4:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1851418
Discloses disciplinary historyNo

Assets under management

Discretionary$177.5M
Non-discretionary$14.7M
Total (RAUM)$192.2M