VALLEY BROOK CAPITAL GROUP, INC.
Legal name: VALLEY BROOK CAPITAL GROUP
CRD #122460 SEC #801-113710 VENETIA, PA 724-941-8625
SEC Registered
Total AUM
$192.2M
Discretionary
$177.5M
Employees
7
Clients
26
Accounts
313
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $192.2M | $177.5M | $14.7M | 7 | 0 |
| Mar 2024 | $168.8M | $155.2M | $13.6M | 7 | 0 |
| Feb 2023 | $155.9M | $141.3M | $14.6M | 7 | 0 |
| Mar 2022 | $178.2M | $161.1M | $17.1M | 7 | 0 |
| Mar 2021 | $139.3M | $127.9M | $11.4M | 7 | 0 |
| Mar 2021 | $139.3M | $127.9M | $11.4M | 7 | 0 |
| Jun 2020 | $129.8M | $120M | $9.8M | 7 | 0 |
| Apr 2020 | $129.8M | $120M | $9.8M | 7 | 0 |
| Feb 2020 | $129.8M | $120M | $9.8M | 7 | 0 |
| Mar 2019 | $106.6M | $99.3M | $7.3M | 7 | 0 |
| Dec 2018 | $111.5M | $104.2M | $7.3M | 4 | 115 |
| Jun 2018 | $111.5M | $104.2M | $7.3M | 4 | 115 |
| May 2012 | $61.3M | $16.9M | $44.5M | 6 | 26 |
| Mar 2012 | $61.3M | $16.9M | $44.5M | 6 | 26 |
| Feb 2012 | $61.3M | $16.9M | $44.5M | 6 | 26 |
| Dec 2011 | $78.1M | $17.4M | $60.7M | 6 | 26 |
| Jul 2010 | $46M | $4.5M | $41.6M | 10 | -- |
| Mar 2009 | $55.7M | $2.5M | $53.2M | 10 | -- |
| Mar 2007 | $63.7M | $0 | $63.7M | 5 | -- |
| Mar 2006 | $52.5M | $0 | $52.5M | 5 | -- |
DateMar 2025
Total AUM$192.2M
Discretionary$177.5M
Non-Disc.$14.7M
Employees7
Clients0
DateMar 2024
Total AUM$168.8M
Discretionary$155.2M
Non-Disc.$13.6M
Employees7
Clients0
DateFeb 2023
Total AUM$155.9M
Discretionary$141.3M
Non-Disc.$14.6M
Employees7
Clients0
DateMar 2022
Total AUM$178.2M
Discretionary$161.1M
Non-Disc.$17.1M
Employees7
Clients0
DateMar 2021
Total AUM$139.3M
Discretionary$127.9M
Non-Disc.$11.4M
Employees7
Clients0
DateMar 2021
Total AUM$139.3M
Discretionary$127.9M
Non-Disc.$11.4M
Employees7
Clients0
DateJun 2020
Total AUM$129.8M
Discretionary$120M
Non-Disc.$9.8M
Employees7
Clients0
DateApr 2020
Total AUM$129.8M
Discretionary$120M
Non-Disc.$9.8M
Employees7
Clients0
DateFeb 2020
Total AUM$129.8M
Discretionary$120M
Non-Disc.$9.8M
Employees7
Clients0
DateMar 2019
Total AUM$106.6M
Discretionary$99.3M
Non-Disc.$7.3M
Employees7
Clients0
DateDec 2018
Total AUM$111.5M
Discretionary$104.2M
Non-Disc.$7.3M
Employees4
Clients115
DateJun 2018
Total AUM$111.5M
Discretionary$104.2M
Non-Disc.$7.3M
Employees4
Clients115
DateMay 2012
Total AUM$61.3M
Discretionary$16.9M
Non-Disc.$44.5M
Employees6
Clients26
DateMar 2012
Total AUM$61.3M
Discretionary$16.9M
Non-Disc.$44.5M
Employees6
Clients26
DateFeb 2012
Total AUM$61.3M
Discretionary$16.9M
Non-Disc.$44.5M
Employees6
Clients26
DateDec 2011
Total AUM$78.1M
Discretionary$17.4M
Non-Disc.$60.7M
Employees6
Clients26
DateJul 2010
Total AUM$46M
Discretionary$4.5M
Non-Disc.$41.6M
Employees10
Clients--
DateMar 2009
Total AUM$55.7M
Discretionary$2.5M
Non-Disc.$53.2M
Employees10
Clients--
DateMar 2007
Total AUM$63.7M
Discretionary$0
Non-Disc.$63.7M
Employees5
Clients--
DateMar 2006
Total AUM$52.5M
Discretionary$0
Non-Disc.$52.5M
Employees5
Clients--