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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 5, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARTIK, GREGORY, JON | I | PRINCIPAL | NA | |
| MARTIK, GREGORY, JON | I | PRINCIPAL | NA | |
| PULIT, ROBERT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PULIT, ROBERT, MICHAEL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| RUSSO, JAYME, ALAN | I | PRINCIPAL | NA | |
| RUSSO, JAYME, ALAN | I | PRINCIPAL | NA | |
| CALFO, ALBERT, FRANCIS | I | PRINCIPAL | D | Control |
| CALFO, ALBERT, FRANCIS | I | PRINCIPAL | D | Control |
| OSTERHAUS, LISA, CATHERINE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| OSTERHAUS, LISA, CATHERINE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| CALFO, ALBERT, FRANCIS | I | PRINCIPAL | C | Control |
| CALFO, ALBERT, FRANCIS | I | PRINCIPAL | C | Control |
| CALFO, ALBERT, FRANCIS | I | PRINCIPAL | C | Control |
| CALFO, LEE, ALBERT | I | PRINCIPAL | C | Control |
| CALFO, LEE, ALBERT | I | PRINCIPAL | C | Control |
| MARTIK, GREGORY, JON | I | PRINCIPAL | C | Control |
| MARTIK, GREGORY, JON | I | PRINCIPAL | C | Control |
| MARTIK, GREGORY, JON | I | PRINCIPAL | C | Control |
| MARTIK, GREGORY, JON | I | PRINCIPAL | C | Control |
| MARTIK, GREGORY, JON | I | PRINCIPAL | C | Control |
| MARTIK, GREGORY, JON | I | PRINCIPAL | C | Control |
| MARTIK, GREGORY, JON | I | PRINCIPAL | C | Control |
| MARTIK, GREGORY, JON | I | PRINCIPAL | C | Control |
| MARTIK, GREGORY, JON | I | PRINCIPAL | C | Control |
| MARTIK, GREGORY, JON | I | PRINCIPAL | C | Control |
| MARTIK, GREGORY, JON | I | PRINCIPAL | C | Control |
| MARTIK, GREGORY, JON | I | PRINCIPAL | C | Control |
| MARTIK, GREGORY, JON | I | PRINCIPAL | C | Control |
| MARTIK, GREGORY, JON | I | PRINCIPAL | C | Control |
| MARTIK, GREGORY, JON | I | PRINCIPAL | C | Control |
| MARTIK, GREGORY, JON | I | PRINCIPAL | C | Control |
| MARTIK, GREGORY, JON | I | PRINCIPAL | C | Control |
| MARTIK, GREGORY, JON | I | PRINCIPAL | C | Control |
| OSTERHAUS, LISA, CATHERINE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| PULIT, ROBERT, MICHAEL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| PULIT, ROBERT, MICHAEL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| PULIT, ROBERT, MICHAEL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| PULIT, ROBERT, MICHAEL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| PULIT, ROBERT, MICHAEL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| PULIT, ROBERT, MICHAEL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| PULIT, ROBERT, MICHAEL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| PULIT, ROBERT, MICHAEL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| PULIT, ROBERT, MICHAEL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| PULIT, ROBERT, MICHAEL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| PULIT, ROBERT, MICHAEL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| PULIT, ROBERT, MICHAEL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| PULIT, ROBERT, MICHAEL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| PULIT, ROBERT, MICHAEL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| PULIT, ROBERT, MICHAEL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| RUSSO, JAYME, ALAN | I | PRINCIPAL | C | Control |
| RUSSO, JAYME, ALAN | I | PRINCIPAL | C | Control |
| RUSSO, JAYME, ALAN | I | PRINCIPAL | C | Control |
| RUSSO, JAYME, ALAN | I | PRINCIPAL | C | Control |
| RUSSO, JAYME, ALAN | I | PRINCIPAL | C | Control |
| RUSSO, JAYME, ALAN | I | PRINCIPAL | C | Control |
| RUSSO, JAYME, ALAN | I | PRINCIPAL | C | Control |
| RUSSO, JAYME, ALAN | I | PRINCIPAL | C | Control |
| RUSSO, JAYME, ALAN | I | PRINCIPAL | C | Control |
| RUSSO, JAYME, ALAN | I | PRINCIPAL | C | Control |
| RUSSO, JAYME, ALAN | I | PRINCIPAL | C | Control |
| RUSSO, JAYME, ALAN | I | PRINCIPAL | C | Control |
| RUSSO, JAYME, ALAN | I | PRINCIPAL | C | Control |
| RUSSO, JAYME, ALAN | I | PRINCIPAL | C | Control |
| RUSSO, JAYME, ALAN | I | PRINCIPAL | C | Control |
| RUSSO, JAYME, ALAN | I | PRINCIPAL | C | Control |
| RUSSO, JAYME, ALAN | I | PRINCIPAL | C | Control |
| RUSSO, JAYME, ALAN | I | PRINCIPAL | C | Control |
| Martik, Benjamin, Louis | I | ASSOCIATE | A | |
| Martik, Benjamin, Louis | I | ASSOCIATE | A | |
| Martik, Benjamin, Louis | I | ASSOCIATE | A | |
| Martik, Benjamin, Louis | I | ASSOCIATE | A | |
| Martik, Benjamin, Louis | I | ASSOCIATE | A | |
| Martik, Benjamin, Louis | I | ASSOCIATE | A | |
| Martik, Benjamin, Louis | I | ASSOCIATE | A | |
| Martik, Benjamin, Louis | I | ASSOCIATE | A | |
| Martik, Benjamin, Louis | I | ASSOCIATE | A | |
| Martik, Benjamin, Louis | I | ASSOCIATE | A | |
| Martik, Benjamin, Louis | I | ASSOCIATE | A | |
| Martik, Benjamin, Louis | I | ASSOCIATE | A |
Registrations
Federal
IA
Mar 5, 2025 REGISTERED
Notice Filings (3)
OH PA WV
Address
538 VALLEY BROOK ROADSUITE 100
VENETIA, PA 15367
United States
Phone: 724-941-8625