Valley Brook Capital Group
Valley Brook Capital Group is an SEC-registered wealth manager in Venetia, PA with $223.3M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Valley Brook Capital Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122460, SEC 801-113710, data through 2026-02-28.
- AUM (assets under management / regulatory AUM)
- $223.3M (2026-02-28)
- Firm type
- Wealth Manager
- Location
- Venetia, PA
- Employees
- 6
- Clients
- 204
- CRD
- 122460
- Ownership
- OSTERHAUS, LISA, CATHERINE; MARTIK, GREGORY, JON; PULIT, ROBERT, MICHAEL; CALFO, LEE, ALBERT; CALFO, ALBERT, FRANCIS
How much AUM does Valley Brook Capital Group have?
Valley Brook Capital Group reported $223.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-28).
Who owns Valley Brook Capital Group?
Disclosed owners and executives of Valley Brook Capital Group include OSTERHAUS, LISA, CATHERINE, MARTIK, GREGORY, JON, PULIT, ROBERT, MICHAEL, CALFO, LEE, ALBERT, CALFO, ALBERT, FRANCIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.