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VALLEY BROOK CAPITAL GROUP
VALLEY BROOK CAPITAL GROUP, INC.
CRD 122460 · SEC 801-113710
538 VALLEY BROOK ROAD, SUITE 100, VENETIA, PA, 15367, United States
Phone
724-941-8625
Fax
724-941-8719
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$223.3M
Discretionary AUM
$201.9M
Team
6 total employees; 6 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 137 | $29.3M |
| High net worth individuals | 59 | $159.0M |
| Pension/profit sharing plans | 3 | $21.4M |
| Corporations/business entities | 5 | $13.6M |
States served
PA
All web addresses on file
Official SEC filing: View on IAPD