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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-23-2004
- Office Locations
- 2
Office Locations
About Valley Brook Capital Group
Valley Brook Capital Group is a Pennsylvania-based advisory firm founded in 1999 as a family office, now serving individuals and businesses nationwide with comprehensive investment management and holistic financial planning. Portfolios are fully customized and, per public filings, are primarily implemented with ETFs, complemented by fixed income. Team-led by a CFP president with CFA support; custody relationships include Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
GREGORY JON MARTIK
President, PRINCIPAL
- CRD
- #1296865
- Ownership
- 25% but less than 50%
ROBERT MICHAEL PULIT
Chief Compliance Officer, PRINCIPAL
- CRD
- #1779439
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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RICHARD JOHN TICE
Owner
- CRD
- #7036153
DANIEL WILLIAM YEAGER
Partner
- CRD
- #7036149
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $201,865,493 | $553,056 |
| Non-Discretionary | $21,402,369 | $7,134,123 |
| Total | $223,267,862 | $606,706 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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