Valley Brook Capital Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$188,298,251
Clients
196
Advisors
6
of 6 employees
About
Valley Brook Capital Group provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, corporations and charitable organizations. The firm offers discretionary and non‑discretionary wealth management, an automated "Intelligent Portfolios" offering delivered through Charles Schwab, retirement‑plan advisory services, and trustee services for select clients.
Valley Brook develops individualized asset‑allocation models after gathering clients’ financial information and typically implements those models using a mix of individual equities, mutual funds, ETFs and fixed‑income securities consistent with each client’s objectives and risk tolerance. The firm’s automated service uses a client risk questionnaire to place clients into pre‑defined, daily‑rebalanced models (including one hour of investment consultation per year), and financial planning is frequently integrated into its portfolio services.
The brochure discloses several features that distinguish Valley Brook from many peers: an affiliation with the accounting firm McCall Scanlon & Tice, LLC (and the related MST Wealth Advisors DBA) in which certain associates are CPAs and offer accounting services that may be recommended to advisory clients, and the firm’s disclosed use of endorsements and testimonials in its advertising. The firm also notes it will serve as trustee for selected client accounts (creating custody subject to regulatory surprise examinations) and that it uses certain AI tools for operational and client‑service tasks while not employing AI for investment selection.
Client services
Expertise
Occupation focus
Fee options
Annual flat fee may be charged and negotiated for Wealth Management Services; specific amounts vary
$0 - $1,000,000: 1.00% $1,000,001 - $4,000,000: 0.90% $4,000,001 - $6,000,000: 0.75% Above $6,000,000+: Negotiable
Commissions received on insurance products sold by associated persons
Financial planning services at $125 per hour
Account minimum: $5,000 Minimum fee: Minimum annual fee of $1,000, may be waived or reduced at discretion
Main office
538 Valley Brook Road, Suite 100
Venetia PA 15367
Advisors at this office
6
Most active in
Pennsylvania
Also doing business as
Bluestone Capital Management · Bluestone Wealth Advisors, Inc. · Mst Wealth Advisors, LLC · Retirement Advisors, Inc. · Valley Brook Capital Group · Valley Brook Capital Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Benjamin M
CFA®, Series 65
Venetia, PA
Valley Brook Capital Group
Benjamin Martik is a CFA® charterholder with eight years of industry experience. He has been with Valley Brook Capital Group since 2017 and previously worked at Duquesne University. He also occasionally engages in insurance product sales as a minor part of his activities. Valley Brook Capital Group provides investment advisory and financial planning services to a variety of clients, including high-net-worth individuals and institutional accounts. The firm develops individualized asset-allocation models and offers discretionary and non-discretionary wealth management, retirement-plan advisory services, and trustee services, integrating financial planning with portfolio management.
Daniel Y
Venetia, PA
Valley Brook Capital Group
Daniel Yeager is a financial advisor at Valley Brook Capital Group with eight years of industry experience. He is also the accountant in charge at McCall Scanlon & Tice, LLC, providing accounting and tax services to businesses and individuals. Yeager has been associated with Valley Brook Capital Group since 2018 and McCall Scanlon & Tice since 2015. Valley Brook Capital Group offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm develops individualized asset-allocation models and employs both discretionary and non-discretionary wealth management approaches, including an automated portfolio service through Charles Schwab.
Jayme R
Series 63
Venetia, PA
Valley Brook Capital Group
Jayme Russo is a financial advisor with Valley Brook Capital Group in Venetia, PA, holding a Series 63 designation and 21 years of industry experience. She has been with Valley Brook Capital Group since 2004. Valley Brook Capital Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm offers tailored asset-allocation models implemented through a mix of equities, mutual funds, ETFs, and fixed-income securities, along with an automated portfolio service and integrated financial planning.
Robert P
Series 63, Series 65
Venetia, PA
Valley Brook Capital Group
Robert Pulit is a financial advisor at Valley Brook Capital Group in Venetia, PA, with 19 years of industry experience. He has been with Valley Brook since 2010 and holds Series 63 and Series 65 licenses. Valley Brook Capital Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm uses individualized asset-allocation models and offers both discretionary and non-discretionary wealth management, including an automated portfolio service delivered through Charles Schwab.
Richard T
Venetia, PA
Valley Brook Capital Group
Richard Tice is a financial advisor at Valley Brook Capital Group with eight years of industry experience. He is also a partner at McCall Scanlon & Tice, LLC, a public accounting firm serving businesses and individuals. Valley Brook Capital Group provides investment advisory and financial planning services to a range of clients, including high-net‑worth individuals, pension plans, trusts, estates, corporations, and charitable organizations. The firm employs individualized asset-allocation models and an automated portfolio service, combining traditional and technology-driven approaches while maintaining a connection with accounting professionals within the affiliated firm.
Gregory M
CFP®, Series 63, Series 65
Venetia, PA
Valley Brook Capital Group
Gregory Martik is a CFP® with 21 years of industry experience and has been with Valley Brook Capital Group since 2004. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he occasionally engages in insurance product sales. Valley Brook Capital Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm develops individualized asset-allocation models and offers both discretionary and non-discretionary wealth management, including an automated portfolio service through Charles Schwab.
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