Overview
Assets Under Management: $192 million
Headquarters: VENETIA, PA
High-Net-Worth Clients: 52
Average Client Assets: $3 million
Frequently Asked Questions
VALLEY BROOK CAPITAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122460), VALLEY BROOK CAPITAL GROUP, INC. is subject to fiduciary duty under federal law.
VALLEY BROOK CAPITAL GROUP, INC. is headquartered in VENETIA, PA.
VALLEY BROOK CAPITAL GROUP, INC. serves 52 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, VALLEY BROOK CAPITAL GROUP, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
VALLEY BROOK CAPITAL GROUP, INC. manages $192 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, VALLEY BROOK CAPITAL GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.62
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 313
Discretionary Accounts: 311
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 122460
Last Filing Date: 2025-03-05 00:00:00
Website: https://valleybrookcg.com