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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

VALLEY BROOK CAPITAL GROUP

VALLEY BROOK CAPITAL GROUP, INC., CRD 122460

VENETIA, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2434bb0a-5c8d-4ff9-4dd7-0e2b09ce0dfb

Data as of Feb 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 1
On other graphs: 0
Observed: Dec 14, 2011 to Feb 28, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.84 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $223MItem 5.F on the latest filing (2026-02-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $202M
Private client RAUM: $188MderivedItem 5.D individuals plus high net worth individuals
Private client share: 84%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $37.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 6
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 368
Individual clients: 137
High net worth clients: 59
Custody, client assets: $77.6M
SEC number: 801-113710
CIK: 1851418
CRD: 122460
Filings on the tape: 17
First filed: Dec 14, 2011
Latest filed: Feb 28, 2026
Organised: Corporation, PA
Website: valleybrookcg.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GREGORY JON MARTIK	Certified Financial Planner	VENETIA, PA	21	41	n/a	no
JAYME ALAN RUSSO	n/a	VENETIA, PA	21	30	n/a	no
ROBERT MICHAEL PULIT	n/a	VENETIA, PA	19	38	n/a	no
Benjamin Louis Martik	Chartered Financial Analyst	VENETIA, PA	9	11	n/a	no
DANIEL WILLIAM YEAGER	n/a	Pittsburgh, PA \| VENETIA, PA \| Kittanning, PA	7	11	n/a	no
RICHARD JOHN TICE	n/a	Kittanning, PA \| PITTSBURGH, PA \| VENETIA, PA	7	18	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MARTIK, GREGORY, JON	Principal	C	yes	03/2006	Dec 14, 2011	Mar 22, 2024
PULIT, ROBERT, MICHAEL	PRINCIPAL/CHIEF COMPLIANCE OFFICER	C	yes	07/2009	Dec 14, 2011	Mar 22, 2024
RUSSO, JAYME, ALAN	Principal	C	yes	03/2006	Dec 14, 2011	Mar 22, 2024
Martik, Benjamin, Louis	Associate	A	no	01/2017	Jun 27, 2018	Mar 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DANIEL WILLIAM YEAGER	n/a	n/a	n/a	N	no	n/a
MARK S. MCCALL	n/a	n/a	n/a	N	no	n/a
RICHARD JOHN TICE	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Kittanning	Pa	United States	3	no
Pittsburgh	Pa	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 28, 2026	$223M	$202M	6	6	2	n/a	n/a
2024	Mar 5, 2025	$192M	$177M	7	7	2	n/a	n/a
2023	Mar 22, 2024	$169M	$155M	7	7	2	n/a	n/a
2022	Feb 22, 2023	$156M	$141M	7	7	2	n/a	n/a
2021	Mar 8, 2022	$178M	$161M	7	7	2	n/a	n/a
2020	Mar 9, 2021	$139M	$128M	7	7	2	n/a	n/a
2019	Feb 25, 2020	$130M	$120M	7	7	2	n/a	n/a
2018	Mar 11, 2019	$107M	$99.3M	7	7	2	n/a	n/a
2011	Feb 29, 2012	$61.3M	$16.9M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$223M	$192M	16.2%	$156M	12.7%	6	7	2	2

Relationships

Registered with (10)

← DANIEL WILLIAM YEAGERAdvisorregistration: current employment
Oct 23, 2018 to presentfactForm ADV
← RICHARD JOHN TICEAdvisorregistration: current employment
Oct 23, 2018 to presentfactForm ADV
← Benjamin Louis MartikAdvisorregistration: current employment
Apr 24, 2017 to presentfactForm ADV
← ROBERT MICHAEL PULITAdvisorregistration: current employment
Mar 23, 2007 to presentfactForm ADV
← JAYME ALAN RUSSOAdvisorregistration: current employment
Dec 23, 2004 to presentfactForm ADV
← GREGORY JON MARTIKAdvisorregistration: current employment
Nov 23, 2004 to presentfactForm ADV
← Marne Luke DeSantisAdvisorregistration: previous registration
May 21, 2010 to Nov 10, 2011factForm ADV
← James Drew HarringtonAdvisorregistration: previous registration
May 21, 2010 to Nov 10, 2011factForm ADV
← LEE ALBERT CALFOAdvisorregistration: previous registration
May 21, 2010 to Nov 10, 2011factForm ADV
← GREGORY FRANK BUMGARNERAdvisorregistration: previous registration
Apr 21, 2005 to Sep 14, 2011factForm ADV

Controls (3)

← MARTIK, GREGORY, JONOwnerPRINCIPAL, ownership code C, individual
Dec 14, 2011 to Mar 22, 2024factForm ADV
← PULIT, ROBERT, MICHAELOwnerPRINCIPAL/CHIEF COMPLIANCE OFFICER, ownership code C, individual
Dec 14, 2011 to Mar 22, 2024factForm ADV
← RUSSO, JAYME, ALANOwnerPRINCIPAL, ownership code C, individual
Dec 14, 2011 to Mar 22, 2024factForm ADV

Owns (1)

← Martik, Benjamin, LouisOwnerASSOCIATE, ownership code A, individual
Jun 27, 2018 to Mar 22, 2024factForm ADV

Dated events

Occurred
Jun 27, 2018
First Form ADV filing
Bluestone Wealth Advisors, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2434bb0a-5c8d-4ff9-4dd7-0e2b09ce0dfb
First observed: Dec 14, 2011
Last observed: Feb 28, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VALLEY BROOK CAPITAL GROUP

VALLEY BROOK CAPITAL GROUP, INC., CRD 122460

VENETIA, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2434bb0a-5c8d-4ff9-4dd7-0e2b09ce0dfb

Data as of Feb 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:51 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GREGORY JON MARTIK

Certified Financial Planner

VENETIA, PA

n/a

JAYME ALAN RUSSO

n/a

VENETIA, PA

n/a

ROBERT MICHAEL PULIT

n/a

VENETIA, PA

n/a

Benjamin Louis Martik

Chartered Financial Analyst

VENETIA, PA

n/a

DANIEL WILLIAM YEAGER

n/a

Pittsburgh, PA | VENETIA, PA | Kittanning, PA

n/a

RICHARD JOHN TICE

n/a

Kittanning, PA | PITTSBURGH, PA | VENETIA, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MARTIK, GREGORY, JON

Principal

yes

03/2006

Dec 14, 2011

Mar 22, 2024

PULIT, ROBERT, MICHAEL

PRINCIPAL/CHIEF COMPLIANCE OFFICER

yes

07/2009

Dec 14, 2011

Mar 22, 2024

RUSSO, JAYME, ALAN

Principal

yes

03/2006

Dec 14, 2011

Mar 22, 2024

Martik, Benjamin, Louis

Associate

01/2017

Jun 27, 2018

Mar 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DANIEL WILLIAM YEAGER

n/a

MARK S. MCCALL

n/a

RICHARD JOHN TICE

n/a

City

State

Country

Employees

Also broker-dealer

Kittanning

United States

Pittsburgh

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 28, 2026

$223M

$202M

n/a

2024

Mar 5, 2025

$192M

$177M

n/a

2023

Mar 22, 2024

$169M

$155M

n/a

2022

Feb 22, 2023

$156M

$141M

n/a

2021

Mar 8, 2022

$178M

$161M

n/a

2020

Mar 9, 2021

$139M

$128M

n/a

2019

Feb 25, 2020

$130M

$120M

n/a

2018

Mar 11, 2019

$107M

$99.3M

n/a

2011

Feb 29, 2012

$61.3M

$16.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$223M

$192M

16.2%

$156M

12.7%