# VALLEY BROOK CAPITAL GROUP

VALLEY BROOK CAPITAL GROUP of VENETIA, PA is an SEC-registered investment adviser.

## Registration

- CRD: 122460
- Type: SEC-registered investment adviser
- SEC file number: 801-113710
- Location: 538 VALLEY BROOK ROAD, VENETIA, PA, 15367
- Phone: 724-941-8625
- Latest filing: 2026-02-28
- Regulatory AUM: $223.3M
- Discretionary AUM: $201.9M
- Non-discretionary AUM: $21.4M
- Clients: 6
- Accounts: 368

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Jayme Alan Russo | PRINCIPAL | — |
| Gregory Jon Martik | PRINCIPAL | — |
| Robert Michael Pulit | PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| Benjamin Louis Martik | ASSOCIATE | — |
| CALFO ALBERT FRANCIS | PRESIDENT; PRINCIPAL | — |
| OSTERHAUS LISA CATHERINE | PRINCIPAL; PRINCIPAL/CHIEF COMPLIANCE OFFICER; SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | — |
| RUSSO JAYME ALAN | PRINCIPAL; VICE PRESIDENT | — |
| MARTIK GREGORY JON | PRINCIPAL; VICE PRESIDENT | — |
| PULIT ROBERT MICHAEL | CHIEF COMPLIANCE OFFICER; PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| CALFO LEE ALBERT | PRINCIPAL | — |
| Martik Benjamin Louis | ASSOCIATE | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| KITTANNING | PA | 2 | 724-543-1135 |
| PITTSBURGH | PA | 2 | 412-635-9314 |
| KITTANNING | PA | 2 | 724-543-1135 |
| PITTSBURGH | PA | 2 | 412-635-9314 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122460/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122460/similar
- Related entities: https://search.stillhousedata.com/firm/122460/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122460

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.