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| Valley Brook Capital Group Inc
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|---|---|
| CRD # | 122460 |
| SEC # | 801-113710 |
| CIK # | 0001851418 |
| AUM | 223.3 M (2026-02-28) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 724-941-8625 |
| Address | 538 Valley Brook Road Venetia, PA 15367 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.9 | ||
| Microsoft Corp | 9.3 | ||
| J P Morgan Chase & Co | 5.4 | ||
| Caterpillar Inc | 5.4 | ||
| Nvidia Corp | 5.2 | ||
| AbbVie Inc | 5.0 | ||
| Broadcom Inc | 5.0 | ||
| Home Depot Inc | 4.5 | ||
| United Technologies Corp /DE/ | 3.8 | ||
| Amazon Com Inc | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 29.3 |
| (b) Individuals (high net worth individuals) | 59 | 159.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 21.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 13.6 |
| (n) Other | 0 | 0.0 |
| Total | 368 | 223.3 |
| By Discretionary | ||
| Discretionary | 365 | 201.9 |
| Non-Discretionary | 3 | 21.4 |
| Total | 368 | 223.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 223.3 | |
| Total | 368 | 223.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001851418] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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