# Benjamin Martik

> Benjamin Martik is a fee-only financial advisor at Valley Brook Capital Group in Venetia, Pennsylvania, who holds the CFA credential. Valley Brook Capital Group reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/benjamin-martik/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Valley Brook Capital Group
- **Based in:** Venetia, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $223.3M across 368 accounts
- **Credentials:** CFA
- **CRD:** 6774926 (https://adviserinfo.sec.gov/individual/summary/6774926)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2017)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.mstcpas.com/wealthmanagement.php

## Frequently asked questions

### Is Benjamin Martik a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Valley Brook Capital Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Benjamin charge for financial advice?

Benjamin's firm, Valley Brook Capital Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Benjamin Martik based?

Benjamin Martik is based in Venetia, Pennsylvania.

### What credentials does Benjamin Martik hold?

Benjamin Martik holds the CFA credential.

### Is Benjamin Martik registered with the SEC?

Yes. Benjamin Martik is registered as an investment adviser representative in PA (CRD 6774926), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Valley Brook Capital Group manage?

Valley Brook Capital Group reports $223.3M across 368 accounts in assets under management.

### How do I contact Benjamin Martik?

Through Benjamin's website, www.mstcpas.com/wealthmanagement.php.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6774926): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.