Benjamin Martik
Valley Brook Capital Group · Venetia, Pennsylvania
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.
Request an introduction to Benjamin →
Facts
| Firm | Valley Brook Capital Group |
|---|---|
| Based in | Venetia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $223.3M across 368 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA · CRD 6774926 |
| Exams passed | Series 65 (2017) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.mstcpas.com/wealthmanagement.php |
How Benjamin's firm compares
- Valley Brook Capital Group's average account is about $607,000, from its Form ADV (assets managed divided by 368 accounts).
Request an introduction to Benjamin
Tell Benjamin a little about what you're looking for. Benjamin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Benjamin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.