Gregory Martik
Valley Brook Capital Group · Venetia, Pennsylvania
Gregory Martik is a fee-only financial advisor at Valley Brook Capital Group in Venetia, Pennsylvania, who holds the CFP credential. Valley Brook Capital Group reports charging a percentage of assets and hourly fees on its Form ADV.
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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 | CFP |
| SEC registration | Investment adviser representative in PA · CRD 1296865 |
| Exams passed | Series 63 (1984) · Series 65 (1994) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.mstcpas.com/wealthmanagement.php |
How Gregory's firm compares
- Valley Brook Capital Group's average account is about $607,000, from its Form ADV (assets managed divided by 368 accounts).
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Questions about Gregory
Is Gregory Martik a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory 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 Gregory charge for financial advice?
Gregory's firm, Valley Brook Capital Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Gregory Martik based?
Gregory Martik is based in Venetia, Pennsylvania.
What credentials does Gregory Martik hold?
Gregory Martik holds the CFP credential.
Is Gregory Martik registered with the SEC?
Yes. Gregory Martik is registered as an investment adviser representative in PA (CRD 1296865), 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 Gregory Martik?
Through Gregory'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.
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