Wall Capital Group, Inc.
● SEC registered since 1992CRD 105913SEC# 801-41815Phoenix, AZ
Reg. AUM
$294.7M
Employees
5
Accounts
1,487
Location
Phoenix, AZ
Wall Capital Group, Inc. assets under management
Wall Capital Group, Inc. is an investment advisory firm registered with the SEC based in Phoenix, AZ. The firm has been registered since 1992. It reports $294.7 million in regulatory assets under management and employs 5 people.
Wall Capital Group, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alisha Michelle Stocker Control | Vice President | Under 5% | 2022 |
| Colleen May Wall Control | Secretary | 50-75% | 1990 |
| David Jerome Wall Control | President And Chief Compliance Officer | 50-75% | 1990 |
Frequently asked questions
How much does Wall Capital Group, Inc. manage?
Wall Capital Group, Inc. reports $294.7 million in regulatory assets under management on its Form ADV.
How many employees does Wall Capital Group, Inc. have?
Wall Capital Group, Inc. reports 5 employees.
Where is Wall Capital Group, Inc. located?
Wall Capital Group, Inc. is based in Phoenix, AZ and has been SEC-registered since 1992.
Does Wall Capital Group, Inc. disclose fund performance?
Wall Capital Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2550 W. Union Hills Drive, Suite 350, Phoenix, AZ 85027 |
| Phone | 623-242-6332 |
| Fax | 623-242-6362 |
| Office hours | 8:00a.m.-3:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1699803 |
| Discloses disciplinary history | No |
Regulatory AUM
$294.7M▲ 174%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$294.7Mregulatory AUM
Discretionary $132MNon-discretionary $162.6M