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WALL CAPITAL GROUP, INC.
CRD 105913File 801-41815
APPROVED
Retail clients
Filing as of Apr 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$294.7M
Below cohort median (national)
Discretionary AUM
$132.0M
Non-discretionary $162.6M
Clients
799
1,487 accounts
Employees
5
Above cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 25, 1992
- Principal office
- 2550 W. UNION HILLS DRIVE, SUITE 350, PHOENIX, AZ, 85027
- Phone
- 623-242-6332
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $294.7M
- Discretionary AUM
- $132.0M
- Non-discretionary AUM
- $162.6M
- Discretionary accounts
- 1,374
- Non-discretionary accounts
- 113
- Total accounts
- 1,487
- AUM per client
- $369K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $26K |
| Charitable organizations | Fewer than 5 | $2.7M |
| Other investment advisers | Fewer than 5 | $1.9M |
| High net worth individuals | 34 | $49.4M |
| State or municipal government entities | 5 | $147.7M |
| Individuals (other than high net worth individuals) | 760 | $92.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.