Wall Capital Group, Inc.
Firm details
- Headquarters
- Phoenix, Arizona
- CRD number
- 105913
- Registered since
- June 25, 1992
- Website
- wallcapitalgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- State / Municipal Government50.14%
- Individuals31.52%
- HNWI16.76%
- Charitable Organizations0.91%
- Other Investment Advisers0.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wall Capital Group, Inc. is an independent registered investment adviser organized as a corporation and operating since 1992. The firm is owned by an individual and positions itself as a capital allocator for both individual/family and institutional clients. Its billing mixes AUM-based fees and fixed-fee arrangements. Core advisory services listed on its ADV include financial planning, portfolio management for individuals, small businesses and larger institutions, pension consulting, and selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities5%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Contacts
3 of 4
James Stocker
Portfolio AnalystCRD 8120247
Colleen Wall
SecretaryCRD 4363689
David Wall
FounderCRD 1513469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$146M in ETFs
77%
$113M
23%
$33.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND (PYLD) | PIMCO | Active | Multisector Bond | $33.4M | 1,276,200 | 22.82% |
Location
Phoenix, AZ
Maricopa
Location
Phoenix, AZ
Headquartered in Phoenix, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 2550 W Union Hills Dr
- Time zone
- MT (UTC-7)
- Office locations
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