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 founded in 1992 and owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and selection of other advisers. Wall Capital operates as a capital allocator, deploying client capital across internal portfolios and third‑party managers. Its fee arrangements include percentage‑of‑AUM and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 56Active vs passive
$210M in ETFs
82%
$171M
18%
$38.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND (PYLD) | PIMCO | Active | Multisector Bond | $38.1M | 1,437,849 | 18.16% |
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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