Investment adviser · CRD 105913
WALL CAPITAL GROUP, INC.
Investment adviser filing (IA)
PHOENIX, AZ, United States · Form ADV filed Apr 20, 2026
- Regulatory AUM
- $295M Form ADV · Item 5.F
- Client accounts
- 1,487 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | 5 | $147,737,842 | 50.1% |
| Individuals | 760 | $92,881,938 | 31.5% |
| High-net-worth individuals | 34 | $49,387,903 | 16.8% |
| Charities | Fewer than 5 | $2,677,701 | 0.9% |
| Other investment advisers | Fewer than 5 | $1,949,741 | 0.7% |
| Corporations & businesses | Fewer than 5 | $26,118 | 0.0% |
Filing source
Form ADV 2096542 · Apr 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
2550 W. UNION HILLS DRIVE, SUITE 350PHOENIX, AZ, 85027, United States
CRD 105913
Filing source
Form ADV 2096542 · Apr 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.