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Wall Capital Group, Inc.

● SEC registered since 1992CRD 105913SEC# 801-41815Phoenix, AZ
Export (members)
Reg. AUM
$107.5M
Employees
5
Accounts
1,212
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 $107.5 million in regulatory assets under management and employs 5 people.
www.wallcapitalgroup.comView on SEC.gov ↗

Wall Capital Group, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Alisha Michelle Stocker ControlVice PresidentUnder 5%2022
Colleen May Wall ControlSecretary50-75%1990
David Jerome Wall ControlPresident And Chief Compliance Officer50-75%1990

Frequently asked questions

How much does Wall Capital Group, Inc. manage?

Wall Capital Group, Inc. reports $107.5 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

Address2550 W. Union Hills Drive, Suite 350, Phoenix, AZ 85027
Phone623-242-6332
Fax623-242-6362
Office hours8:00a.m.-3:00p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1699803
Discloses disciplinary historyNo

Assets under management

Discretionary$102.8M
Non-discretionary$4.7M
Total (RAUM)$107.5M