W
$294.7M Total AUM
$132.0M Disc. AUM
-22.9% 3Y CAGR
5 Employees
799 ADV. Clients
36 yrs Firm Age
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-1990
- Office Locations
- 2
Office Locations
2550 W. Union Hills Drive Suite 350 Phoenix AZ
-- Phoenix AZ
About Wall Capital Group, Inc.
Wall Capital Group, Inc. is a Phoenix-based RIA with 2 offices. The firm has been operating for 36 years. Managing $294.7M in total assets under management, with 3 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company.
Team overview
54 AVG AGE
$98.2M AVG AUM / ADVISOR
$368.8K AVG AUM / CLIENT
17.5 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
36yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
C
COLLEEN MAY WALL
Secretary
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
D
DAVID JEROME WALL
Chief Compliance Officer, President
- CRD
- #1513469
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 3 owners & executives
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J
James Lee Stocker
--
- CRD
- #8120247
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,017,302 | $96,082 |
| Non-Discretionary | $162,643,941 | $1,439,327 |
| Total | $294,661,243 | $198,158 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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