Wall Capital Group, Inc.

RIASEC Registered

Total AUM

$295M

Discretionary

$132M

45% of AUM

Avg account

$198K

Accounts

1,487

Employees

Advisory reps

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

FINTRX

Overview

Wall Capital Group, Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 1992. The firm serves both individuals and families as well as institutional clients, positioning itself as a capital allocator that combines financial planning with discretionary and non-discretionary portfolio management. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and selecting outside managers. Fee arrangements are a mix of percentage-of-AUM and fixed fees. The firm does not describe itself as an active ESG investor.