Wall Capital Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Phoenix, AZ. Its latest Form ADV filing, dated April 20, 2026, reports $295M in regulatory assets under management, 5 employees, and 1,487 accounts.
Assets Under Management
$295M
Employees
5
Offices
--
Total Clients
799
Primary office
PHOENIX, AZ
2550 W. UNION HILLS DRIVE, SUITE 350, PHOENIX, AZ, United States
Top client segmentIndividuals represent 95.1% of total clients.
Top client categories% of clientsClients
1
Individuals
95.1%
760
2
HNWI
4.3%
34
3
Government
0.6%
5
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$295Mas of April 20, 2026
Discretionary44.8%
$132M
45% of total RAUM44.8%
Non-discretionary55.2%
$163M
55% of total RAUM55.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$295M
Total Accounts1,487
10Y AUM Change$-618M (-67.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee160:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.