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| Keyboard |
| Wall Capital Group Inc
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|---|---|
| CRD # | 105913 |
| SEC # | 801-41815 |
| CIK # | 0001699803 |
| AUM | 294.7 M (2026-04-20) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 623-242-6332 |
| Address | 2550 W Union Hills Drive Phoenix, AZ 85027 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 760 | 92.9 |
| (b) Individuals (high net worth individuals) | 34 | 49.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.7 |
| (i) State or municipal government entities | 5 | 147.7 |
| (j) Other investment advisers | 0 | 1.9 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,487 | 294.7 |
| By Discretionary | ||
| Discretionary | 1,374 | 132.0 |
| Non-Discretionary | 113 | 162.6 |
| Total | 1,487 | 294.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 294.7 | |
| Total | 1,487 | 294.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001699803] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Union Heritage Capital
✚
|
MI | 295.2 M |
|
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Bright Futures Wealth Management LLC
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NY | 294.5 M |
|
Estate Management Counselors LLC
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|
Eagle Bluffs Wealth Management LLC
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|
MC Byrd Wealth Management LLC
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