|
⚲
|
| Wall Capital Group Inc
✚
|
|
|---|---|
| CRD # | 105913 |
| SEC # | 801-41815 |
| CIK # | 0001699803 |
| AUM | $294.7 M (2026-04-20) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 623-242-6332 |
| Address | 2550 W Union Hills Drive Phoenix, AZ 85027 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 760 | 92.9 |
| (b) Individuals (high net worth individuals) | 34 | 49.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.7 |
| (i) State or municipal government entities | 5 | 147.7 |
| (j) Other investment advisers | 0 | 1.9 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,487 | 294.7 |
| By Discretionary | ||
| Discretionary | 1,374 | 132.0 |
| Non-Discretionary | 113 | 162.6 |
| Total | 1,487 | 294.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 294.7 | |
| Total | 1,487 | 294.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001699803] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Union Heritage Capital
✚
|
MI | 0.3 |
|
Douglas Capital Management Inc
✚
|
FL | 0.3 |
|
Marmo Financial Group LLC
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|
TN | 0.3 |
|
Carpenter Claydon Advisors Inc
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|
FL | 0.3 |
|
Pilgrims Capital Advisors Inc
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|
MI | 0.3 |
|
Madison Park Capital Advisors LLC
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|
WA | 0.3 |
|
Bright Futures Wealth Management LLC
✚
|
NY | 0.3 |
|
Estate Management Counselors LLC
✚
|
GA | 0.3 |
|
Eagle Bluffs Wealth Management LLC
✚
|
MO | 0.3 |
|
MC Byrd Wealth Management LLC
✚
|
TX | 0.3 |