Wall Capital Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$142,269,841
Clients
794
Advisors
3
across 2 offices
About
Wall Capital Group primarily serves individual investors—including high‑net‑worth clients—and provides advisory services for retirement accounts and select institutional plans. The firm offers discretionary investment management, personal financial planning, and non‑discretionary institutional consulting, and it also manages retirement plan participant accounts through third‑party platforms.
Its investment approach emphasizes strategic asset allocation implemented mainly with mutual funds and ETFs, combined with tactical tilts driven by macroeconomic, valuation, and momentum considerations; inverse and leveraged products are generally not used and portfolios are rebalanced when allocations move beyond established bands. Research from third‑party providers and integration with custodial trading and reporting support ongoing monitoring and manager evaluation.
Notably, the firm maintains an unusually high client‑to‑advisor load—more than 200 clients per advisor—so it relies on custodial platforms, referral arrangements, and technology to scale service delivery. The firm also discloses participation in external referral programs and participant‑management platforms and its advisors are licensed to recommend insurance products in certain states, all of which are identified in its brochure.
Client services
Expertise
Fee options
Flat fee for institutional consulting services; financial planning fees up to $2,500 annually, negotiable
$0.01 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.70% $2,000,001+: 0.60% $0 - $25,000,000: 0.10% $25,000,001 - $50,000,000: 0.05% $50,000,001+: 0.01% $0+: 0.25%
Account minimum: $50,000 Minimum fee: $5,000 annually minimum for institutional consulting services Fee-only: Flat fee for institutional consulting services (minimum $5,000 annually); financial planning fees up to $2,500 annually, negotiable
Main office
See office2550 W. Union Hills Drive, Suite 350
Phoenix AZ 85027
Advisors at this office
2
Offices (2)
Most active in
Arizona · Illinois
Also doing business as
Money Matters Financial Group Inc · Wall & Associates · Wall Capital Group, Inc. · Wall Wealth Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
James S
Series 65
Phoenix, AZ
Wall Capital Group, Inc.
James Stocker is a Series 65–licensed advisor at Wall Capital Group, Inc. in Phoenix, AZ, with experience beginning in 2025. Prior to joining Wall Capital Group, he worked at USAA for six years and spent six years at Grand Canyon University. Wall Capital Group serves primarily individual clients, including high-net-worth individuals and their retirement accounts, offering discretionary investment supervisory management, personal financial planning, and non-discretionary institutional consulting. The firm uses strategic asset-mix targets with tactical adjustments based on economic and market factors, managing accounts on a discretionary basis with continuous monitoring and quarterly reviews.
David W
CFP®, Series 63
Phoenix, AZ
Wall Capital Group, Inc.
David Wall is a CFP® with 27 years of experience in financial advisory services. He has been with Wall Capital Group, Inc. since 1990, contributing over three decades to the firm’s operations. The firm primarily serves individual clients, including high-net-worth individuals and their retirement accounts, offering discretionary investment supervisory management, personal financial planning, and non-discretionary institutional consulting. Wall Capital Group manages portfolios using strategic asset-mix targets and tactical adjustments based on macroeconomic factors, with client assets held at custodians such as Charles Schwab.
Alisha S
Series 65
Phoenix, AZ
Wall Capital Group, Inc.
Alisha Stocker is a financial advisor at Wall Capital Group, Inc. in Phoenix, AZ, holding a Series 65 designation with four years of industry experience. Prior to joining Wall Capital Group in 2018, she worked in education at Grand Canyon University from 2016 to 2018. Wall Capital Group primarily serves individual clients, including high-net-worth individuals and their retirement accounts, offering discretionary investment supervisory management, personal financial planning, and non-discretionary institutional consulting. The firm uses a strategic asset-mix approach with tactical adjustments based on economic conditions and manages accounts with continuous monitoring and regular reviews.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)