Phoenix, AZ W. Union Hills Drive Office
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Wall Capital Group, Inc.
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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.
Based on Wall Capital Group, Inc.
Expertise
Based on Wall Capital Group, Inc.
Location
2550 W. Union Hills Drive, Suite 350
Phoenix AZ 85027
Advisors at this office
2
Advisors at this office
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.
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.
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