WALL CAPITAL GROUP, INC.
CRD #105913 SEC #801-41815 PHOENIX, AZ 623-242-6332
SEC Registered
Total AUM
$107.5M
Discretionary
$102.8M
Employees
5
Clients
25
Accounts
1,212
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $107.5M | $102.8M | $4.7M | 5 | 0 |
| Oct 2024 | $657.7M | $259.6M | $398.1M | 6 | 0 |
| Apr 2024 | $657.7M | $259.6M | $398.1M | 6 | 0 |
| Mar 2024 | $657.7M | $259.6M | $398.1M | 6 | 0 |
| Jan 2024 | $630.2M | $143.6M | $486.7M | 6 | 0 |
| Apr 2023 | $630.2M | $143.6M | $486.7M | 6 | 0 |
| Mar 2023 | $630.2M | $143.6M | $486.7M | 6 | 0 |
| Mar 2023 | $630.2M | $143.6M | $486.7M | 6 | 0 |
| Oct 2022 | $1.6B | $526.5M | $1.1B | 6 | 0 |
| Mar 2022 | $1.6B | $526.5M | $1.1B | 6 | 0 |
| Feb 2022 | $1.5B | $517.7M | $986.3M | 6 | 0 |
| Mar 2021 | $1.5B | $517.7M | $986.3M | 6 | 0 |
| Oct 2020 | $1.4B | $435.1M | $1B | 7 | 0 |
| Jun 2020 | $1.4B | $435.1M | $1B | 7 | 0 |
| Mar 2020 | $1.4B | $435.1M | $1B | 7 | 0 |
| Mar 2019 | $1.1B | $351.8M | $736.4M | 7 | 0 |
| Jun 2018 | $1.1B | $332.6M | $728.8M | 7 | 0 |
| Mar 2018 | $1.1B | $332.6M | $728.8M | 7 | 0 |
| Sep 2017 | $912.2M | $312.5M | $599.7M | 6 | 200 |
| Aug 2017 | $912.2M | $312.5M | $599.7M | 6 | 200 |
| Mar 2017 | $912.2M | $312.5M | $599.7M | 6 | 200 |
| Mar 2016 | $839.1M | $253.9M | $585.2M | 4 | 26 |
| Oct 2015 | $840.3M | $231.4M | $608.8M | 4 | 26 |
| Mar 2015 | $840.3M | $231.4M | $608.8M | 4 | 26 |
| Nov 2014 | $779M | $239.4M | $539.6M | 4 | 26 |
| Sep 2014 | $779M | $239.4M | $539.6M | 4 | 26 |
| Apr 2014 | $779M | $239.4M | $539.6M | 4 | 26 |
| Mar 2014 | $461.3M | $239.4M | $221.9M | 4 | 26 |
| Mar 2013 | $646.8M | $209.6M | $437.2M | 4 | 26 |
| Mar 2012 | $618.3M | $204.5M | $413.8M | 1 | 26 |
| Mar 2010 | $574.2M | $199.1M | $375.1M | 5 | -- |
| Oct 2009 | $496.8M | $175.9M | $320.8M | 5 | -- |
| Feb 2009 | $496.8M | $175.9M | $320.8M | 5 | -- |
| Feb 2007 | $522.8M | $149.7M | $373.1M | 5 | -- |
| Mar 2006 | $515.4M | $143M | $372.4M | 5 | -- |
| Sep 2005 | $486.9M | $122.3M | $364.6M | 5 | -- |
| Mar 2002 | $348.8M | $5.9M | $342.8M | 5 | -- |
DateMar 2025
Total AUM$107.5M
Discretionary$102.8M
Non-Disc.$4.7M
Employees5
Clients0
DateOct 2024
Total AUM$657.7M
Discretionary$259.6M
Non-Disc.$398.1M
Employees6
Clients0
DateApr 2024
Total AUM$657.7M
Discretionary$259.6M
Non-Disc.$398.1M
Employees6
Clients0
DateMar 2024
Total AUM$657.7M
Discretionary$259.6M
Non-Disc.$398.1M
Employees6
Clients0
DateJan 2024
Total AUM$630.2M
Discretionary$143.6M
Non-Disc.$486.7M
Employees6
Clients0
DateApr 2023
Total AUM$630.2M
Discretionary$143.6M
Non-Disc.$486.7M
Employees6
Clients0
DateMar 2023
Total AUM$630.2M
Discretionary$143.6M
Non-Disc.$486.7M
Employees6
Clients0
DateMar 2023
Total AUM$630.2M
Discretionary$143.6M
Non-Disc.$486.7M
Employees6
Clients0
DateOct 2022
Total AUM$1.6B
Discretionary$526.5M
Non-Disc.$1.1B
Employees6
Clients0
DateMar 2022
Total AUM$1.6B
Discretionary$526.5M
Non-Disc.$1.1B
Employees6
Clients0
DateFeb 2022
Total AUM$1.5B
Discretionary$517.7M
Non-Disc.$986.3M
Employees6
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$517.7M
Non-Disc.$986.3M
Employees6
Clients0
DateOct 2020
Total AUM$1.4B
Discretionary$435.1M
Non-Disc.$1B
Employees7
Clients0
DateJun 2020
Total AUM$1.4B
Discretionary$435.1M
Non-Disc.$1B
Employees7
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$435.1M
Non-Disc.$1B
Employees7
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$351.8M
Non-Disc.$736.4M
Employees7
Clients0
DateJun 2018
Total AUM$1.1B
Discretionary$332.6M
Non-Disc.$728.8M
Employees7
Clients0
DateMar 2018
Total AUM$1.1B
Discretionary$332.6M
Non-Disc.$728.8M
Employees7
Clients0
DateSep 2017
Total AUM$912.2M
Discretionary$312.5M
Non-Disc.$599.7M
Employees6
Clients200
DateAug 2017
Total AUM$912.2M
Discretionary$312.5M
Non-Disc.$599.7M
Employees6
Clients200
DateMar 2017
Total AUM$912.2M
Discretionary$312.5M
Non-Disc.$599.7M
Employees6
Clients200
DateMar 2016
Total AUM$839.1M
Discretionary$253.9M
Non-Disc.$585.2M
Employees4
Clients26
DateOct 2015
Total AUM$840.3M
Discretionary$231.4M
Non-Disc.$608.8M
Employees4
Clients26
DateMar 2015
Total AUM$840.3M
Discretionary$231.4M
Non-Disc.$608.8M
Employees4
Clients26
DateNov 2014
Total AUM$779M
Discretionary$239.4M
Non-Disc.$539.6M
Employees4
Clients26
DateSep 2014
Total AUM$779M
Discretionary$239.4M
Non-Disc.$539.6M
Employees4
Clients26
DateApr 2014
Total AUM$779M
Discretionary$239.4M
Non-Disc.$539.6M
Employees4
Clients26
DateMar 2014
Total AUM$461.3M
Discretionary$239.4M
Non-Disc.$221.9M
Employees4
Clients26
DateMar 2013
Total AUM$646.8M
Discretionary$209.6M
Non-Disc.$437.2M
Employees4
Clients26
DateMar 2012
Total AUM$618.3M
Discretionary$204.5M
Non-Disc.$413.8M
Employees1
Clients26
DateMar 2010
Total AUM$574.2M
Discretionary$199.1M
Non-Disc.$375.1M
Employees5
Clients--
DateOct 2009
Total AUM$496.8M
Discretionary$175.9M
Non-Disc.$320.8M
Employees5
Clients--
DateFeb 2009
Total AUM$496.8M
Discretionary$175.9M
Non-Disc.$320.8M
Employees5
Clients--
DateFeb 2007
Total AUM$522.8M
Discretionary$149.7M
Non-Disc.$373.1M
Employees5
Clients--
DateMar 2006
Total AUM$515.4M
Discretionary$143M
Non-Disc.$372.4M
Employees5
Clients--
DateSep 2005
Total AUM$486.9M
Discretionary$122.3M
Non-Disc.$364.6M
Employees5
Clients--
DateMar 2002
Total AUM$348.8M
Discretionary$5.9M
Non-Disc.$342.8M
Employees5
Clients--