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WALL CAPITAL GROUP, INC.

PHOENIX, AZ · CRD 105913 · IAPD ↗ · wallcapitalgroup.com · 623-242-6332

$294.7MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — WALL CAPITAL GROUP, INC. changed its website from wallwealthadvisors.com to wallcapitalgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
67
April 2026 — WALL CAPITAL GROUP, INC. reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
April 2026 — WALL CAPITAL GROUP, INC. reported RAUM up 174% ($107.5M -> $294.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2025 — WALL CAPITAL GROUP, INC. reported RAUM down 84% ($657.7M -> $107.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2025 — WALL CAPITAL GROUP, INC. shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
28
May 2024 — WALL CAPITAL GROUP, INC. changed its website from wallandassociates.org to wallwealthadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.