David Wall
Wall Capital Group · Phoenix, Arizona
David Wall is a fee-only financial advisor at Wall Capital Group in Phoenix, Arizona, who holds the CFP credential. Wall Capital Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Wall Capital Group |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $294.7M across 1,487 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, IL · CRD 1513469 |
| Exams passed | Series 63 (1991) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.wallcapitalgroup.com |
How David's firm compares
- Wall Capital Group's average account is about $198,000, from its Form ADV (assets managed divided by 1,487 accounts).
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Questions about David
Is David Wall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Wall Capital Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Wall Capital Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Wall based?
David Wall is based in Phoenix, Arizona.
What credentials does David Wall hold?
David Wall holds the CFP credential.
Is David Wall registered with the SEC?
Yes. David Wall is registered as an investment adviser representative in AZ and IL (CRD 1513469), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wall Capital Group manage?
Wall Capital Group reports $294.7M across 1,487 accounts in assets under management.
How do I contact David Wall?
Through David's website, www.wallcapitalgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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