James Stocker
Wall Capital Group · Phoenix, Arizona
James Stocker is a fee-only financial advisor at Wall Capital Group in Phoenix, Arizona. 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 |
| SEC registration | Investment adviser representative in AZ, IL · CRD 8120247 |
| Exams passed | Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.wallcapitalgroup.com |
How James'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 James
Is James Stocker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, Wall Capital Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Stocker based?
James Stocker is based in Phoenix, Arizona.
Is James Stocker registered with the SEC?
Yes. James Stocker is registered as an investment adviser representative in AZ and IL (CRD 8120247), 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 James Stocker?
Through James'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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