Wall Investment Group, Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 125048
· SEC file 801-61785
·
· WWW.WALLINVESTMENTGROUP.COM
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ADV data as of May 12, 2026
- Regulatory AUM
- $85.0M
- Discretionary
- $85.0M
- Clients
- 142
- Avg AUM / client
- $598K
- Accounts
- 142
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 112 | $29.4M | 34.6% |
| High net worth individuals | 28 | $55.2M | 65.0% |
| Charitable organizations | 2 | $379K | 0.45% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Charles Wall | Registered representative | Feb 2003 (24y) | ||
| James William Robinson | Registered representative | Mar 2003 (23y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 981 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗