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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wallace Advisory Group have?","answer":"Wallace Advisory Group has 1 investment adviser representative registered with state securities authorities, out of 4 employees, and 1 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wallace Advisory Group invest in?","answer":"At the end of its last fiscal year, Wallace Advisory Group’s separately managed accounts held 40% exchange-traded equities, 25% high-yield corporate bonds, 15% state and local bonds, 10% investment grade corporate bonds, 5% U.S. government and agency bonds and 5% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wallace Advisory Group?","answer":"Wallace Advisory Group’s direct owner is Joseph Wallace (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wallace Advisory Group get paid?","answer":"Wallace Advisory Group is paid through a percentage of assets under management and fixed fees. 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