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WALKER FINANCIAL ADVISORS INC
Legal name: WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS
CRD 106268File 801-113658
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$233.3M
Below cohort median (national)
Discretionary AUM
$201.1M
Non-discretionary $32.2M
Clients
178
348 accounts
Employees
4
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 24, 2018
- Principal office
- 27201 PUERTA REAL, SUITE 465, MISSION VIEJO, CA, 92691
- Phone
- 949-367-1961
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $233.3M
- Discretionary AUM
- $201.1M
- Non-discretionary AUM
- $32.2M
- Discretionary accounts
- 347
- Non-discretionary accounts
- 1
- Total accounts
- 348
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 57 | $154.2M |
| State or municipal government entities | Fewer than 5 | $32.2M |
| Individuals (other than high net worth individuals) | 121 | $46.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.