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Firm profile

Walker Financial Advisors Inc.

MISSION VIEJO, CACRD 106268Latest ADV March 30, 2026

Walker Financial Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Mission Viejo, CA. Its latest Form ADV filing, dated March 30, 2026, reports $233M in regulatory assets under management, 4 employees, and 348 accounts.

Assets Under Management
$233M
Employees
4
Offices
--
Total Clients
178
Primary office
MISSION VIEJO, CA
27201 PUERTA REAL, SUITE 465, MISSION VIEJO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOScott D. Walker
CCOWarren B. Isenberg

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 68.0% of total clients.
Top client categories% of clientsClients
1
Individuals
68.0%
121
2
HNWI
32.0%
57
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$233Mas of March 30, 2026
Discretionary86.2%
$201M
86% of total RAUM86.2%
Non-discretionary13.8%
$32M
14% of total RAUM13.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$233M
Total Accounts348
10Y AUM Change+$104M (+80.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee45:1
10Y Employee Change+1 (+33.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

This firm has a multi year gap in available SEC ADV filing history between 2012 and 2018. Charts show the most recent available filing segment under this CRD.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.