# WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS

WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS of MISSION VIEJO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 106268
- Type: SEC-registered investment adviser
- SEC file number: 801-113658
- Location: 27201 PUERTA REAL, SUITE 465, MISSION VIEJO, CA, 92691
- Phone: 949-367-1961
- Latest filing: 2026-03-30
- Regulatory AUM: $233.3M
- Discretionary AUM: $201.1M
- Non-discretionary AUM: $32.2M
- Clients: 4
- Accounts: 348

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Scott Douglas Walker | CHAIRMAN & CEO; TRUSTEE | — |
| Warren Boyd Isenberg | PRESIDENT & CCO | — |
| WALKER SCOTT DOUGLAS | ACTIVE; CHAIRMAN & CEO; PRESIDENT (+1 more) | — |
| ISENBERG WARREN BOYD | CHIEF COMPLIANCE OFFICER; PRESIDENT & CCO; VICE PRESIDENT (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106268/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106268/similar
- Related entities: https://search.stillhousedata.com/firm/106268/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106268

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
