Westwind Capital
● SEC registered since 1993CRD 106802SEC# 801-43661Las Cruces, NM
Reg. AUM
$795.9M
Employees
10
Accounts
2,131
Location
Las Cruces, NM
About Westwind Capital
Westwind Capital is an independent investment management firm that emphasizes transparent, concierge-level service and a disciplined, time-tested approach to asset management.
Summary based on the firm’s website.
Westwind Capital assets under management
Westwind Capital operates as an SEC-registered investment adviser based in Las Cruces, NM. The firm has been registered since 1993. It reports $795.9 million in regulatory assets under management and employs 10 people.
Westwind Capital owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Marshall Walton Control | President | 50-75% | 2010 |
| Jolie Tixier | Shareholder | Under 5% | 2026 |
| Jonathan Michael Stirling | Shareholder | Under 5% | 2026 |
| Patrick M Grooms | Shareholder | 5-10% | 2018 |
| Scott Frederick Kozney | Shareholder | 10-25% | 2018 |
| Scott Michael Lieberwirth | Shareholder | Under 5% | 2026 |
| Sheila Christine Walton Control | Chief Compliance Officer | Under 5% | 2010 |
Frequently asked questions
How much does Westwind Capital manage?
Westwind Capital reports $795.9 million in regulatory assets under management on its Form ADV.
How many employees does Westwind Capital have?
Westwind Capital reports 10 employees.
Where is Westwind Capital located?
Westwind Capital is based in Las Cruces, NM and has been SEC-registered since 1993.
Does Westwind Capital disclose fund performance?
Westwind Capital is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1800 S. Telshor, Las Cruces, NM 88011 |
| Phone | 575-556-8500 |
| Fax | 575-556-8510 |
| Office hours | 7:30a.m.-4:30 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 899763 |
| Discloses disciplinary history | No |
Regulatory AUM
$795.9M▲ 11%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,369 advisers
EmployeesTop 40%
More than 60% of 16,804 advisers
Assets under management
$795.9Mregulatory AUM
Discretionary $789.2MNon-discretionary $6.7M