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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-07-1993
- Office Locations
- 2
Office Locations
About Westwind Capital
Westwind Capital is an independent, fee-only advisory firm founded in 1993 that manages customized separately managed accounts for high-net-worth individuals. CFA and CFP professionals deliver individualized portfolio and estate-planning guidance, with portfolios often implemented using ETFs and fixed income including municipals. The firm serves clients across 40 states and emphasizes employee co-investment and continuity; it also directs a portion of management fees to a community foundation.
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Owner & Executives
ERIC MARSHALL WALTON
President
- CRD
- #4415201
- Ownership
- 50% but less than 75%
SCOTT FREDERICK KOZNEY
Portfolio Manager
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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MARCO A RODRIGUEZ
Financial Advisor, General Partner
- CRD
- #6398971
Showing 1 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $789,204,351 | $371,041 |
| Non-Discretionary | $6,729,248 | $1,682,312 |
| Total | $795,933,599 | $373,502 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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