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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between November 6, 2025 and August 3, 2026, reported AUM increased 11.3%, from $715.1M to $795.9M.
Across 5 reported observations, AUM increased 34.2% between December 9, 2022 and August 3, 2026, from $593.1M to $795.9M.
Of the latest reported AUM, 99.2% is discretionary and 0.8% is non-discretionary.
The firm reports 7 advisory representatives and 1,136 clients, or 162.3 clients per representative. That equates to $700.6K in reported AUM per client.
The profile lists 2 reported office locations and 33 years in operation. The source data was last updated on August 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Westwind Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
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| 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
SMA allocation detail is available
Westwind Capital has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Westwind Capital's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.