Westwind Capital

Overview

Westwind Capital is an SEC registered investment adviser based in Las Cruces, NM, registered since 1993. It reports $796M in assets under management across 2,131 accounts, with 10 employees. It has 5 investment adviser representatives.

Reported AUM

$796M

Discretionary

99%

Accounts

2,131

Average account

$374K

Employees

10

Advisory reps

5

Registered since

1993

Jurisdictions

10

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets

Executive officers 3 of 7

• Eric Marshall Walton President CRD 4415201
• Sheila Christine Walton Vice President, Chief Compliance Officer, Treasurer CRD 2754786
• Jolie Tixier Shareholder CRD 7521051

4 more executive officers, with direct contact details

Advisory reps 3 of 5

• Patrick M Grooms Investment Adviser Rep CRD 5721859
• Scott Michael Lieberwirth Investment Adviser Rep CRD 7308268
• Jonathan Michael Stirling Investment Adviser Rep CRD 5718105

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1800 S Telshor Blvd
Las Cruces, NM 88011

County

Dona Ana

Metro area

Las Cruces, NM

Region

West

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: ww-capital.com

Every state, with registration dates

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