Eric Walton
Advisor at Westwind Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Westwind Capital
Location
Las Cruces, NM 88011
Credentials
Series 66
Industry experience
22 years
About
Eric Walton is a financial advisor at Westwind Capital with 22 years of industry experience. He holds a Series 66 designation and previously spent 21 years at Spence Asset Management. Outside of his advisory role, he is a partner in several real estate holding companies where he manages property-related duties. Westwind Capital manages approximately $796 million for individuals, high-net-worth clients, trusts, retirement and pension plans, and institutional clients. The firm offers discretionary asset management through its FOCUS Program, combining equity, income, balanced, ETF, and customized options strategies using quantitative and qualitative principles.
Expertise
Based on Westwind Capital
Active portfolio management
Options & derivatives strategies
Income planning
Tax-loss harvesting
Fee options
Financial planning fees may be charged as fixed fees; fees negotiated per client
$0 - $250,000: 1.50% annually (Equity) $250,001 - $750,000: 1.25% annually (Equity) $750,001 - $1,000,000: 1.00% annually (Equity) $1,000,001 - $10,000,000: 0.75% annually (Equity) $500,000 - $1,000,000: 0.75% annually (Fixed Income/Treasury Management) $1,000,001+: 0.60% annually (Fixed Income/Treasury Management) No minimum stated+: 0.30% annually (Treasury Management)
Financial planning fees may be charged hourly; fees negotiated per client
Account minimum: $100,000 Fee-only: Negotiable hourly or fixed fees for financial planning services
Location
1800 S. Telshor
Las Cruces, NM 88011
Most active in
Eric W has reported serving >5 clients in these states in the last 12 months.
Colorado · New Mexico · Texas
Work history
Westwind Capital
2024 - Present (2 years)
Spence Asset Management
2003 - 2024 (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 63, Series 65
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Michael C
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Barry M
Series 63, Series 65
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Capital Market Consultants, Inc.
Jolie T
Series 65
Las Cruces, NM
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Scott L
CFP®, Series 65
Las Cruces, NM
Westwind Capital
Marco R
Series 63, Series 65
Las Cruces, NM
Westwind Capital
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