Eric Walton
Westwind Capital · Las Cruces, New Mexico
Eric Walton is a fee-only financial advisor at Westwind Capital in Las Cruces, New Mexico. Eric charges a percentage of assets (a $250,000 asset minimum) and focuses on estate & legacy planning, tax planning and family wealth transfer.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Westwind Capital |
|---|---|
| Based in | Las Cruces, New Mexico |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $250,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $795.9M across 2,131 accounts |
| SEC registration | Investment adviser representative in CO, NM, TX · CRD 4415201 |
| Exams passed | Series 66 (2003) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.ww-capital.com |
| Profile |
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Questions about Eric
Is Eric Walton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Westwind Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric charges a percentage of assets.
How much does Eric charge?
According to Westwind Capital's website, checked October 30, 2026: a $250,000 asset minimum.
Where is Eric Walton based?
Eric Walton is based in Las Cruces, New Mexico.
What does Eric specialize in?
Eric's specialties include estate & legacy planning, tax planning and family wealth transfer. Eric works with multi-generational families.
Is Eric Walton registered with the SEC?
Yes. Eric Walton is registered as an investment adviser representative in CO, NM and TX (CRD 4415201), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Westwind Capital manage?
Westwind Capital reports $795.9M across 2,131 accounts in assets under management.
How do I contact Eric Walton?
Through Eric's website, www.ww-capital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Westwind Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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