Eric Marshall Walton
Investment adviser representative at Westwind Capital
23 yearsExperience
3 statesRegistered in
$795.9MFirm assets
33 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Westwind CapitalJan 2024 to now
- Spence Asset ManagementFeb 2003 to Jan 2024
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (CO, NM, TX).
Westwind Capital
$795.9MAssets managed
1,131Clients
5Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4415201
- Firm CRD
- 106802