Westwind Capital is an SEC registered investment adviser organized as a corporation with a primary office location in Las Cruces, NM. Its latest Form ADV filing, dated April 7, 2026, reports $796M in regulatory assets under management, 10 employees, 1 office, and 2,131 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.6% of total clients.
Top client categories% of clientsClients
1
Individuals
65.6%
742
2
HNWI
20.3%
230
3
Pension Plans
11.9%
135
4
Charitable
1.2%
14
5
Corporations
0.9%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$796Mas of April 7, 2026
Discretionary99.2%
$789M
99% of total RAUM99.2%
Non-discretionary0.8%
$7M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$796M
Total Accounts2,131
10Y AUM Change+$635M (+395.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee113:1
10Y Employee Change+3 (+42.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.