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Shareholder · Westwind Capital

Scott F. Kozney

CRD 2901909 · Named on Form ADV at one SEC-registered adviser

At a glance

Westwind Capital, an SEC-registered wealth manager based in LAS Cruces, NM with $796 million in regulatory assets, lists Scott F. Kozney on its Form ADV as Shareholder.

Firms and roles

  • Westwind CapitalShareholderWealth manager · LAS Cruces, NM · $796M in regulatory assets

AtlasMembers

Scott’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Scott on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.