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Eastwind Capital, LLC (Westerville)


Eastwind Capital, LLC is an adviser based in Westerville. It manages $52.26 million of regulatory assets for 675 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida, Ohio, and Pennsylvania.

Eastwind Capital provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Eastwind Capital: assets under management

The assets under management (AUM) of Eastwind Capital, LLC is $52.26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $52.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $77.42 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eastwind Capital, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Westerville

The principal office where Eastwind Capital, LLC performs its advisory services is located at 921 Eastwind Drive, Suite 101, Westerville, OH 43081, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-888-2230 or by fax 614-888-3611. The normal business hours are mon. to thurs. 8 am to 5 pm on Other.


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