AZIMUTH CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2022

Total AUM

$4B

Discretionary

$3.8B

95% of AUM

Avg account

$2.5M

Accounts

1,603

Employees

Advisory reps

Firm details

Headquarters: Bloomfield Hills, Michigan
CRD number: 319062
Registered since: March 14, 2022
Website: www.azimuthcap.com
Custodians: CHARLES SCHWAB & CO., INC., RBC CAPITAL MARKETS, LLC, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI89.88%
Charitable Organizations6.4%
Individuals1.34%
State / Municipal Government0.85%
Pension & Profit Sharing Plans0.84%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Azimuth Capital Management is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2022. The firm serves both individual/family and institutional clients and functions as a capital allocator, selecting third‑party managers in addition to providing direct portfolio management. Its fee arrangements include percentage-of-AUM charges and fixed fees, and it also performs financial planning, portfolio management for individuals, small businesses and institutions, and selection of other advisers. Azimuth is not designated as an active ESG investor and is not listed as a multi‑state adviser. Ownership is a mix of a domestic entity and an individual. Azimuth’s business activities extend into other financial product sales, and the firm has a broad set of industry affiliations that include broker‑dealer relationships, CPA and law firm connections, insurance companies, pension consulting, real estate brokerage, and roles as sponsor or manager of private pooled vehicles.