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 an LLC and registered with the SEC in 2022. The firm positions itself as a capital allocator serving both individual/family clients and institutional investors. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for institutions, and the selection of third‑party advisers. The firm also conducts other financial product sales activities and maintains industry ties that cover broker‑dealer, accounting, law, insurance, pension consulting and real estate relationships, and it may act as sponsor or managing member of pooled investment vehicles. Azimuth does not identify as an active ESG investor. Its fee arrangements include percentage‑of‑AUM and fixed fees, with other fee elements noted. The firm reports both individual ownership and a domestic entity among its owner types and is classified as a capital allocator that deploys client capital across external managers and proprietary arrangements.