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AZIMUTH CAPITAL MANAGEMENT
Legal name: AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC
CRD 319062File 801-123448
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.99B
Top 25% of cohort (national)
Discretionary AUM
$3.81B
Non-discretionary $183.7M
Clients
404
1,603 accounts
Employees
25
Top 10% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 14, 2022
- Principal office
- 200 EAST LONG LAKE ROAD, SUITE 160, BLOOMFIELD HILLS, MI, 48304
- Phone
- 248-433-4000
- Website
- HTTP://WWW.AZIMUTHCAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.99B
- Discretionary AUM
- $3.81B
- Non-discretionary AUM
- $183.7M
- Discretionary accounts
- 1,599
- Non-discretionary accounts
- 4
- Total accounts
- 1,603
- AUM per client
- $9.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $27.7M |
| Charitable organizations | 12 | $255.3M |
| High net worth individuals | 315 | $3.59B |
| Pension and profit sharing plans | 6 | $33.4M |
| State or municipal government entities | Fewer than 5 | $34.1M |
| Individuals (other than high net worth individuals) | 66 | $53.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REVENUE SHARING WITH FRS (OUR AFFILIATE), UPTIQ AND FLOURISH
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.