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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 23 | 25 | increased by2 |
| Apr 1, 2026 | Clients | 403 | 404 | increased by1 |
| Apr 1, 2026 | AUM | $3,826,396,548 | $3,991,029,159 | increased by$164,632,611 |
| Apr 1, 2026 | Accounts | 1,566 | 1,603 | increased by37 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 23 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 396 | 403 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,479,483,791 | $3,826,396,548 | increased by$346,912,757 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,495 | 1,566 | increased by71 |
| May 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2022 | AUM | $0 | $3,479,483,791 | increased by$3,479,483,791 |
| May 1, 2022 | Accounts | 0 | 1,495 | increased by1,495 |
| Apr 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AZIMUTH CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AZIMUTH CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.