# Azimut Investment Advisors LLC

> Azimut Investment Advisors LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2005, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 12, 2026.

- CRD: 134626
- Filed as: AZIMUT INVESTMENT ADVISORS LLC
- Also doing business as: AZ APICE CAPITAL MANAGEMENT, LLC, AZIMUT GENESIS ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134626
- AdvisorCensus page: https://advisorcensus.com/firm/azimut-investment-advisors-llc-miami-fl-134626

## Quick answers

**How is Azimut Investment Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Azimut Investment Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**How much does Azimut Investment Advisors LLC charge?**
Its Form ADV Part 2A brochure dated May 12, 2026 states: Hourly rate: $500 an hour (investment advice on an hourly basis); Hourly rate: up to $500 an hour (limited scope engagements); Flat fee: $1,000 to $5,000 a month (AIA portfolio consolidation service). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Azimut Investment Advisors LLC located?**
Azimut Investment Advisors LLC's principal office is in Miami, FL, according to its Form ADV.

**Is Azimut Investment Advisors LLC registered with the SEC or a state?**
Azimut Investment Advisors LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 134626.

**How much does Azimut Investment Advisors LLC manage?**
Azimut Investment Advisors LLC reports $1,002,696,146 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (66% discretionary).

**How have Azimut Investment Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Azimut Investment Advisors LLC: Regulatory assets under management: $340,531,519 in the October 2021 data and $1,002,696,146 in the October 2026 data, up 194%. Total employees: 4 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Azimut Investment Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (187); individuals (other than high net worth individuals) (108); high net worth individuals (82).

**Which custodians does Azimut Investment Advisors LLC use?**
Azimut Investment Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists EFG Bank, Pershing LLC and Pictet as custodians holding 10% or more of its separately managed account assets.

**Does Azimut Investment Advisors LLC report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(1) (SEC or CFTC finding of a false statement or omission), 11.C(2) (SEC or CFTC finding of a violation), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/134626

**What changed in Azimut Investment Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 7.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated May 12, 2026)

- Minimum annual fee: $1,000

> Clients receiving ongoing asset management services will be assessed a $1,000 minimum annual fee.

- Hourly rate: $500 an hour (investment advice on an hourly basis)

> For certain non-discretionary accounts, AIA can provide investment advice on an hourly basis. The current hourly fee is $500 per hour and is billed on a quarterly basis as services are provided.

- Hourly rate: up to $500 an hour (limited scope engagements)

> For hourly planning engagements, the hourly rate for limited scope engagements varies, yet will not exceed $500 per hour.

- Flat fee: $1,000 to $5,000 a month (AIA portfolio consolidation service)

> Pricing ranges from $1,000 to $5,000 per month in addition to a one-time set-up fee of $3,000 to $5,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- EFG Bank
- Pershing LLC
- Pictet

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,002,696,146
- Discretionary: $664,298,472
- Non-discretionary: $338,397,674

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 108 | $28,774,078 |
| High net worth individuals | 82 | $148,141,971 |
| Investment companies | 1 | $44,582,000 |
| Charitable organizations | 1 | $17,240,209 |
| Insurance companies | 1 | $2,907,288 |
| Corporations or other businesses not listed above | 187 | $735,160,600 |
| Other | 4 | $25,890,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2005 (21 years)
- Employees: 10 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(1): Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/134626

### Websites listed on Form ADV (Item 1.I)
- azimutgenesis.com
- LinkedIn @9274757

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $340,531,519 | 4 | March 24, 2021 |
| October 2022 | $320,900,328 | 4 | March 15, 2022 |
| October 2023 | $288,888,186 | 5 | May 9, 2023 |
| October 2024 | $392,536,918 | 7 | March 22, 2024 |
| October 2025 | $446,978,353 | 9 | March 20, 2025 |
| October 2026 | $1,002,696,146 | 10 | May 12, 2026 |

Regulatory assets under management: $340,531,519 in the October 2021 data and $1,002,696,146 in the October 2026 data, up 194%.
Total employees: 4 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 7.

### March 2026
- Added the business name AZ Apice Capital Management, LLC.
- Item 11 disclosure answers changed: 3 yes answers, previously 0 (now yes: 11.C(1), 11.C(2), 11.C(5)).
- Employees performing advisory functions went from 8 to 10.
- Regulatory assets under management went from $639,091,945 to $1,110,180,445 (+74%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Added the business name Azimut Genesis Advisors.
- Changed its legal name from Azimut Genesis Advisors LLC to Azimut Investment Advisors LLC.
- Employees performing advisory functions went from 5 to 8.
- Regulatory assets under management went from $446,978,353 to $639,091,945 (+43%).
- No longer registered or notice-filed in TX.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Azimut Investment Advisors LLC (CRD 134626): Form ADV filing data as of October 2026.