# Azimuth Capital Management

> Azimuth Capital Management is an SEC-registered investment advisory firm in Bloomfield Hills, MI, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 319062
- Filed as: AZIMUTH CAPITAL MANAGEMENT
- Legal name: Azimuth Capital Investment Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomfield Hills, MI
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319062
- AdvisorCensus page: https://advisorcensus.com/firm/azimuth-capital-management-bloomfield-hills-mi-319062

## Quick answers

**How is Azimuth Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Azimuth Capital Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is Azimuth Capital Management located?**
Azimuth Capital Management's principal office is in Bloomfield Hills, MI, according to its Form ADV.

**Is Azimuth Capital Management registered with the SEC or a state?**
Azimuth Capital Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319062.

**How much does Azimuth Capital Management manage?**
Azimuth Capital Management reports $3,991,029,159 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (95% discretionary).

**How have Azimuth Capital Management's assets and staff changed since 2022?**
In the Form ADV data for Azimuth Capital Management: Regulatory assets under management: $3,479,483,791 in the October 2022 data and $3,991,029,159 in the October 2026 data, up 15%. Total employees: 21 in October 2022 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Azimuth Capital Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (315); individuals (other than high net worth individuals) (66); charitable organizations (12).

**Which custodians does Azimuth Capital Management use?**
Azimuth Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, N.A., Charles Schwab & Co., Inc. and RBC Capital Markets, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Azimuth Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319062

**Does Azimuth Capital Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Generally, each client account is subject to a minimum account size of $1,000,000, but we may waive this requirement at our sole discretion."

**What changed in Azimuth Capital Management's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 9. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Generally, each client account is subject to a minimum account size of $1,000,000, but we may waive this requirement at our sole discretion.

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

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon, N.A.
- Charles Schwab & Co., Inc.
- RBC Capital Markets, LLC

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: $3,991,029,159
- Discretionary: $3,807,372,183
- Non-discretionary: $183,656,976

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 66 | $53,432,556 |
| High net worth individuals | 315 | $3,587,143,856 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $33,386,781 |
| Charitable organizations | 12 | $255,335,559 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $34,072,614 |
| Corporations or other businesses not listed above | 5 | $27,657,793 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 25 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, IN, MA, MI, NC, NH, NV, NY, OH, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [azimuthcap.com](https://azimuthcap.com)
- [focusfinancialpartners.com](https://focusfinancialpartners.com)
- LinkedIn @azimuth-capital-management-acm
- LinkedIn @focus-financial-partners
- X @AzimuthCapital
- X @focusfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $3,479,483,791 | 21 | April 14, 2022 |
| October 2023 | $3,084,396,965 | 22 | September 15, 2023 |
| October 2024 | $3,368,666,924 | 23 | March 27, 2024 |
| October 2025 | $3,826,396,548 | 23 | March 28, 2025 |
| October 2026 | $3,991,029,159 | 25 | March 31, 2026 |

Regulatory assets under management: $3,479,483,791 in the October 2022 data and $3,991,029,159 in the October 2026 data, up 15%.
Total employees: 21 in October 2022 and 25 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 9.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Azimuth Capital Management (CRD 319062): Form ADV filing data as of October 2026.