# Azimuth Planning Group, LLC

> Azimuth Planning Group, LLC is a state-registered investment advisory firm in Chapel Hill, NC, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated February 11, 2026.

- CRD: 338702
- Filed as: AZIMUTH PLANNING GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chapel Hill, NC
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338702
- AdvisorCensus page: https://advisorcensus.com/firm/azimuth-planning-group-llc-chapel-hill-nc-338702

## Quick answers

**How is Azimuth Planning Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Azimuth Planning Group, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Azimuth Planning Group, LLC located?**
Azimuth Planning Group, LLC's principal office is in Chapel Hill, NC, according to its Form ADV.

**Is Azimuth Planning Group, LLC registered with the SEC or a state?**
Azimuth Planning Group, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338702.

**Does Azimuth Planning Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338702

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- azimuthplanninggroup.com
- LinkedIn @azimuth-planning-group-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Azimuth Planning Group, LLC (CRD 338702): Form ADV filing data as of October 2026.