BLOOMFIELD HILLS, MICRD 319062Latest ADV March 31, 2026
Azimuth Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bloomfield Hills, MI. Its latest Form ADV filing, dated March 31, 2026, reports $4.0B in regulatory assets under management, 25 employees, and 1,603 accounts.
Assets Under Management
$4.0B
Employees
25
Offices
--
Total Clients
404
Primary office
BLOOMFIELD HILLS, MI
200 EAST LONG LAKE ROAD, SUITE 160, BLOOMFIELD HILLS, MI, United States
Top client segmentHNWI represent 78.0% of total clients.
Top client categories% of clientsClients
1
HNWI
78.0%
315
2
Individuals
16.3%
66
3
Charitable
3.0%
12
4
Pension Plans
1.5%
6
5
Corporations
1.2%
5
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.0Bas of March 31, 2026
Discretionary95.4%
$3.8B
95% of total RAUM95.4%
Non-discretionary4.6%
$184M
5% of total RAUM4.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.0B
Total Accounts1,603
10Y AUM Change+$4.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee16:1
10Y Employee Change+4 (+19.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.