Overview
- Headquarters
- Bloomfield Hills, MI
- Total Firm Assets
- $4.0 billion
- Average High-Net-Worth Client Portfolio Size
- $11.4 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC (2025-03-28)
· View brochure text
Latest filing: AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $5,000,000 | 1.00% |
| $5,000,001 | $25,000,000 | 0.75% |
| $25,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $87,500 | 0.88% |
| $50 million | $325,000 | 0.65% |
| $100 million | $575,000 | 0.58% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 89.88%
- Number of High-Net-Worth Clients
- 315
- Total Client Accounts
- 1,603
- Discretionary Accounts
- 1,599
- Non-Discretionary Accounts
- 4
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 319062
- AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC (2026-03-31) · View brochure text
- AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC (2025-03-28) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗