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AZIMUT INVESTMENT ADVISORS LLC

MIAMI, FL · CRD 134626 · IAPD ↗ · 786 866 3700

$1.00BRegulatory AUM
7Advisory reps
10Employees
59Clients
0Planning clients
0Private funds
1States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — AZIMUT INVESTMENT ADVISORS LLC shrank from 10 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
March 2026 — AZIMUT INVESTMENT ADVISORS LLC's Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
72
March 2026 — AZIMUT INVESTMENT ADVISORS LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
March 2026 — AZIMUT INVESTMENT ADVISORS LLC crossed $1B in regulatory AUM ($639.1M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
58
January 2026 — AZIMUT GENESIS ADVISORS is now doing business as AZIMUT INVESTMENT ADVISORS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
January 2026 — AZIMUT INVESTMENT ADVISORS LLC crossed $500M in regulatory AUM ($447.0M -> $639.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
January 2026 — AZIMUT INVESTMENT ADVISORS LLC grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2025 — AZIMUT GENESIS ADVISORS now reports 1 private fund(s) ($49.7M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
65
April 2024 — AZIMUT GENESIS ADVISORS reported RAUM up 36% ($288.9M -> $392.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.