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AZIMUTH CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · CRD 319062 · IAPD ↗ · azimuthcap.com · 248-433-4000

$3.99BRegulatory AUM
9Advisory reps
25Employees
0Clients
11-25Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — AZIMUTH CAPITAL MANAGEMENT reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
80
April 2024 — AZIMUTH CAPITAL MANAGEMENT now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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