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SEC data October 1, 2026
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SEC data October 1, 2026
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Sign in or start freeAsset manager · Miami, FL
SEC-registered investment adviser · CRD 134626 · SEC 801-64054
At a glance
Azimut Investment Advisors LLC is an SEC-registered investment adviser based in Miami, Florida, with $1.0 billion in regulatory assets under management as of its Form ADV filed May 12, 2026. Its largest client group by assets is corporations or other businesses, and it reports 190 individual clients. By Form ADV it is a asset manager, ranked 1,362nd of 3,218 asset managers and 5,381st of 17,210 SEC-registered advisers by assets.
Main office 786-866-3700azimutgenesis.comLinkedInAs filed on Form ADV
Hybrid RIA
Azimut Investment Advisors LLC is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Sanctuary Securities, Inc..
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, June 2026
Its Form ADV brochure (filed May 2026) names Sanctuary Securities as the broker-dealer its advisers are registered with.
nd Affiliations Registration as a Broker/Dealer or Broker/Dealer Representative In addition to their roles with AIA, certain personnel within AIA are currently also registered with Sanctuary Securities, Inc., a related FINRA broker/dealer.
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 187 | $735M | 73% |
| High-net-worth individuals | 82 | $148M | 15% |
| Investment companies | 1 | $45M | 4% |
| Individuals | 108 | $29M | 3% |
| Other | 4 | $26M | 3% |
| Charitable organizations | 1 | $17M | 2% |
| Insurance companies | 1 | $3M | <1% |
Azimut Investment Advisors LLC answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
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Azimut Investment Advisors LLC reports $1.0 billion in regulatory assets under management across 485 accounts, 66% of it on a discretionary basis, on its Form ADV filed May 12, 2026.
Azimut Investment Advisors LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
By assets, its largest client types are corporations or other businesses ($735 million, 187 clients); high-net-worth individuals ($148 million, 82 clients); investment companies ($45 million, 1 clients).
Azimut Investment Advisors LLC answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Every figure is Azimut Investment Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-12), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →