Wealth manager, independent · Bloomfield Hills, MI
Azimuth Capital Management
Azimuth Capital Investment Management LLC · SEC-registered investment adviser · CRD 319062 · SEC 801-123448
At a glance
Azimuth Capital Management is an SEC-registered investment adviser based in Bloomfield Hills, Michigan, with $4.0B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 381 individual clients, 315 of them high-net-worth, holding an average of about $9.6 million each, and 25 employees. That ranks it 279th among the nation’s 5,657 independent wealth management RIAs and 8th of 178 in Michigan. It reports 3 custodians for its clients’ separately managed accounts: Charles Schwab, RBC and BNY.
Main office 248-433-4000azimuthcap.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $4.0B
- Rank among independent wealth managers
- #279 of 5,657
- Rank among all SEC RIAs
- #2,414 of 17,210
- Rank in Michigan
- #8 of 178
- Individual clients
- 381
- High-net-worth clients
- 315
- Accounts
- 1,603
- Discretionary
- 95% of AUM
- Employees
- 25
- Advisory staff
- 9
- Offices
- 1
Owners and executives on its Form ADV
- Daniel J. McEnroeSenior Managing Director & Chief Compliance Officer
- Ted N HaddadSenior Managing Director
- Paul I. RaghebSenior Managing Director
- Mark E. Van FaussienSenior Managing Director
- William C. GoughSenior Managing Director
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 315 | $3.6B | 90% |
| Charitable organizations | 12 | $255M | 6% |
| Individuals | 66 | $53M | 1% |
| State or municipal government entities | – | $34M | <1% |
| Pension and profit sharing plans | 6 | $33M | <1% |
| Corporations or other businesses | 5 | $28M | <1% |
Disciplinary disclosures
Azimuth Capital Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗azimuthcap.com ↗
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- Assets, accounts, clients and staff, 3 years of filings
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- 5 namedLocked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Michigan
All of Michigan →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Advance Capital Management IncSouthfield | $5.0B | 7,287 |
| CG Advisory ServicesWilliamston | $4.6B | 4,898 |
| Advisory Alpha, LLCHolland | $4.4B | 8,799 |
| Corecap AdvisorsSouthfield | $4.0B | 9,671 |
| Innovia Wealth, LLCGrand Rapids | $3.3B | 727 |
| Retirement Income Solutions, Inc.ANN Arbor | $3.0B | 1,265 |
Background
Questions
How much does Azimuth Capital Management manage?
Azimuth Capital Management reports $4.0B in regulatory assets under management across 1,603 accounts, 95% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does Azimuth Capital Management have?
It reports 381 individual clients: 315 high-net-worth individuals and 66 other individuals. Individuals account for about 91% of its regulatory assets.
Where is Azimuth Capital Management headquartered?
Its main office is in Bloomfield Hills, Michigan. It reports 1 office in total and 25 employees, 9 of whom perform investment advisory functions.
How does Azimuth Capital Management charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Azimuth Capital Management use?
It reports 3 custodians for its clients’ separately managed accounts: Charles Schwab, RBC and BNY. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: Charles Schwab ($2.1B); RBC ($1.3B); BNY ($447M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Azimuth Capital Management a hybrid RIA with a broker-dealer?
It reports a broker-dealer among its affiliates on Form ADV.
Is Azimuth Capital Management a fiduciary?
As an SEC-registered investment adviser, Azimuth Capital Management owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Azimuth Capital Management’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 (2026-03-31), 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). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. 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 →