Azimuth Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$35,497,143
Clients
82
13% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
82
Very HighAverage account size
$432,892
About
Azimuth Capital Management LLC is a state-registered, fee-only investment adviser operated by a single advisor. The firm serves individuals (including high-net-worth clients), trusts, estates, charities and business clients, providing discretionary and non-discretionary portfolio management as well as financial planning and consulting.
The adviser employs a primarily long-term, fundamental-analysis approach and constructs portfolios using low-cost, no-load mutual funds, ETFs, individual stocks and bonds, and unit investment trusts, while rebalancing or trading shorter-term as client objectives or market conditions warrant. Client relationships emphasize ongoing personal contact, the development of an investment policy statement and management of assets in client-designated brokerage or pension accounts.
Compared with many solo independent firms, Azimuth’s client mix notably includes corporate/business and institutional clients and it provides services related to pension accounts and defined-contribution plan administration, a set of offerings that is statistically uncommon for similarly sized independent advisers. The firm does not accept custody of client assets, does not participate in soft-dollar arrangements, and does not charge performance-based fees.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Fee options
$0 - $250,000: 1.15% $250,001 - $500,000: 1.05% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.65% Over $5,000,000 - Fixed Interest Asset only accounts: 0.50%
$200 per hour, negotiable for financial planning and consulting services
Fee-only: Financial planning and consulting services at $200 per hour, negotiable
Main office location
Azimuth Capital Management, LLC
150 B Main Street
Winthrop ME 04364, United States
Number of offices
2
Most active in
Azimuth Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Maine
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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