DBA: AZIMUTH CAPITAL MANAGEMENT
| Total AUM | $3.99B |
| Discretionary | $3.81B95% of AUM |
| Non-Discretionary | $183.7M |
| Client Accounts | 1,603 |
| Avg Account Size | $2.5M |
| Employees | 25 |
| Peak AUM | $3.99BMar 2026 |
Total AUM
$4.0B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.0B | +4.3% | +9.0% | — | |
| Discretionary AUM | $3.8B | ||||
| Total AUM | $3.99B |
| Discretionary | $3.81B |
| Employees | 25 |
| Client Accounts | 1603 |
| Client Range | 11-25 |
Address
200 EAST LONG LAKE ROAD
BLOOMFIELD HILLS MI 48304
Phone
248-433-4000
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.8B
95.4% of AUM
Non-Discretionary
$184M
4.6% of AUM
Disc. mix ▲ 1.6pp vs 1 year ago
| +6.1% |
| +10.1% |
| — |
| Non-Disc. AUM | $184M | 22.3% | 7.4% | — |
| Total Accounts | 2k | +2.4% | +2.2% | — |
| Avg Account Size | $2M | +1.9% | +6.7% | — |
| Employees | 25 | +8.7% | +4.4% | +4.4% |
| AUM / Employee | $160M | 4.0% | +4.4% | — |
Client AUM Segments | |||||
| Wealth AUM | $3.6B | +5.7% | +9.6% | — | |
| Institutional AUM | $350M | 8.4% | +3.0% | — | |
Client Count Segments | |||||
| HNW Clients | 66 | 1.5% | +6.9% | — | |
| Institutional | 23 | 8.0% | 7.4% | — | |
| Individuals | 315 | +1.3% | 0.1% | — | |