{"url":"https://nivawealth.com/firms/azimuth-capital-investment-management-319062","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/319062","regulatoryAum":3991029159,"crd":"319062","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5973546","suffix":"II","lastName":"Burke","firstName":"Christopher","middleName":"John"},{"crd":"8134908","suffix":null,"lastName":"Cragin","firstName":"Devin","middleName":"Robert"},{"crd":"6651925","suffix":null,"lastName":"Farley","firstName":"Erin","middleName":"Kathleen"},{"crd":"1968652","suffix":null,"lastName":"FREEMAN","firstName":"ALAN","middleName":"LYNN"},{"crd":"3215218","suffix":null,"lastName":"GOUGH","firstName":"WILLIAM","middleName":"CHARLES"},{"crd":"1067763","suffix":null,"lastName":"HADDAD","firstName":"TED","middleName":"N"},{"crd":"4830069","suffix":null,"lastName":"MCENROE","firstName":"DANIEL","middleName":"JAMES"},{"crd":"2702215","suffix":null,"lastName":"RAGHEB","firstName":"PAUL","middleName":"IAN"},{"crd":"4236684","suffix":null,"lastName":"UPWARD","firstName":"BENJAMIN","middleName":"WOLCOTT"},{"crd":"1708930","suffix":null,"lastName":"VAN 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They include 315 high-net-worth individuals, 66 individual clients and 12 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Azimuth Capital Investment Management offer?","answer":"Azimuth Capital Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Azimuth Capital Investment Management use?","answer":"Azimuth Capital Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2.11B, RBC Capital Markets, LLC (Minneapolis, MN), with $1.27B and BNY Mellon, N.A. (New York, NY), with $447M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Azimuth Capital Investment Management have?","answer":"Azimuth Capital Investment Management has 9 investment adviser representatives registered with state securities authorities, out of 25 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Azimuth Capital Investment Management invest in?","answer":"At the end of its last fiscal year, Azimuth Capital Investment Management’s separately managed accounts held 68% exchange-traded equities, 9% U.S. government and agency bonds, 9% investment grade corporate bonds, 6% state and local bonds, 4% registered funds (mutual funds, ETFs, BDCs), 2% non-exchange-traded equities and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Azimuth Capital Investment Management?","answer":"Azimuth Capital Investment Management is owned through a chain of holding companies by Ferdinand FFP Parent, Inc., CD&R Ferdinand Co-Investor, L.P. and Clayton, Dubilier & Rice Fund Xii, L.P. Its direct owner is Focus Operating, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Azimuth Capital Investment Management get paid?","answer":"Azimuth Capital Investment Management is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Azimuth Capital Investment Management registered with the SEC?","answer":"Yes, Azimuth Capital Investment Management has been registered with the SEC as an investment adviser since 14 March 2022. 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