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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-05-2012
- Office Locations
- 1
Office Locations
About Azimuth Capital Management, LLC
Azimuth Capital Management, LLC is a Winthrop-based RIA. The firm has been operating for 13 years. Managing $35.9M in total assets under management, with 1 advisory representatives.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 1 advisory representatives and 82 clients, or 82 clients per representative. That equates to $437.7K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Azimuth Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KENNETH PAUL DALEY
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #1835993
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,784,638 | -- |
| Non-Discretionary | $105,737 | -- |
| Total | $35,890,375 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Azimuth Capital Management, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.