CRD: 319062
Azimuth Capital Management
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- Custodian
- BNY Mellon · Broadridge · Charles Schwab & Company · Pershing · RBC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-14-2022
- Office Locations
- 1
Office Locations
About Azimuth Capital Management
Azimuth Capital Management provides investment and financial advisory services with in-house portfolio management for high-net-worth families and institutions. Portfolios emphasize ETF-based asset allocation and fixed income, with access to alternative strategies where appropriate. The firm invests meaningful capital alongside clients across every strategy, aligning incentives for distribution and product partners.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 31, 2026, reported AUM increased 4.3%, from $3.8B to $4.0B.
Across 5 reported observations, AUM increased 14.7% between April 14, 2022 and March 31, 2026, from $3.5B to $4.0B.
Of the latest reported AUM, 95.4% is discretionary and 4.6% is non-discretionary.
The firm reports 9 advisory representatives and 404 clients, or 44.9 clients per representative. That equates to $9.9M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
WILLIAM CHARLES GOUGH
Managing Director, Senior Managing Director
- CRD
- #3215218
- Ownership
- Less than 5%
TED N HADDAD
Advisor, Senior Managing Director
- CRD
- #1067763
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Christopher John Burke II
Director
- CRD
- #5973546
Devin Robert Cragin
Associate Portfolio Manager
- CRD
- #8134908
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,807,372,183 | $2,381,096 |
| Non-Discretionary | $183,656,976 | $45,914,244 |
| Total | $3,991,029,159 | $2,489,725 |
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Separately Managed Accounts
SMA allocation detail is available
Azimuth Capital Management has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Azimuth Capital Management's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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