CRD: 319062
Azimuth Capital Management
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- Custodian
- BNY Mellon · Broadridge · Charles Schwab & Company · Pershing · RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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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
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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