Azimut Investment Advisors LLC

Registered investment adviser · Miami, FL · CRD #134626

Form ADV data as of 2026-09-01

Regulatory assets

$1.00 billion

Total accounts

485

Employees

Disclosure events

Firm details

Website: https://www.linkedin.com/company/9274757/
Telephone: 786 866 3700
SEC file number: 801-64054
Most recent Form ADV filing: 2026-05-12
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 3 disclosure questions answered Yes, covering 3 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

SEC or CFTC found a false statement or omission
SEC or CFTC found a violation of its regulations or statutes
SEC or CFTC imposed a civil money penalty or a cease-and-desist order

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$664.3 million
Non-discretionary regulatory assets under management	$338.4 million
Total regulatory assets under management	$1.00 billion
Discretionary accounts	283
Non-discretionary accounts	202
Total accounts	485
Regulatory assets under management attributable to non-U.S. persons	$614.5 million

People

Total employees (excluding clerical)	10
Employees performing investment advisory functions (including research)	7
Employees who are registered representatives of a broker-dealer	4
Employees registered as investment adviser representatives with a state	10
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	25

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
Clients for whom a related person has custody	0
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)Performance-based fees

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsOther

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Recommends securities in which it has another sales interest
Receives soft dollar benefits
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	108	$28.8 million
High net worth individuals	82	$148.1 million
Investment companies	1	$44.6 million
Charitable organizations	1	$17.2 million
Insurance companies	1	$2.9 million
Corporations or other businesses not listed above	187	$735.2 million
Other	4	$25.9 million