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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

AZIMUTH CAPITAL MANAGEMENT LLC

CRD 132308

BLOOMFIELD HILLS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2e066754-589b-85f0-026d-ee14a701305d

Data as of Mar 30, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 3
On other graphs: 0
Observed: Mar 29, 2012 to Mar 30, 2022
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $3.5BItem 5.F on the latest filing (2022-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.3B
Private client RAUM: $3.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 21
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,523
Individual clients: 54
High net worth clients: 311
SEC number: 801-63374
CRD: 132308
Filings on the tape: 25
First filed: Mar 29, 2012
Latest filed: Mar 30, 2022
Organised: Limited Liability Company, Michigan

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AZIMUTH CAPITAL ADVISORS, INC.	MANAGING MEMBER	E	yes	06/2004	Mar 29, 2012	Mar 30, 2022
GOUGH, WILLIAM, CHARLES	Trustee	F	yes	01/2021	Mar 30, 2021	Mar 30, 2022
HADDAD, TED, N	Trustee	F	yes	01/2021	Mar 29, 2012	Mar 30, 2022
HADDAD, TED, N	SENIOR MANAGING DIRECTOR	Na	yes	09/2004	Mar 29, 2012	Mar 30, 2022
HEWLETT, JANET, MARIE	SENIOR MANAGING DIRECTOR	Na	yes	09/2004	Mar 29, 2012	Mar 30, 2022
MARK E. VAN FAUSSIEN REVOCABLE TRUST U/A/D 7/25/2004	Shareholder	D	yes	01/2021	Mar 30, 2021	Mar 30, 2022
MCENROE, DANIEL, JAMES	SENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	Na	yes	09/2004	Mar 29, 2012	Mar 30, 2022
RAGHEB, PAUL, IAN	SENIOR MANAGING DIRECTOR	Na	yes	09/2004	Mar 29, 2012	Mar 30, 2022
THEODORE N. HADDAD LIVING TRUST U/A/D NOVEMBER 10, 1992	Shareholder	C	yes	01/2021	Mar 30, 2021	Mar 30, 2022
VAN FAUSSIEN, MARK, EDWARD	Trustee	F	yes	01/2021	Mar 30, 2021	Mar 30, 2022
WILLIAM C. GOUGH AND SARAH A. GOUGH REVOCABLE LIVING TRUST	Shareholder	D	yes	01/2021	Mar 30, 2021	Mar 30, 2022
ACA 2 CAPITAL ADVISORS, INC.	Member	A	no	01/2021	Mar 30, 2021	Mar 30, 2022

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 30, 2022	$3.5B	$3.3B	21	9	0	n/a	n/a
2020	Mar 30, 2021	$3.0B	$2.8B	21	9	0	n/a	n/a
2019	Mar 30, 2020	$2.6B	$2.4B	21	9	0	n/a	n/a
2018	Mar 28, 2019	$2.1B	$1.9B	21	9	0	n/a	n/a
2017	Mar 30, 2018	$2.2B	$2.0B	21	9	0	n/a	n/a
2016	Mar 29, 2017	$1.9B	$1.7B	21	9	n/a	n/a	n/a
2015	Mar 22, 2016	$1.7B	$1.5B	21	10	n/a	n/a	n/a
2014	Mar 25, 2015	$1.6B	$1.5B	20	10	n/a	n/a	n/a
2013	Mar 27, 2014	$1.4B	$1.3B	18	8	n/a	n/a	n/a
2012	Mar 28, 2013	$653M	$583M	12	5	n/a	n/a	n/a
2011	Mar 29, 2012	$589M	$504M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$3.5B	$3.0B	17.2%	$2.1B	18.4%	21	21	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AZIMUTH CAPITAL MANAGEMENT	6	Apr 7, 2022	Jan 1, 2025	BLOOMFIELD HILLS, MI	Firm absorbed	RIA to new firm	100.0%

Relationships

Controls (10)

← HADDAD, TED, NOwnerTRUSTEE, ownership code F, individual
Mar 29, 2012 to presentfactForm ADV
← VAN FAUSSIEN, MARK, EDWARDOwnerTRUSTEE, ownership code F, individual
Mar 30, 2021 to presentfactForm ADV
← RAGHEB, PAUL, IANOwnerSENIOR MANAGING DIRECTOR, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV
← HEWLETT, JANET, MARIEOwnerSENIOR MANAGING DIRECTOR, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV
← GOUGH, WILLIAM, CHARLESOwnerTRUSTEE, ownership code F, individual
Mar 30, 2021 to presentfactForm ADV
← MCENROE, DANIEL, JAMESOwnerSENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV
← AZIMUTH CAPITAL ADVISORS, INC.OwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 29, 2012 to presentfactForm ADV
← MARK E. VAN FAUSSIEN REVOCABLE TRUST U/A/D 7/25/2004OwnerSHAREHOLDER, ownership code D, domestic entity
Mar 30, 2021 to presentfactForm ADV
← THEODORE N. HADDAD LIVING TRUST U/A/D NOVEMBER 10, 1992OwnerSHAREHOLDER, ownership code C, domestic entity
Mar 30, 2021 to presentfactForm ADV
← WILLIAM C. GOUGH AND SARAH A. GOUGH REVOCABLE LIVING TRUSTOwnerSHAREHOLDER, ownership code D, domestic entity
Mar 30, 2021 to presentfactForm ADV

Owns (1)

← ACA 2 CAPITAL ADVISORS, INC.OwnerMEMBER, ownership code A, domestic entity
Mar 30, 2021 to presentfactForm ADV

Moved with (1)

→ AZIMUTH CAPITAL MANAGEMENTRegistered adviser6 advisors, firm absorbed, same day
Apr 7, 2022 to Jan 1, 2025factForm ADV

Registered with (7)

← TED N HADDADAdvisorregistration: previous registration
Apr 26, 2007 to Apr 7, 2022factForm ADV
← MARK EDWARD VAN FAUSSIENAdvisorregistration: previous registration
May 10, 2013 to Apr 7, 2022factForm ADV
← ALAN LYNN FREEMANAdvisorregistration: previous registration
Jun 16, 2010 to Apr 7, 2022factForm ADV
← PAUL IAN RAGHEBAdvisorregistration: previous registration
Aug 25, 2010 to Apr 7, 2022factForm ADV
← WILLIAM CHARLES GOUGHAdvisorregistration: previous registration
May 10, 2013 to Apr 7, 2022factForm ADV
← DANIEL JAMES MCENROEAdvisorregistration: previous registration
Apr 6, 2010 to Apr 7, 2022factForm ADV
← BRADLEY E LAFFREYAdvisorregistration: previous registration
Jun 16, 2010 to Dec 2, 2010factForm ADV

Dated events

Occurred
Apr 7, 2022
Firm absorbed
Azimuth Capital Management LLC's advisors moved to Azimuth Capital Management (Bloomfield Hills, MI): 6 of 6 registered, on the same day
Form ADVobserved 5 days ago
6 advisors
Occurred
Mar 30, 2021
Control person joined
Edward Mark Van Faussien (Trustee) appeared on Schedule A of Azimuth Capital Management Llc
Form ADVobserved 6 days ago
Occurred
Mar 30, 2021
Control person joined
Charles William Gough (Trustee) appeared on Schedule A of Azimuth Capital Management Llc
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2e066754-589b-85f0-026d-ee14a701305d
First observed: Mar 29, 2012
Last observed: Mar 30, 2022 54 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AZIMUTH CAPITAL MANAGEMENT LLC

CRD 132308

BLOOMFIELD HILLS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2e066754-589b-85f0-026d-ee14a701305d

Data as of Mar 30, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:30 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AZIMUTH CAPITAL ADVISORS, INC.

MANAGING MEMBER

yes

06/2004

Mar 29, 2012

Mar 30, 2022

GOUGH, WILLIAM, CHARLES

Trustee

yes

01/2021

Mar 30, 2021

Mar 30, 2022

HADDAD, TED, N

Trustee

yes

01/2021

Mar 29, 2012

Mar 30, 2022

HADDAD, TED, N

SENIOR MANAGING DIRECTOR

yes

09/2004

Mar 29, 2012

Mar 30, 2022

HEWLETT, JANET, MARIE

SENIOR MANAGING DIRECTOR

yes

09/2004

Mar 29, 2012

Mar 30, 2022

MARK E. VAN FAUSSIEN REVOCABLE TRUST U/A/D 7/25/2004

Shareholder

yes

01/2021

Mar 30, 2021

Mar 30, 2022

MCENROE, DANIEL, JAMES

SENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER

yes

09/2004

Mar 29, 2012

Mar 30, 2022

RAGHEB, PAUL, IAN

SENIOR MANAGING DIRECTOR

yes

09/2004

Mar 29, 2012

Mar 30, 2022

THEODORE N. HADDAD LIVING TRUST U/A/D NOVEMBER 10, 1992

Shareholder

yes

01/2021

Mar 30, 2021

Mar 30, 2022

VAN FAUSSIEN, MARK, EDWARD

Trustee

yes

01/2021

Mar 30, 2021

Mar 30, 2022

WILLIAM C. GOUGH AND SARAH A. GOUGH REVOCABLE LIVING TRUST

Shareholder

yes

01/2021

Mar 30, 2021

Mar 30, 2022

ACA 2 CAPITAL ADVISORS, INC.

Member

01/2021

Mar 30, 2021

Mar 30, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 30, 2022

$3.5B

$3.3B

n/a

2020

Mar 30, 2021

$3.0B

$2.8B

n/a

2019

Mar 30, 2020

$2.6B

$2.4B

n/a

2018

Mar 28, 2019

$2.1B

$1.9B

n/a

2017

Mar 30, 2018

$2.2B

$2.0B

n/a

2016

Mar 29, 2017

$1.9B

$1.7B

n/a

2015

Mar 22, 2016

$1.7B

$1.5B

n/a

2014

Mar 25, 2015

$1.6B

$1.5B

n/a

2013

Mar 27, 2014

$1.4B

$1.3B

n/a

2012

Mar 28, 2013

$653M

$583M

n/a

2011

Mar 29, 2012

$589M

$504M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$3.5B

$3.0B

17.2%

$2.1B

18.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AZIMUTH CAPITAL MANAGEMENT

Apr 7, 2022

Jan 1, 2025

BLOOMFIELD HILLS, MI

Firm absorbed

RIA to new firm

100.0%