SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Azimut Investment Advisors LLC
Miami, FL
CRD 134626
Firm filing updated May 12, 2026 ·
- $1BAssets
- 7Advisory staff
- 485Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Performance-based feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Corporations or other businesses187
- Individuals108
- High net worth individuals82
- Investment companies1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 108 | $28.8 million |
| High net worth individuals | 82 | $148.1 million |
| Investment companies | 1 | $44.6 million |
| Charitable organizations | Fewer than 5 clients | $17.2 million |
| Insurance companies | Fewer than 5 clients | $2.9 million |
| Corporations or other businesses not listed above | 187 | $735.2 million |
| Other: "4" | Fewer than 5 clients | $25.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "MUTUAL FUND EQUIVALENT IN LUXEMBOURG"
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "MUTUAL FUND EQUIVALENT IN LUXEMBOURG"
Assets and accounts
- Regulatory assets$1.0 billion
- Accounts485
- Discretionary$664.3 million · 283 accounts
- Non-discretionary$338.4 million · 202 accounts
People
- Employees10
- Advisory staff7
- Broker-dealer reps4
- Licensed insurance agents0
- Planning clients0
Advisors
10 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 134626, SEC file 801-64054.
- Registered with the SEC as an investment advisor (status date on record: May 10, 2005).
Is Azimut Investment Advisors LLC a fiduciary?
Short answer: Azimut Investment Advisors LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 4 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.