Firm
Azimuth Capital Management
Winthrop, Maine
Fee-only
Azimuth Capital Management at a glance
- One of 40 fee-only firms based in Maine in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 82 individual clients, 11 of them high net worth.
- Its average account is about $178,000 (assets it manages divided by its 202 accounts).
Facts
| Based in | Winthrop, Maine |
|---|---|
| Website | azimuthme.com |
| Phone | (207) 377-2053 |
Azimuth Capital Management fees
Azimuth Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $36 million |
| Individual clients | 71 |
| High-net-worth clients | 11 |
| Accounts managed | 202 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 165740 |