Erin K. Farley

AZIMUTH CAPITAL MANAGEMENT

Bloomfield Hills, MI 48304

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CRD#: 6651925

Professional summary

Erin Kathleen Farley, CFP®, CPWA® is a registered financial advisor currently at AZIMUTH CAPITAL MANAGEMENT located in Bloomfield Hills, Michigan.

Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Erin has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Kathleen Farley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

CPWA^®

Certified Private Wealth Advisor

Start date: 2022-04-06

Expire date: 2024-03-31

Experience

Current

August 5, 2025 - Present

AZIMUTH CAPITAL MANAGEMENT

Office #1: 200 East Long Lake Road Suite 160, Bloomfield Hills, MI 48304

RIA

CRD#: 319062

Bloomfield Hills, MI

Past

August 23, 2016 - July 7, 2025

PLANTE MORAN FINANCIAL ADVISORS

RIA

CRD#: 112158

SOUTHFIELD, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AZIMUTH CAPITAL MANAGEMENT

AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | AZIMUTH CAPITAL MANAGEMENT LLC | AZIMUTH CAPITAL MANAGEMENT

CRD#: 319062 / SEC#: 801-123448

RIA

Registered Investment Advisory firm - (3/14/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(8/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/20/2016

Uniform Investment Adviser Law Examination

Current Firm

AZIMUTH CAPITAL MANAGEMENT

AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | AZIMUTH CAPITAL MANAGEMENT LLC | AZIMUTH CAPITAL MANAGEMENT

CRD#: 319062 / SEC#: 801-123448

RIA

Registered Investment Advisory firm - (3/14/2022 Approved)

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Contact information

Main Address

200 East Long Lake Road Suite 160, Bloomfield Hills, MI 48304

Mailing Address

Phone number

(248) 433-4000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,566
AUM (Assets Under Management)	$ 3,826,396,548

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Erin K. Farley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Kathleen Farley's CRS (Customer Relationship Summary).

Certified licenses

Experience

AZIMUTH CAPITAL MANAGEMENT

PLANTE MORAN FINANCIAL ADVISORS

Primary Firm SEC Registration

AZIMUTH CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/20/2016

Current Firm

AZIMUTH CAPITAL MANAGEMENT

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AZIMUTH CAPITAL MANAGEMENT

TRUST BUT VERIFY

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