Azimuth Capital Investment Management LLC

ITEM 5: FEES AND COMPENSATION

Fees for Investment Supervisory Services
       The fee schedule for our investment advisory services is generally based upon a
percentage of the client’s assets under our management and the overall investment structure of
the account. The specific manner in which we charge fees is established in our written
agreement with the client. Although our fees for our services may be negotiated under certain
circumstances, our standard fee schedule is as follows:

       Equity or Balanced Account
                    Assets                                         Annual Fee
             On the first $5,000,000                                 1.00%
             On the next $20,000,000                                 0.75%
             Amounts in excess of $25,000,000                        0.50%

SEC Part 2A of Form ADV                           5          Azimuth Capital Investment Management LLC
March 30, 2026

       Fixed-Income Account
                     Assets                                        Annual Fee
              On the first $2,000,000                                0.50%
              On the next $3,000,000                                 0.40%
              Amounts in excess of $5,000,000                        0.25%

      Generally, each client account is subject to a minimum account size of $1,000,000, but
we may waive this requirement at our sole discretion.

        For new client relationships, the fees for our investment supervisory services are
generally billed quarterly in advance and are based on a percentage of the client’s assets under
our management. In certain circumstances, fees may be negotiated based upon considerations
that can include size or type of account, the complexity of the relationship, type of client,
composition of assets or specific investment or strategy. Negotiated fees may be higher or lower
than those described in this Brochure. Any such negotiated fee schedules are set forth in the
client’s investment management agreement.

        Furthermore, in certain situations where we have negotiated fees, those fees may vary
based upon the portfolio structure of client account(s); for instance, there would be a different fee
schedule for assets comprised of fixed income investments or strategies as compared to assets
comprised of equities investments or strategies. Thus, in circumstances where we have
negotiated a fee arrangement and the client agreement grants us discretion to allocate assets
among different investments or strategies with different fee schedules, a potential conflict of
interest may exist. We mitigate the potential conflict by (a) offering our standard balanced fee
schedule where the client’s fee is not dependent upon the type of investments or strategies the
client assets are invested in, and/or (b) managing such relevant accounts consistent with our
other client accounts, as more fully described elsewhere within this Brochure.

       Clients generally elect to authorize the custodian to debit our fees directly from the client
account. For clients that have chosen to have their fees debited from their account, we submit a
statement to the client’s custodian stating our fees for the quarter. Clients are sent a separate
copy of the statement of fees with their quarterly reporting package. Accounts initiated during a
calendar quarter are charged a prorated fee.

        For purposes of calculating fees, we value a client’s account as of the last business day of
the prior calendar quarter. Generally, the fee for a given quarter is calculated by applying the
client’s fee schedule to the prior calendar quarter-end account value as reflected in our reporting
and billing systems. More specifically, the billing system we employ determines the fee for any
quarter by multiplying (a) the applicable annual fee percentage(s) from the client’s fee schedule
by (b) the prior calendar quarter-end value(s) of the client’s account as reflected in our reporting
and billing systems; and then dividing the result by four. Each quarterly bill contains a detailed
description of how the fee is calculated. Please note that the values utilized to calculate fees may

SEC Part 2A of Form ADV                          6          Azimuth Capital Investment Management LLC
March 30, 2026

differ from those reported by the account custodian as further described in “ITEM 15:

ITEM 7: TYPES OF CLIENTS

         We offer portfolio management and other services to individuals, high net worth indivi-
duals, trusts, pension and profit-sharing plans, charitable institutions, foundations, non-profit
institutions, banks and thrift institutions, municipal entities and other U.S. institutions,
corporations or entities.