Clients
Amplify Investments serves 42 clients, 37 of them investment companies. The average client has about $421 million with the firm.
- Investment companies37 clients95%
- Pooled investment vehicles5 clients5%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 37 | $16,848,580,566 | 95.2% | $455.4M |
| Pooled investment vehicles | 5 | $852,601,036 | 4.8% | $170.5M |
| Total | 42 | $17,701,181,602 | 100% | $421.5M |
- Clients
- 37
- Regulatory AUM
- $16,848,580,566
- Share
- 95.2%
- Avg. per client
- $455.4M
- Clients
- 5
- Regulatory AUM
- $852,601,036
- Share
- 4.8%
- Avg. per client
- $170.5M
Total
- Clients
- 42
- Regulatory AUM
- $17,701,181,602
- Share
- 100%
- Avg. per client
- $421.5M
What it does
Amplify Investments provides portfolio management for investment companies, portfolio management for pooled vehicles and selecting other managers. It is paid through a percentage of assets.
Amplify Investments provided financial planning to 0 clients last fiscal year and advises no private funds.
95.4% of assets ($16.88B across 39 accounts) are managed with discretion; $817.4M across 3 accounts are not. 8% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Amplify Investments does not have custody of client assets.
- All other custodians$17.70B100%
Ownership and leadership
Amplify Holding Company LLC owns 75% or more of Amplify Investments.
- Owns 75% or more of Amplify Investments LLC
Amplify Holding Company LLC
Control person · since November 2014
- Owns 25% to 50% of Amplify Holding Company LLC
Christian Magoon
Control person · since October 2014
Leadership
- William BeldenPresident
- Jodie CrotteauChief Compliance Officer
- Bradley BaileyCFO
- Christian MagoonManaging Member
- David WildingCOO
Staff
- 42 employees
- 5 in advisory functions
- 29 broker-dealer reps
Reported holdings
Amplify Investments’ reported 13F holdings total $7.23M across 26 positions, and the ten largest make up 65.6% of it.
- $7.23M
- Reported 13F value
- 26
- Positions
- 65.6%
- In the 10 largest
- +29.7%
- Value vs. prior quarter
- Solaris Energy Infras Inc. · Com CL A11.3%
- Bloom Energy Corp. · Com CL A9.5%
- Williams Cos Inc.8.2%
- Kinder Morgan Inc. Del7.1%
- Mplx LP · Com Unit Rep Ltd6.7%
- Enbridge Inc.6.7%
- Archrock Inc.4.1%
- TC Energy Corp.4.1%
- DT Midstream Inc.4.1%
- Kodiak Gas Svcs Inc.3.9%
Together, the ten largest are 65.6% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $7.23M is not its $17.70B in regulatory assets and does not represent any individual client's portfolio.
Fees
Amplify Investments is paid through a percentage of assets under management.
Amplify Investments’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Amplify Investments has 0 offices, with 1 listed address in 1 state.
Illinois · 1 listed address
- 3333 Warrenville Road, Suite 350, LisleHQ
Registration details
- Legal name
- Amplify Investments LLC
- Headquarters
- 3333 Warrenville Road, Suite 350, Lisle, IL 60532
- Phone
- 630-487-2530
- Website
- Not reported
- SEC file
- 801-80692
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Amplify Investments have?
Amplify Investments has 42 clients and manages $17.7 billion for them, as of March 2026. They include 37 investment companies and 5 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Amplify Investments offer?
Amplify Investments provides portfolio management for investment companies, portfolio management for pooled vehicles and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Amplify Investments have?
Amplify Investments has 0 investment adviser representatives registered with state securities authorities, out of 42 employees, and 5 perform investment advisory functions. 29 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Amplify Investments?
Amplify Investments is owned through a holding company by Christian Magoon. Its direct owner is Amplify Holding Company LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Amplify Investments get paid?
Amplify Investments is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file