Amplify Investments Llc
- Regulatory AUM
- $17.7B
- Discretionary
- $16.9B
- Clients
- 42
- Avg AUM / client
- $421M
- Accounts
- 42
- Employees
- 42
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 37 | $16.8B | 95.2% |
| Pooled investment vehicles (non-investment companies) | 5 | $853M | 4.82% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Magoon, Christian, William | Managing Member | Oct 2014 (12y) | ≈ 18.75% – 50% via Amplify Holding Company Llc | |
| Edward Hayes Keiley | Cco | Sep 2015 (11y) | Less than 5% | |
| Bailey, Bradley, Howell | Cfo | Apr 2016 (10y) | Less than 5% | |
| Belden, William | President | Nov 2018 (8y) | Less than 5% | |
| Wilding, David, Floyd | Coo | Feb 2023 (4y) | Less than 5% | |
| Thomas Engwall Aagaard | Registered representative | Sep 2018 (8y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Amplify Holding Company Llc | Sole Owner | Nov 2014 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Magoon, Christian, William: 25% – 50% of Amplify Holding Company Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗