Firm profile

AMPLIFY INVESTMENTS LLC

LISLE, ILCRD 173781Latest ADV March 27, 2026

Amplify Investments LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lisle, IL. Its latest Form ADV filing, dated March 27, 2026, reports $17.7B in regulatory assets under management, 42 employees, and 42 accounts.

Assets Under Management
$17.7B
Employees
42
Offices
--
Total Clients
42
Primary office
LISLE, IL
3333 WARRENVILLE ROAD, SUITE 350, LISLE, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOChristian W. Magoon
CCOJodie L. Crotteau
CFOBradley H. Bailey

Advisory services offered

3 types reported
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Selection of other advisers

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 88.1% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
88.1%
37
2
Pooled Investment Vehicles
11.9%
5

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$17.7Bas of March 27, 2026
Discretionary95.4%
$16.9B
95% of total RAUM95.4%
Non-discretionary4.6%
$817M
5% of total RAUM4.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$17.7B
Total Accounts42
10Y AUM Change+$17.6B (+13685.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees42
Clients per Employee1:1
10Y Employee Change+31 (+281.8%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.