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AMPLIFY ETFS

Legal name: AMPLIFY INVESTMENTS LLC

CRD 173781File 801-80692
APPROVED
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$17.70B
Top 10% of cohort (national)
Discretionary AUM
$16.88B
Non-discretionary $817.4M
Clients
42
42 accounts
Employees
42
Top 10% of cohort in IL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Jan 2, 2015
Principal office
3333 WARRENVILLE ROAD, SUITE 350, LISLE, IL, 60532
Phone
(630) 487-2530

Assets & accounts

ADV Item 5F
Total regulatory AUM
$17.70B
Discretionary AUM
$16.88B
Non-discretionary AUM
$817.4M
Discretionary accounts
39
Non-discretionary accounts
3
Total accounts
42
AUM per client
$421.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Investment companies37$16.85B
Pooled investment vehicles5$852.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees3042increased by12
Apr 1, 2026Clients3242increased by10
Apr 1, 2026AUM$10,091,060,461$17,701,181,602increased by$7,610,121,141
Apr 1, 2026Accounts3242increased by10
May 1, 2025
vs Oct 1, 2022
Employees1530increased by15
May 1, 2025
vs Oct 1, 2022
Clients1732increased by15
May 1, 2025
vs Oct 1, 2022
AUM$3,550,924,929$10,091,060,461increased by$6,540,135,532
May 1, 2025
vs Oct 1, 2022
Accounts1732increased by15
Oct 1, 2022Employees1415increased by1
Oct 1, 2022Clients1417increased by3
Oct 1, 2022AUM$4,409,759,806$3,550,924,929decreased by$858,834,877
Oct 1, 2022Accounts1417increased by3
Apr 1, 2022Employees1214increased by2
Apr 1, 2022Clients1014increased by4
Apr 1, 2022AUM$3,113,936,299$4,409,759,806increased by$1,295,823,507

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “AMPLIFY ETFS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMPLIFY ETFS” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.