Amplified Alpha
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$281,465
Clients
2
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$140,733
About
Amplified Alpha provides discretionary investment management primarily to individual clients and also operates a private pooled investment vehicle. The firm offers managed accounts that are tailored to each client’s investment policy statement and occasionally circulates market commentary or newsletters to clients.
The firm’s investment approach centers on an actively traded quantitative model that emphasizes leverage, market timing, and active risk management, implemented through leveraged exchange-traded products, derivatives, and options. Client assets are invested according to individual suitability assessments, and the same model may be made available to managed accounts when consistent with a client’s risk tolerance and time horizon.
What distinguishes Amplified Alpha from many peers is its combination of advising a private pooled fund with performance-based compensation arrangements (limited to qualified investors), the explicit use of derivatives and leveraged instruments inside both the fund and client accounts, and the firm’s occasional publication of market periodicals. The adviser is newly formed with a small asset base and principals who maintain outside professional roles, disclosures the firm notes and manages through its compliance practices.
Client services
Portfolio management
Newsletters or periodicals
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Occupation focus
Founder/Business Owner
Fee options
$0+: 1% management fee if client does not participate in the model $0+: 2% management fee if client participates in the actively traded model
40% performance fee on profits over a benchmark for the fund (no management fee charged to the fund)
Account minimum: $250,000 minimum to invest in the fund; no minimum account size requirement for managed accounts Minimum fee: $2,500 annually minimum fee for new managed account clients; $5,000 minimum if client desires participation in the actively traded model (may be waived or reduced)
Main office location
Amplified Alpha
6905 Echo Bluff Dr
Dallas TX 75248, United States
Number of offices
2
Most active in
Amplified Alpha has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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