Bank / Wealth / TrustRIA · CRD 157968SEC-Registered

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Amphora Wealth Management

Amphora Wealth Management is an SEC-registered investment adviser in Chapel Hill, NC, registered since 2022. The firm manages $196 million in assets, with $195...

Amphora Wealth Management logo

Amphora Wealth Management

Amphora Wealth Management is an SEC-registered investment adviser in Chapel Hill, NC, registered since 2022. The firm manages $196 million in assets, with $195 million on a discretionary basis. It has 3 employees and 3 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2022

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Chapel Hill

Corporate office

Chapel Hill, NC, United States

Principals

Derek R. Hammond

President & Chief Investment Officer

Frequently asked questions

How does Amphora Wealth Management construct client portfolios?

Amphora acts as an outsourced chief investment officer, building globally diversified portfolios that span public equities, fixed income, real assets, and private placements. The firm blends low-cost passive vehicles for efficient markets with active specialist managers in areas where manager selection can add measurable alpha. Allocations are tailored to each family's total balance sheet, including illiquid and concentrated positions that traditional wealth managers often exclude from their modeling.

Who makes investment decisions at the firm?

Derek R. Hammond serves as President and Chief Investment Officer, and the firm's public commentary consistently bears his byline. The small-team structure suggests Hammond retains central discretion over asset-class tilts, manager selection, and portfolio rebalancing, though the firm has not published a formal investment committee roster.

Is Amphora a family office or a wealth management firm?

Amphora is a registered wealth management and advisory practice, not a single-family office. However, its outsourced-CIO model delivers capabilities—multi-asset portfolio construction across liquid and illiquid assets, manager due diligence, and holistic balance-sheet advice—that mirror many of the core functions found inside fully-staffed family offices.

Does Amphora manage proprietary investment funds?

The firm has not disclosed any proprietary pooled vehicles. Amphora's published materials describe an advisory model built around manager selection, ETF/index implementation, and private placement review rather than manufacturing and distributing in-house funds. This separates its revenue model from the product-creation economics of a traditional asset-gathering firm.

What is Amphora's stance on private investments?

The firm evaluates private equity and venture capital commitments as part of its client allocations, focusing on manager selection rather than direct-company investing at scale. Published commentary indicates an emphasis on identifying specialist managers with repeatable sourcing advantages, consistent with the firm's broader preference for active management in less efficient market segments.

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