Updated:
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
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: