Amoeba Growth Management LLC

RIASEC Registered
Total AUM
$28.2M
Discretionary
$28.2M
100% of AUM
Avg account
$1.8M
Accounts
16
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
127525
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Amoeba Growth Management LLC is an independent registered investment adviser that serves individuals, families and small-business owners. The firm charges a percentage-of-AUM advisory fee and delivers discretionary portfolio management alongside financial planning. Its stated investment posture favors equities: exchange-traded instruments are the dominant allocation tool, with portfolios constructed around liquid, tradable positions rather than extensive private-market commitments. The practice is small and boutique in scale, which supports personalization and direct manager oversight. Amoeba Growth Management LLC does not position itself as an active ESG investor and does not operate as a multi-state advisory platform or a capital allocator to in-house funds. Portfolio decisions appear driven by traditional equity exposure and tactical use of outside managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 91%, Non-Exchange Traded Equities 3%, Derivatives 3%, Cash & Cash Equivalents 3%91%
  • Exchange Traded Equities91%
  • Non-Exchange Traded Equities3%
  • Derivatives3%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • John Conley

    John Conley

    PresidentCRD 4677505

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth