$35.5M Total AUM
$30.2M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-19-2014
- Office Locations
- 1
Office Locations
-- Brentwood TN
About SEF Financial
SEF Financial (SEM Capital LLC) is an independent, Tennessee-registered RIA providing fiduciary financial planning and ongoing investment management for individual investors, including retirees. The firm builds a customized “Financial Pathway” for each client and monitors progress over time. It is commission-free and does not sell third-party products; portfolios are largely implemented with ETFs.
Team overview
50 AVG AGE
$35.5M AVG AUM / ADVISOR
$612.0K AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
M
METE FIKRI
Chief Compliance Officer, Chief Executive Officer, PRINCIPAL
- CRD
- #2789061
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,187,042 | -- |
| Non-Discretionary | $5,307,126 | -- |
| Total | $35,494,168 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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