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- Custodian
- Axos
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-19-1995
- Office Locations
- 5
Office Locations
About SEM Wealth Management
SEM Wealth Management is an RIA serving both individual investors and advisors with financial planning, portfolio construction, and ongoing asset management. The firm emphasizes values-based investing through its Cornerstone Portfolios and publishes SEM Market Insights/Trader’s Blog to provide market context and advisor-ready talking points. Portfolios commonly use ETFs and mutual funds.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RICHARD CHANDLER GAGE
Chief Compliance Officer, Owner, President, TREASURER
- CRD
- #2658551
- Ownership
- 50% but less than 75%
JEFFREY SCOTT HYBIAK
Owner, Secretary, VICE PRESIDENT
- CRD
- #4413785
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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SHANNON KOFFORD CHANDLER
President
- CRD
- #3106991
Edward Ralph Dudley
Financial Advisor
- CRD
- #1855258
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $734,623,000 | $186,642 |
| Non-Discretionary | $198,868,000 | $1,541,612 |
| Total | $933,491,000 | $229,641 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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