$495.4M Total AUM
$495.4M Disc. AUM
20.0% 3Y CAGR
18 Employees
896 ADV. Clients
18 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-06-2007
- Office Locations
- 2
Office Locations
1447 Trade Mart Blvd Winston-Salem NC
-- Waxahachie TX
About Semmax Financial Advisors, Inc.
Semmax Financial Advisors, Inc. is a Winston-Salem-based RIA with 2 offices. The firm has been operating for 18 years. Managing $495.4M in total assets under management, with 7 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
40 AVG AGE
$70.8M AVG AUM / ADVISOR
$552.9K AVG AUM / CLIENT
6.8 yrs AVG TENURE
18 Employees
7 Advisory Reps
7 RIA Reps
18yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN ELLIS TYNER JR.
Investment Advisor, President
- CRD
- #5406254
- Ownership
- 75% or more
Available
Available
Available
JONATHAN PHILIP SHORT
Chief Compliance Officer, Financial Advisor
- CRD
- #5558074
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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Matthew Jeremiah Landon
Partner
- CRD
- #6844151
Available
Available
Available
KYLE ADAM LEONARD
Financial Advisor
- CRD
- #6312308
Available
Available
Available
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $495,360,847 | $221,143 |
| Non-Discretionary | $0 | -- |
| Total | $495,360,847 | $221,143 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2025
| 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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