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Semmax Financial Advisors, Inc.

Updated today

Client AUM

$495,360,847

Clients

826

Advisors

8

across 2 offices

About

Semmax Financial Advisors, Inc. provides discretionary and non‑discretionary investment advisory and portfolio management services to a mix of individual clients (including high‑net‑worth individuals), business entities, trusts, estates and charitable organizations, and also offers stand‑alone financial planning and consulting. The firm charges asset‑based advisory fees for managed accounts and may provide implementation or referral services for non‑investment matters when requested.

The firm applies a blend of fundamental, technical and cyclical analysis and implements strategies across equities, fixed income, ETFs, mutual funds, options and select private funds (including a white‑labeled Semmax Fund managed by Fairway Asset Management). Semmax conducts periodic account reviews, prepares consolidated performance reporting, and incorporates rollover, tax and estate considerations into its planning and investment processes.

What is noteworthy for this team is the firm’s network of affiliated businesses and communications practices: many advisers are licensed insurance agents and Semmax maintains an affiliated insurance agency and a tax services affiliate, arrangements the brochure discloses and describes as potential conflicts that the firm manages. The brochure also notes that Semmax occasionally offers impersonal educational seminars, receives marketing and discounted IT support from Advisors Excel/Advisors Tech, and discloses hypothetical performance in its materials—features that are statistically uncommon among similar team firms.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Financial reviews/consulting

Expertise

Options & derivatives strategies Active portfolio management Real estate investing

Occupation focus

Retired

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Fee options

Fixed

Negotiated fixed fee for financial planning, review, and consulting services

Percentage

$0 - $2,000,000: 1.50% annually $2,000,001 - $4,000,000: 1.25% annually $4,000,001+: 1.00% annually

Project-based

Up to $300 per hour for financial planning, review, and consulting services

Other

Account minimum: $50,000.00

Main office

See office

1447 Trade Mart Blvd

Winston Salem NC 27127

Advisors at this office

7

Most active in

Florida · New Hampshire · North Carolina · Pennsylvania · South Carolina · Texas · Virginia

Also doing business as

Semmax Financial Advisors, Inc. · Semmax Financial Group, Inc. · Senmax Financial Advisors, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kyle L

CFP®, Series 66

Winston-Salem, NC

Semmax Financial Advisors, Inc.

Kyle Leonard is a CFP® with eight years of industry experience, currently serving as a financial advisor at Semmax Financial Advisors, Inc. since 2023. His prior experience includes roles at Truliant Federal Credit Union, CUSO Financial Services, Fund Direct Advisors, Intercarolina Financial Services, and Lincoln Financial. Leonard is a volunteer committee member for the City of Mt. Airy Mayor's Office and serves as a board member for Mt. Airy City Schools. Semmax Financial Advisors, Inc. offers discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis across various asset classes and incorporates tax and estate considerations into its planning and investment processes.

Options & derivatives strategies Active portfolio management Real estate investing Retired
user avatar

Lawrence V

Series 66

Winston-Salem, NC

Semmax Financial Advisors, Inc.

Lawrence Vanlandingham is a financial advisor with Semmax Financial Advisors, Inc. in Winston-Salem, NC, holding a Series 66 designation and five years of industry experience. He has previously worked at Maestro Wealth Advisors LLC, Avantax Advisory Services, CUSO Financial Services, and Wells Fargo Bank. Outside of his advisory role, he is involved with Semmax, Inc., an insurance agency where he dedicates time to writing new business and researching annuity and insurance options. Semmax Financial Advisors, Inc. provides advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment vehicles and integrates tax and estate planning considerations in its offerings.

Options & derivatives strategies Active portfolio management Real estate investing Retired
user avatar

John T

Series 65

Winston-Salem, NC

Semmax Financial Advisors, Inc.

John Tyner Jr. is a financial advisor with Semmax Financial Advisors, Inc. in Winston-Salem, NC, holding a Series 65 designation and 18 years of industry experience. He has been with Semmax Financial Advisors since 2007 and also leads affiliated companies including Semmax Inc., an insurance agency, and Semmax Tax, Inc., a tax preparation firm. Semmax Financial Advisors provides discretionary and non-discretionary portfolio management and advisory services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis across multiple asset classes and integrates tax and estate considerations into its investment process.

Options & derivatives strategies Active portfolio management Real estate investing Retired
user avatar

Jonathan S

Series 63, Series 65

Winston-Salem, NC

Semmax Financial Advisors, Inc.

Jonathan Short is a financial advisor at Semmax Financial Advisors, Inc. in Winston-Salem, NC, with seven years of industry experience. He has been with Semmax Financial Group since 2016. Outside of his advisory role, he is involved with Semmax, Inc., an affiliated insurance agency where he integrates risk management products like life and long-term care insurance into client financial planning. Semmax Financial Advisors, Inc. provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis across various investment strategies and maintains affiliated businesses including an insurance agency and tax services.

Options & derivatives strategies Active portfolio management Real estate investing Retired
user avatar

Jordan S

Series 66

Winston-Salem, NC

Semmax Financial Advisors, Inc.

Jordan Shinsky is a financial advisor with Semmax Financial Advisors, Inc. in Winston-Salem, NC, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for four years and spent fourteen years at Fastenal Company. In addition to his advisory role, he is involved with an affiliated insurance agency, focusing on client risk management through life and long-term care insurance products as part of financial planning services. Semmax Financial Advisors, Inc. serves individual clients, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm uses a combination of fundamental, technical, and cyclical analysis across various investment vehicles and integrates tax, estate, and rollover considerations into its client services.

Options & derivatives strategies Active portfolio management Real estate investing Retired
user avatar

Marcus S

Waxahachie, TX

Semmax Financial Advisors, Inc.

Marcus Snodgress is a financial advisor at Semmax Financial Advisors, Inc. with six years of industry experience. He has been associated with Elder Planning Services, Inc. since 2005, where he serves as an owner and insurance agent providing insurance recommendations. Semmax Financial Advisors, Inc. offers discretionary and non-discretionary investment advisory and portfolio management services to individual clients, business entities, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis in managing portfolios across various asset classes, and incorporates tax and estate considerations into its planning and investment processes.

Options & derivatives strategies Active portfolio management Real estate investing Retired
user avatar

Matthew L

Series 65

Winston-Salem, NC

Semmax Financial Advisors, Inc.

Matthew Landon is a financial advisor at Semmax Financial Advisors, Inc. in Winston-Salem, NC, with nine years of industry experience. He has been with Semmax since 2017 and previously worked at IH Caffey Dist. from 2014 to 2017. Landon is registered with the Series 65 credential and is involved in an affiliated insurance agency that offers risk management products as part of financial planning services. Semmax Financial Advisors provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis across various asset classes and incorporates tax and estate considerations into its investment and planning processes.

Options & derivatives strategies Active portfolio management Real estate investing Retired
user avatar

Michael S

CFP®, Series 63, Series 66

Winston-Salem, NC

Semmax Financial Advisors, Inc.

Michael Sellers is a CFP® credentialed financial advisor with 16 years of industry experience. He is currently with Semmax Financial Advisors, Inc., joining in 2022, and has prior experience at firms including TIAA and Vanguard. Outside of his advisory role, he manages a personally owned rental property with minimal involvement. Semmax Financial Advisors, Inc. provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis across multiple asset classes and incorporates tax and estate considerations into its planning processes.

Options & derivatives strategies Active portfolio management Real estate investing Retired
View complete list of advisors at this firm
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