Waxahachie, TX Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Semmax Financial Advisors, Inc.
Team
Firm-wide stats for Semmax Financial Advisors, Inc.
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.
Based on Semmax Financial Advisors, Inc.
Expertise
Based on Semmax Financial Advisors, Inc.
Location
Waxahachie TX
Advisors at this office
1
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