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Semmax Financial Advisors, Inc.

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Client assets under management

$495,360,847

Clients

826

9% high-net worth

Advisors

7

of 18 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

118

Very High

Average account size

$599,710

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

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 location

Semmax Financial Advisors, Inc.

1447 Trade Mart Blvd

Winston Salem NC 27127, United States

Number of offices

2

Most active in

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

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® and holds a Series 66 license with eight years of industry experience. He is currently with Semmax Financial Advisors, Inc. and has previously worked at Truliant Federal Credit Union, CUSO Financial Services, Fund Direct Advisors, Intercarolina Financial Services, and Lincoln Financial. Leonard serves as a volunteer committee member for the City of Mt. Airy Mayor's Office and is a board member for Mt. Airy City Schools. Semmax Financial Advisors, Inc. serves individuals, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary investment management, financial review, planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis and offers a variety of investment strategies, including allocations to private funds and consolidated performance reporting.

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. His prior roles include positions at Maestro Wealth Advisors LLC, Avantax Advisory Services, CUSO Financial Services, and Wells Fargo Bank. He is also involved with Semmax, Inc., an affiliated insurance agency where he works on new business development and servicing existing clients. Semmax Financial Advisors, Inc. serves individuals, business entities, trusts, estates, and charitable organizations with investment management, financial planning, and consulting services. The firm employs a range of strategies combining fundamental, technical, and cyclical analysis and offers consolidated performance reporting and access to private funds.

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 is a financial advisor at Semmax Financial Advisors, Inc. in Winston Salem, NC, with 18 years of industry experience. He holds a Series 65 designation and has been affiliated with Semmax Financial Advisors since 2007. Outside of his advisory role, he serves as president of Semmax, Inc., an insurance agency. Semmax Financial Advisors serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary investment management, financial review, planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and provides consolidated performance reporting that includes third-party data.

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 holds Series 63 and Series 65 licenses and has been with Semmax Financial Group since 2016. Outside of his advisory role, he is involved with Semmax, Inc., an affiliated insurance agency that offers life and long-term care insurance products as part of comprehensive financial planning. Semmax Financial Advisors, Inc. serves individuals, business entities, trusts, estates, and charitable organizations with investment management, financial review, planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis and offers a range of investment strategies, including allocations to private funds and consolidated performance reporting.

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 at Semmax Financial Advisors, Inc. in Winston Salem, NC, with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Fastenal Company. Outside of his advisory role, he is involved with Semmax, Inc., an affiliated insurance agency that provides risk management products as part of financial planning services. Semmax Financial Advisors serves individuals, business entities, trusts, estates, and charitable organizations with investment management, financial review, planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment strategies and offers access to private funds, consolidated performance reporting, and affiliated insurance and tax services.

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, holding a Series 65 credential with eight years of industry experience. He has worked at Semmax Financial Advisors since 2017 and previously at IH Caffey Dist. from 2014 to 2017. Landon is also involved with Semmax, Inc., an affiliated insurance agency that offers life and long-term care insurance as part of client financial planning. Semmax Financial Advisors serves individuals, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary investment management, financial review, planning, and consulting services. The firm’s investment approach includes fundamental, technical, and cyclical analysis, utilizing a range of strategies and private funds, and it offers consolidated performance reporting for clients.

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® professional with 15 years of industry experience, currently serving at Semmax Financial Advisors, Inc. in Winston Salem, NC. His prior roles include positions at Tiaa, Aspire Private Capital, Sa Stone Wealth Management, Synergy Investment Group, and Vanguard. Semmax Financial Advisors, Inc. provides investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment strategies and offers unique features such as affiliated insurance and tax services, private funds, and consolidated performance reporting.

Options & derivatives strategies Active portfolio management Real estate investing Retired
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