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| Semmax Financial Advisors Inc
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|
|---|---|
| CRD # | 144978 |
| SEC # | 801-110932 |
| CIK # | 0001767301 |
| AUM | $495.4 M (2026-03-24) |
| Employees | 18 (39% Investors, 0% Brokers) |
| Phone | 336-856-0080 |
| Address | 1447 Trade Mart Blvd Winstonsalem, NC 27127 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 9.9 | ||
| Microsoft Corp | 7.6 | ||
| Facebook Inc | 7.2 | ||
| Priceline Com Inc | 6.8 | ||
| Wells Fargo & Co/MN | 6.4 | ||
| Enbridge Inc | 6.2 | ||
| Alphabet Inc | 6.1 | ||
| Philip Morris International Inc | 5.8 | ||
| Amazon Com Inc | 5.7 | ||
| Starbucks Corp | 5.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 749 | 375.2 |
| (b) Individuals (high net worth individuals) | 77 | 120.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,240 | 495.4 |
| By Discretionary | ||
| Discretionary | 2,240 | 495.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,240 | 495.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 495.4 | |
| Total | 2,240 | 495.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767301] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pandowealth LLC
✚
|
0.5 | |
|
Elevated Capital Advisors LLC
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|
UT | 0.5 |
|
Presidio Capital Management LLC
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|
CA | 0.5 |
|
Clark Financial Services Group Inc
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MO | 0.5 |
|
Schmidt Financial Management Inc
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WA | 0.5 |
|
True Wealth Design LLC
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OH | 0.5 |
|
Whitcomb & Hess Inc
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|
OH | 0.5 |
|
Lifewealth Investments LLC
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|
FL | 0.5 |
|
Ifrah Financial Services Inc
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|
AR | 0.5 |
|
One Degree Advisors Inc
✚
|
CA | 0.5 |