Semmax Financial Advisors, Inc.
- Regulatory AUM
- $495M
- Discretionary
- $495M
- Clients
- 826
- Avg AUM / client
- $600K
- Accounts
- 2,240
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 749 | $375M | 75.7% |
| High net worth individuals | 77 | $120M | 24.3% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Ellis Tyner | President | Aug 2007 (19y) | 75% or more | |
| Jonathan Philip Short | Chief Compliance Officer | Aug 2021 (5y) | Less than 5% | |
| Matthew Jeremiah Landon | Registered representative | Aug 2017 (9y) | ||
| Marcus Duncan Snodgress | Registered representative | Oct 2020 (6y) | ||
| Michael Andrew Sellers | Registered representative | CFP | Jan 2022 (5y) | |
| Lawrence David Vanlandingham | Registered representative | May 2022 (4y) | ||
| Jordan Francis Shinsky | Registered representative | Aug 2022 (4y) | ||
| Kyle Adam Leonard | Registered representative | CFP | Jul 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $483M (97% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗