SEMMAX FINANCIAL ADVISORS, INC.
CRD #144978 SEC #801-110932 WINSTON-SALEM, NC 336-856-0080
SEC Registered
Total AUM
$395.3M
Discretionary
$395.3M
Employees
18
Clients
--
Accounts
2,007
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $395.3M | $395.3M | $0 | 18 | 20 |
| Mar 2024 | $333.2M | $333.2M | $0 | 18 | 0 |
| Mar 2023 | $291M | $291M | $0 | 19 | 0 |
| Mar 2022 | $185.8M | $185.8M | $0 | 18 | 0 |
| Nov 2021 | $285.2M | $285.2M | $0 | 18 | 0 |
| Oct 2021 | $285.2M | $285.2M | $0 | 18 | 0 |
| Sep 2021 | $285.2M | $285.2M | $0 | 18 | 0 |
| Jun 2021 | $285.2M | $285.2M | $0 | 18 | 0 |
| May 2021 | $285.2M | $285.2M | $0 | 18 | 0 |
| Mar 2021 | $285.2M | $285.2M | $0 | 18 | 0 |
| Oct 2020 | $213.5M | $213.5M | $0 | 19 | 0 |
| Jul 2020 | $213.5M | $213.5M | $0 | 19 | 0 |
| Jun 2020 | $213.5M | $213.5M | $0 | 19 | 0 |
| Mar 2020 | $213.5M | $213.5M | $0 | 19 | 0 |
| Mar 2020 | $213.5M | $213.5M | $0 | 19 | 0 |
| Dec 2019 | $153M | $152.4M | $506.9K | 17 | 0 |
| Nov 2019 | $153M | $152.4M | $506.9K | 17 | 0 |
| May 2019 | $153M | $152.4M | $506.9K | 17 | 0 |
| Mar 2019 | $153M | $152.4M | $506.9K | 17 | 0 |
| Feb 2019 | $137.1M | $136.7M | $426.3K | 15 | 0 |
| Jul 2018 | $137.1M | $136.7M | $426.3K | 15 | 0 |
| Mar 2018 | $137.1M | $136.7M | $426.3K | 15 | 0 |
| Oct 2017 | $112.7M | $104.4M | $8.2M | 13 | 0 |
| Aug 2017 | $112.7M | $104.4M | $8.2M | 13 | 600 |
| Jun 2017 | $112.7M | $104.4M | $8.2M | 13 | 600 |
DateMar 2025
Total AUM$395.3M
Discretionary$395.3M
Non-Disc.$0
Employees18
Clients20
DateMar 2024
Total AUM$333.2M
Discretionary$333.2M
Non-Disc.$0
Employees18
Clients0
DateMar 2023
Total AUM$291M
Discretionary$291M
Non-Disc.$0
Employees19
Clients0
DateMar 2022
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees18
Clients0
DateNov 2021
Total AUM$285.2M
Discretionary$285.2M
Non-Disc.$0
Employees18
Clients0
DateOct 2021
Total AUM$285.2M
Discretionary$285.2M
Non-Disc.$0
Employees18
Clients0
DateSep 2021
Total AUM$285.2M
Discretionary$285.2M
Non-Disc.$0
Employees18
Clients0
DateJun 2021
Total AUM$285.2M
Discretionary$285.2M
Non-Disc.$0
Employees18
Clients0
DateMay 2021
Total AUM$285.2M
Discretionary$285.2M
Non-Disc.$0
Employees18
Clients0
DateMar 2021
Total AUM$285.2M
Discretionary$285.2M
Non-Disc.$0
Employees18
Clients0
DateOct 2020
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees19
Clients0
DateJul 2020
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees19
Clients0
DateJun 2020
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees19
Clients0
DateMar 2020
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees19
Clients0
DateMar 2020
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees19
Clients0
DateDec 2019
Total AUM$153M
Discretionary$152.4M
Non-Disc.$506.9K
Employees17
Clients0
DateNov 2019
Total AUM$153M
Discretionary$152.4M
Non-Disc.$506.9K
Employees17
Clients0
DateMay 2019
Total AUM$153M
Discretionary$152.4M
Non-Disc.$506.9K
Employees17
Clients0
DateMar 2019
Total AUM$153M
Discretionary$152.4M
Non-Disc.$506.9K
Employees17
Clients0
DateFeb 2019
Total AUM$137.1M
Discretionary$136.7M
Non-Disc.$426.3K
Employees15
Clients0
DateJul 2018
Total AUM$137.1M
Discretionary$136.7M
Non-Disc.$426.3K
Employees15
Clients0
DateMar 2018
Total AUM$137.1M
Discretionary$136.7M
Non-Disc.$426.3K
Employees15
Clients0
DateOct 2017
Total AUM$112.7M
Discretionary$104.4M
Non-Disc.$8.2M
Employees13
Clients0
DateAug 2017
Total AUM$112.7M
Discretionary$104.4M
Non-Disc.$8.2M
Employees13
Clients600
DateJun 2017
Total AUM$112.7M
Discretionary$104.4M
Non-Disc.$8.2M
Employees13
Clients600