SourcingSourcing

STRATEGIC EQUITY MANAGEMENT, INC.

C42
CRD 112142·SEC 801-55690·TUCSON, AZ
AUM
$933.5M
$500M-$1B
Est. Revenue
$9.3M
@ 1% on AUM
Est. EBITDA
$2.8M
@ 30% margin
Est. Deal Value
$22.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STRATEGIC EQUITY MANAGEMENT, INC.
CRD
112142
SEC file #
801-55690
EIN
—
DBA names
Sem Wealth Management

Economics

AUM
$933.5M
AUM band
$500M-$1B
AUM trajectory
'20'26
$455.1M → $933.5M▲ +105%
Client mix
Individuals Other1,720
Individuals High Net Worth260
Charitable Organizations10

Operations

Employees (total)
11
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
5 advisors → 4 advisors▼ -20%
Primary office
TUCSON AZ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
twitter.com/semwealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GAGE, RICHARD, CHANDLER
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GAGE, RICHARD, CHANDLER
HYBIAK, JEFFREY, SCOTT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
7
Bc Firm Active IA Count
16
Bc Firm IAR Count
16
Custodian Candidates
Full
E*trade4
Axos Advisor Services2
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2658551
Trust Company Affiliate
No

People (9)

9
GAGE, RICHARD, CHANDLER
IAR · Direct Owner · 62.5%
2658551
HYBIAK, JEFFREY, SCOTT
IAR · Direct Owner · 37.5%
4413785
Cody Scott Hybiak
IAR
6926372
TIMOTHY LEE MCCAIN
IAR
5161195
JAMES PATRICK STOVER
IAR
5161221
SHANNON KOFFORD CHANDLER
IAR
3106991
GARLAND MURPHY SCOTT
IAR
4163755
Edward Ralph Dudley
IAR
1855258
GREGORY LYNN GRIMES
IAR
2532212