Values First Advisors, Inc.
Values First Advisors, Inc. is an SEC-registered mass-market adviser in Johnson City, TN with $215.4M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Values First Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148532, SEC 801-70391, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $215.4M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Location
- Johnson City, TN
- Employees
- 12
- Clients
- 967
- CRD
- 148532
- Ownership
- NUNN, ROY, ELVIN; MILLER, JAMES, HAROLD; ELLIS, LARRY, ALEXANDER; WEST (III), EDWIN GARLAND; PERONI, JASON, MATTHEW
How much AUM does Values First Advisors, Inc. have?
Values First Advisors, Inc. reported $215.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Values First Advisors, Inc.?
Disclosed owners and executives of Values First Advisors, Inc. include NUNN, ROY, ELVIN, MILLER, JAMES, HAROLD, ELLIS, LARRY, ALEXANDER, WEST (III), EDWIN GARLAND, PERONI, JASON, MATTHEW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.