Values First Advisors, Inc.
● SEC registered since 2009CRD 148532SEC# 801-70391Johnson City, TN
Reg. AUM
$215.4M
Employees
12
Accounts
1,455
Location
Johnson City, TN
Values First Advisors, Inc. assets under management
Values First Advisors, Inc. is an SEC-registered investment adviser based in Johnson City, TN. The firm has been registered since 2009. It reports $215.4 million in regulatory assets under management and employs 12 people.
Values First Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Patrick Nunn Control | President, Director | 50-75% | 2023 |
| Edwin Garland West (iii) Control | Chief Compliance Officer | Under 5% | 2018 |
| Larry Alexander Ellis Control | Ceo / Treasurer / Director | 50-75% | 2023 |
Frequently asked questions
How much does Values First Advisors, Inc. manage?
Values First Advisors, Inc. reports $215.4 million in regulatory assets under management on its Form ADV.
How many employees does Values First Advisors, Inc. have?
Values First Advisors, Inc. reports 12 employees.
Where is Values First Advisors, Inc. located?
Values First Advisors, Inc. is based in Johnson City, TN and has been SEC-registered since 2009.
Does Values First Advisors, Inc. disclose fund performance?
Values First Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 801 Sunset Drive, Suite C100, Johnson City, TN 37604 |
| Phone | 877-832-3847 |
| Fax | 877-225-1670 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1913608 |
| Discloses disciplinary history | No |
Regulatory AUM
$215.4M▲ 7%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$215.4Mregulatory AUM
Discretionary $212MNon-discretionary $3.4M