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VALUES FIRST ADVISORS, INC.

CRD 148532 · SEC 801-70391

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801 SUNSET DRIVE, SUITE C100, JOHNSON CITY, TN, 37604, United States

Phone

877-832-3847

Fax

877-225-1670

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$215.4M

Discretionary AUM

$212.0M

Team

12 total employees; 9 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals894$148.3M
High net worth individuals73$65.0M

States served

AL, AR, GA, IL, IA, KS, KY, LA, MI, MS, NM, NY, NC, OH, OK, PA, SC, TN, VA, MO, TX, FL

All web addresses on file

Official SEC filing: View on IAPD