VALUES FIRST ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$215,420,365
Discretionary
$212,036,464
Non-discretionary
$3,383,901
Firm details
- CRD number
- 148532
- SEC file number
- 801-70391
- Main office
- JOHNSON CITY, TN, United States
- Employees
- 12
- SEC status
- Approved
- Website
- HTTPS://WWW.VALUESFIRST.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.