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VALUES FIRST ADVISORS, INC.
CRD 148532File 801-70391
APPROVED
Retail clients
Filing as of Jul 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$215.4M
Below cohort median (national)
Discretionary AUM
$212.0M
Non-discretionary $3.4M
Clients
967
1,455 accounts
Employees
12
Below cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 24, 2009
- Principal office
- 801 SUNSET DRIVE, SUITE C100, JOHNSON CITY, TN, 37604
- Phone
- 877-832-3847
- Website
- HTTPS://WWW.VALUESFIRST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $215.4M
- Discretionary AUM
- $212.0M
- Non-discretionary AUM
- $3.4M
- Discretionary accounts
- 1,318
- Non-discretionary accounts
- 137
- Total accounts
- 1,455
- AUM per client
- $223K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.1M |
| High net worth individuals | 73 | $65.0M |
| Individuals (other than high net worth individuals) | 894 | $148.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.