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Values First Advisors
VALUES FIRST ADVISORS, INC. is an SEC-registered investment adviser in JOHNSON CITY, TN, registered since 2009. The firm manages $215 million in assets, $212...
Values First Advisors
VALUES FIRST ADVISORS, INC. is an SEC-registered investment adviser in JOHNSON CITY, TN, registered since 2009. The firm manages $215 million in assets, $212 million on a discretionary basis. It has 12 employees and 9 investment advisers.
General information
Firm type
Asset Manager
Frequently asked questions
Who is the CEO or lead principal at Values First Advisors?
No named principal or CEO is publicly listed for Values First Advisors. The firm's leadership remains unidentified in public records as of 2025.
What does Values First Advisors actually invest in?
There is no public documentation of the firm's investment strategy, asset-class focus, or specific sectors. The name suggests a values-based approach, but no deals, portfolio companies, or fund commitments have been disclosed.
Is Values First Advisors a family office or an RIA?
The firm is registered as an advisory entity (inc.), but its precise structure — single-family office, multi-family office, or independent RIA — is unknown. No regulatory filings or public disclosures clarify this.
Where is Values First Advisors headquartered?
The firm's headquarters city and country are not publicly listed in available databases as of 2025.
How large is Values First Advisors in terms of assets under management?
AUM is undisclosed. No public figure or estimate exists for the firm's managed assets.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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