# Values First Advisors

Values First Advisors is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/5058158

## Regulatory record

- **CRD number:** 148532
- **SEC file number:** 801-70391
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148532

## About

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.

## 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.

### 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.

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- [Bolthouse Investment Management Services](https://altss.com/profile/bolthouse-investment-management-services)
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Last updated: 2026-06-03T20:00:00.000Z

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