| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Patrick Nunn Control | President, Director | 50-75% | 2023 |
| Edwin Garland West (iii) Control | Chief Compliance Officer | Under 5% | 2018 |
| Larry Alexander Ellis Control | Ceo / Treasurer / Director | 50-75% | 2023 |
Values First Advisors, Inc. reports $202 million in regulatory assets under management on its Form ADV.
Values First Advisors, Inc. reports 13 employees.
Values First Advisors, Inc. is based in Johnson City, TN and has been SEC-registered since 2009.
Values First Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 801 Sunset Drive, Suite C100, Johnson City, TN 37604 |
| Phone | 877-832-3847 |
| Fax | 877-225-1670 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1913608 |
| Discloses disciplinary history | No |
| Discretionary | $198.3M |
| Non-discretionary | $3.7M |
| Total (RAUM) | $202M |