Values First Advisors, Inc.
Firm details
- Headquarters
- Johnson City, Tennessee
- CRD number
- 148532
- Registered since
- July 24, 2009
- Website
- valuesfirst.com
- Custodians
- GOLDMAN SACHS CUSTODY SOLUTIONS
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals68.84%
- HNWI30.17%
- Charitable Organizations0.99%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Values First Advisors, Inc. is an independent, owner-operated registered investment adviser formed in 2009 that serves individual and family clients. The firm functions as a capital allocator, combining portfolio management and financial planning with the selection of outside advisers when appropriate. Its billing options include a percentage-of-assets model as well as hourly and fixed-fee arrangements. The firm’s publicly reported advisory activities emphasize financial planning, discretionary portfolio management for individuals and small businesses, and manager selection. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents6%
Contacts
3 of 7
Larry Ellis
Founding PartnerCRD 5310413
Benjamin Nunn
President and PartnerCRD 6345560
Michael Mitchell
Investment Analyst & Portfolio ManagerCRD 5836607
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$88.3M in ETFs
84%
$74.1M
8%
$14.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH) | Vanguard | Passive | Short Government | $10.1M | 173,787 | 11.46% |
Location
Johnson City, TN
Washington
Location
Johnson City, TN
Headquartered in Johnson City, TN, anchoring the Johnson City-Kingsport-Bristol, TN-VA metro in the South.
- Metro area
- Johnson City-Kingsport-Bristol, TN-VA
- Region
- South
- County
- Washington
- Address
- 801 Sunset Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Roan Capital Partners
RIAJohnson City, TN
Allied Investments
RIAJohnson City, TN
Worthwhile Wealth Council
RIAJohnson City, TN
BCS Wealth Management, LLC
RIAJohnson City, TN
Lake Park Advisors
RIAJohnson City, TN
Valor Financial Planning
RIAJohnson City, TN