Alm First Financial Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 30, 2026, reports $76.2B in regulatory assets under management, 23 employees, and 189 accounts.
Assets Under Management
$76.2B
Employees
23
Offices
--
Total Clients
162
Primary office
DALLAS, TX
3800 MAPLE AVENUE, STE. 600, DALLAS, TX, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentBanks represent 95.7% of total clients.
Top client categories% of clientsClients
1
Banks
95.7%
155
2
Pooled Investment Vehicles
1.9%
3
3
Insurance Cos.
1.9%
3
4
HNWI
0.6%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$76.2Bas of March 30, 2026
Discretionary3.0%
$2.3B
3% of total RAUM3.0%
Non-discretionary97.0%
$73.9B
97% of total RAUM97.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$76.2B
Total Accounts189
10Y AUM Change+$57.4B (+306.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee7:1
10Y Employee Change-27 (-54.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.