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Firm profile

Values First Advisors, Inc..

JOHNSON CITY, TNCRD 148532Latest ADV March 10, 2026

Values First Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Johnson City, TN. Its latest Form ADV filing, dated March 10, 2026, reports $215M in regulatory assets under management, 12 employees, 3 offices, and 1,455 accounts.

Assets Under Management
$215M
Employees
12
Offices
3 offices
Total Clients
967
Primary office
JOHNSON CITY, TN
801 SUNSET DRIVE, SUITE C100, JOHNSON CITY, TN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOLarry A. Ellis
CCOEdwin Garland West (iii)

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 19, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 92.5% of total clients.
Top client categories% of clientsClients
1
Individuals
92.5%
894
2
HNWI
7.5%
73
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$215Mas of March 10, 2026
Discretionary98.4%
$212M
98% of total RAUM98.4%
Non-discretionary1.6%
$3M
2% of total RAUM1.6%
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.

Total AUM$215M
Total Accounts1,455
10Y AUM Change+$132M (+157.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees12
Clients per Employee81:1
10Y Employee Change+2 (+20.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.