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, SEC-registered RIA that has been operating since 2009. The firm is owner-operated and positions itself as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee arrangements include a percentage of AUM as well as hourly and fixed-fee engagements. The firm does not identify 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 7LARRY 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 41Active vs passive
$77.9M in ETFs
79%
$61.9M
19%
$16.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH) | Vanguard | Passive | Short Government | $9.6M | 164,293 | 12.34% |
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
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