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VALUES FIRST ADVISORS, INC.

JOHNSON CITY, TN · CRD 148532 · IAPD ↗ · valuesfirst.com · 877-832-3847

$215.4MRegulatory AUM
9Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2026 — VALUES FIRST ADVISORS, INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
December 2025 — VALUES FIRST ADVISORS, INC. notice-filed in NM, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2025 — VALUES FIRST ADVISORS, INC. moved its main office from GRAY, TN to JOHNSON CITY, TN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
February 2025 — VALUES FIRST ADVISORS, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
November 2024 — VALUES FIRST ADVISORS, INC. notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
July 2024 — VALUES FIRST ADVISORS, INC. notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.