VALUES FIRST ADVISORS, INC.
CRD #148532 SEC #801-70391 JOHNSON CITY, TN 877-832-3847
SEC Registered
Total AUM
$202M
Discretionary
$198.3M
Employees
13
Clients
1
Accounts
1,504
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $202M | $198.3M | $3.7M | 13 | 1 |
| Aug 2025 | $202M | $198.3M | $3.7M | 13 | 1 |
| Jun 2025 | $202M | $198.3M | $3.7M | 13 | 1 |
| Apr 2025 | $202M | $198.3M | $3.7M | 13 | 1 |
| Apr 2025 | $202M | $198.3M | $3.7M | 13 | 1 |
| Jan 2025 | $202M | $198.3M | $3.7M | 13 | 1 |
| Oct 2024 | $190.1M | $186.5M | $3.6M | 12 | 0 |
| Oct 2024 | $190.1M | $186.5M | $3.6M | 12 | 0 |
| Jun 2024 | $190.1M | $186.5M | $3.6M | 12 | 0 |
| Mar 2024 | $190.1M | $186.5M | $3.6M | 12 | 0 |
| Jan 2024 | $174.9M | $171.5M | $3.4M | 11 | 0 |
| Nov 2023 | $174.9M | $171.5M | $3.4M | 11 | 0 |
| Oct 2023 | $174.9M | $171.5M | $3.4M | 11 | 0 |
| Sep 2023 | $174.9M | $171.5M | $3.4M | 11 | 0 |
| May 2023 | $174.9M | $171.5M | $3.4M | 11 | 0 |
| Mar 2023 | $174.9M | $171.5M | $3.4M | 11 | 0 |
| Jan 2023 | $196M | $191.6M | $4.4M | 10 | 2 |
| Jul 2022 | $196M | $191.6M | $4.4M | 10 | 2 |
| Apr 2022 | $196M | $191.6M | $4.4M | 10 | 2 |
| Mar 2022 | $196M | $191.6M | $4.4M | 10 | 2 |
| Jul 2021 | $151.8M | $147.3M | $4.5M | 9 | 2 |
| Mar 2021 | $151.8M | $147.3M | $4.5M | 9 | 2 |
| Jun 2020 | $123.8M | $120.3M | $3.5M | 9 | 0 |
| Apr 2020 | $123.8M | $120.3M | $3.5M | 9 | 0 |
| Mar 2020 | $123.8M | $120.3M | $3.5M | 9 | 0 |
| Jul 2019 | $100M | $97.8M | $2.3M | 10 | 0 |
| Mar 2019 | $100M | $97.8M | $2.3M | 10 | 0 |
| Aug 2018 | $95.8M | $94.8M | $1M | 10 | 0 |
| Jun 2018 | $95.8M | $94.8M | $1M | 10 | 0 |
| Mar 2018 | $95.8M | $94.8M | $1M | 10 | 0 |
| Nov 2017 | $83.6M | $82.9M | $719.6K | 10 | 0 |
| Jul 2017 | $83.6M | $82.9M | $719.6K | 10 | 800 |
| Jun 2017 | $83.6M | $82.9M | $719.6K | 10 | 800 |
| Mar 2017 | $83.6M | $82.9M | $719.6K | 10 | 800 |
| Dec 2016 | $81.2M | $80.5M | $769.2K | 10 | 900 |
| Jun 2016 | $81.2M | $80.5M | $769.2K | 10 | 900 |
| Mar 2016 | $81.2M | $80.5M | $769.2K | 10 | 900 |
| Oct 2015 | $85.3M | $85M | $255.1K | 10 | 800 |
| Mar 2015 | $85.3M | $85M | $255.1K | 10 | 800 |
| Jan 2015 | $82.9M | $82.7M | $152.1K | 10 | 800 |
| Nov 2014 | $82.9M | $82.7M | $152.1K | 10 | 800 |
| Sep 2014 | $82.9M | $82.7M | $152.1K | 10 | 800 |
| Mar 2014 | $82.9M | $82.7M | $152.1K | 9 | 800 |
| Oct 2013 | $68.1M | $68M | $128.3K | 7 | 869 |
| Jul 2013 | $68.1M | $68M | $128.3K | 7 | 869 |
| Apr 2013 | $68.1M | $68M | $128.3K | 7 | 869 |
| Apr 2013 | $68.1M | $68M | $128.3K | 7 | 869 |
| Jan 2013 | $71.8M | $71.7M | $125.3K | 6 | 940 |
| Dec 2012 | $71.8M | $71.7M | $125.3K | 6 | 940 |
| Mar 2012 | $71.8M | $71.7M | $125.3K | 1 | 940 |
| Nov 2011 | $68.9M | $68.8M | $116K | 1 | 1,000 |
| May 2011 | $72M | $72M | $0 | 5 | -- |
| Apr 2011 | $72M | $72M | $0 | 5 | -- |
| Jan 2011 | $55.2M | $55.2M | $0 | 5 | -- |
| Dec 2010 | $55.2M | $55.2M | $0 | 5 | -- |
| Jul 2010 | $55.2M | $55.2M | $0 | 5 | -- |
| Jul 2010 | $55.2M | $55.2M | $0 | 5 | -- |
| Jun 2010 | $55.2M | $55.2M | $0 | 5 | -- |
| Mar 2010 | $55.2M | $55.2M | $0 | 5 | -- |
| Jan 2010 | $26.2M | $26.2M | $0 | 5 | -- |
| Jul 2009 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$202M
Discretionary$198.3M
Non-Disc.$3.7M
Employees13
Clients1
DateAug 2025
Total AUM$202M
Discretionary$198.3M
Non-Disc.$3.7M
Employees13
Clients1
DateJun 2025
Total AUM$202M
Discretionary$198.3M
Non-Disc.$3.7M
Employees13
Clients1
DateApr 2025
Total AUM$202M
Discretionary$198.3M
Non-Disc.$3.7M
Employees13
Clients1
DateApr 2025
Total AUM$202M
Discretionary$198.3M
Non-Disc.$3.7M
Employees13
Clients1
DateJan 2025
Total AUM$202M
Discretionary$198.3M
Non-Disc.$3.7M
Employees13
Clients1
DateOct 2024
Total AUM$190.1M
Discretionary$186.5M
Non-Disc.$3.6M
Employees12
Clients0
DateOct 2024
Total AUM$190.1M
Discretionary$186.5M
Non-Disc.$3.6M
Employees12
Clients0
DateJun 2024
Total AUM$190.1M
Discretionary$186.5M
Non-Disc.$3.6M
Employees12
Clients0
DateMar 2024
Total AUM$190.1M
Discretionary$186.5M
Non-Disc.$3.6M
Employees12
Clients0
DateJan 2024
Total AUM$174.9M
Discretionary$171.5M
Non-Disc.$3.4M
Employees11
Clients0
DateNov 2023
Total AUM$174.9M
Discretionary$171.5M
Non-Disc.$3.4M
Employees11
Clients0
DateOct 2023
Total AUM$174.9M
Discretionary$171.5M
Non-Disc.$3.4M
Employees11
Clients0
DateSep 2023
Total AUM$174.9M
Discretionary$171.5M
Non-Disc.$3.4M
Employees11
Clients0
DateMay 2023
Total AUM$174.9M
Discretionary$171.5M
Non-Disc.$3.4M
Employees11
Clients0
DateMar 2023
Total AUM$174.9M
Discretionary$171.5M
Non-Disc.$3.4M
Employees11
Clients0
DateJan 2023
Total AUM$196M
Discretionary$191.6M
Non-Disc.$4.4M
Employees10
Clients2
DateJul 2022
Total AUM$196M
Discretionary$191.6M
Non-Disc.$4.4M
Employees10
Clients2
DateApr 2022
Total AUM$196M
Discretionary$191.6M
Non-Disc.$4.4M
Employees10
Clients2
DateMar 2022
Total AUM$196M
Discretionary$191.6M
Non-Disc.$4.4M
Employees10
Clients2
DateJul 2021
Total AUM$151.8M
Discretionary$147.3M
Non-Disc.$4.5M
Employees9
Clients2
DateMar 2021
Total AUM$151.8M
Discretionary$147.3M
Non-Disc.$4.5M
Employees9
Clients2
DateJun 2020
Total AUM$123.8M
Discretionary$120.3M
Non-Disc.$3.5M
Employees9
Clients0
DateApr 2020
Total AUM$123.8M
Discretionary$120.3M
Non-Disc.$3.5M
Employees9
Clients0
DateMar 2020
Total AUM$123.8M
Discretionary$120.3M
Non-Disc.$3.5M
Employees9
Clients0
DateJul 2019
Total AUM$100M
Discretionary$97.8M
Non-Disc.$2.3M
Employees10
Clients0
DateMar 2019
Total AUM$100M
Discretionary$97.8M
Non-Disc.$2.3M
Employees10
Clients0
DateAug 2018
Total AUM$95.8M
Discretionary$94.8M
Non-Disc.$1M
Employees10
Clients0
DateJun 2018
Total AUM$95.8M
Discretionary$94.8M
Non-Disc.$1M
Employees10
Clients0
DateMar 2018
Total AUM$95.8M
Discretionary$94.8M
Non-Disc.$1M
Employees10
Clients0
DateNov 2017
Total AUM$83.6M
Discretionary$82.9M
Non-Disc.$719.6K
Employees10
Clients0
DateJul 2017
Total AUM$83.6M
Discretionary$82.9M
Non-Disc.$719.6K
Employees10
Clients800
DateJun 2017
Total AUM$83.6M
Discretionary$82.9M
Non-Disc.$719.6K
Employees10
Clients800
DateMar 2017
Total AUM$83.6M
Discretionary$82.9M
Non-Disc.$719.6K
Employees10
Clients800
DateDec 2016
Total AUM$81.2M
Discretionary$80.5M
Non-Disc.$769.2K
Employees10
Clients900
DateJun 2016
Total AUM$81.2M
Discretionary$80.5M
Non-Disc.$769.2K
Employees10
Clients900
DateMar 2016
Total AUM$81.2M
Discretionary$80.5M
Non-Disc.$769.2K
Employees10
Clients900
DateOct 2015
Total AUM$85.3M
Discretionary$85M
Non-Disc.$255.1K
Employees10
Clients800
DateMar 2015
Total AUM$85.3M
Discretionary$85M
Non-Disc.$255.1K
Employees10
Clients800
DateJan 2015
Total AUM$82.9M
Discretionary$82.7M
Non-Disc.$152.1K
Employees10
Clients800
DateNov 2014
Total AUM$82.9M
Discretionary$82.7M
Non-Disc.$152.1K
Employees10
Clients800
DateSep 2014
Total AUM$82.9M
Discretionary$82.7M
Non-Disc.$152.1K
Employees10
Clients800
DateMar 2014
Total AUM$82.9M
Discretionary$82.7M
Non-Disc.$152.1K
Employees9
Clients800
DateOct 2013
Total AUM$68.1M
Discretionary$68M
Non-Disc.$128.3K
Employees7
Clients869
DateJul 2013
Total AUM$68.1M
Discretionary$68M
Non-Disc.$128.3K
Employees7
Clients869
DateApr 2013
Total AUM$68.1M
Discretionary$68M
Non-Disc.$128.3K
Employees7
Clients869
DateApr 2013
Total AUM$68.1M
Discretionary$68M
Non-Disc.$128.3K
Employees7
Clients869
DateJan 2013
Total AUM$71.8M
Discretionary$71.7M
Non-Disc.$125.3K
Employees6
Clients940
DateDec 2012
Total AUM$71.8M
Discretionary$71.7M
Non-Disc.$125.3K
Employees6
Clients940
DateMar 2012
Total AUM$71.8M
Discretionary$71.7M
Non-Disc.$125.3K
Employees1
Clients940
DateNov 2011
Total AUM$68.9M
Discretionary$68.8M
Non-Disc.$116K
Employees1
Clients1,000
DateMay 2011
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$55.2M
Discretionary$55.2M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$55.2M
Discretionary$55.2M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$55.2M
Discretionary$55.2M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$55.2M
Discretionary$55.2M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$55.2M
Discretionary$55.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$55.2M
Discretionary$55.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$26.2M
Discretionary$26.2M
Non-Disc.$0
Employees5
Clients--
DateJul 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--