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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 9, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NUNN, BENJAMIN, PATRICK | I | VICE-PRESIDENT | NA | Control |
| NUNN, BENJAMIN, PATRICK | I | VICE-PRESIDENT | NA | Control |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEST (III), EDWIN GARLAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIS, LARRY, ALEXANDER | I | CO-PRESIDENT / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | CO-PRESIDENT / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | CO-PRESIDENT / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | CO-PRESIDENT / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | CO-PRESIDENT / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | CO-PRESIDENT / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | CO-PRESIDENT / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | PRESIDENT / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | PRESIDENT / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | PRESIDENT / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | PRESIDENT / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | PRESIDENT / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | PRESIDENT / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | PRESIDENT / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | PRESIDENT / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | CEO / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | CEO / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | CEO / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | CEO / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | CEO / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | CEO / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | CEO / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | CEO / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | CEO / TREASURER / DIRECTOR | D | Control |
| ELLIS, LARRY, ALEXANDER | I | CEO / TREASURER / DIRECTOR | D | Control |
| NUNN, BENJAMIN, PATRICK | I | VICE-PRESIDENT, DIRECTOR | D | Control |
| NUNN, BENJAMIN, PATRICK | I | VICE-PRESIDENT, DIRECTOR | D | Control |
| NUNN, BENJAMIN, PATRICK | I | VICE-PRESIDENT, DIRECTOR | D | Control |
| NUNN, BENJAMIN, PATRICK | I | VICE-PRESIDENT, DIRECTOR | D | Control |
| NUNN, BENJAMIN, PATRICK | I | VICE-PRESIDENT, DIRECTOR | D | Control |
| NUNN, BENJAMIN, PATRICK | I | VICE-PRESIDENT, DIRECTOR | D | Control |
| NUNN, BENJAMIN, PATRICK | I | PRESIDENT, DIRECTOR | D | Control |
| NUNN, BENJAMIN, PATRICK | I | PRESIDENT, DIRECTOR | D | Control |
| NUNN, BENJAMIN, PATRICK | I | PRESIDENT, DIRECTOR | D | Control |
| NUNN, BENJAMIN, PATRICK | I | PRESIDENT, DIRECTOR | D | Control |
| NUNN, BENJAMIN, PATRICK | I | PRESIDENT, DIRECTOR | D | Control |
| NUNN, BENJAMIN, PATRICK | I | PRESIDENT, DIRECTOR | D | Control |
| NUNN, BENJAMIN, PATRICK | I | PRESIDENT, DIRECTOR | D | Control |
| NUNN, BENJAMIN, PATRICK | I | PRESIDENT, DIRECTOR | D | Control |
| NUNN, BENJAMIN, PATRICK | I | PRESIDENT, DIRECTOR | D | Control |
| NUNN, BENJAMIN, PATRICK | I | PRESIDENT, DIRECTOR | D | Control |
| NUNN, ROY, ELVIN | I | CO-PRESIDENT/SECRETARY/DIRECTOR | D | Control |
| NUNN, ROY, ELVIN | I | CO-PRESIDENT/SECRETARY/DIRECTOR | D | Control |
| NUNN, ROY, ELVIN | I | CO-PRESIDENT/SECRETARY/DIRECTOR | D | Control |
| NUNN, ROY, ELVIN | I | CO-PRESIDENT/SECRETARY/DIRECTOR | D | Control |
| NUNN, ROY, ELVIN | I | CO-PRESIDENT/SECRETARY/DIRECTOR | D | Control |
| NUNN, ROY, ELVIN | I | CO-PRESIDENT/SECRETARY/DIRECTOR | D | Control |
| NUNN, ROY, ELVIN | I | CO-PRESIDENT/SECRETARY/DIRECTOR | D | Control |
| NUNN, ROY, ELVIN | I | SECRETARY/DIRECTOR | D | Control |
| NUNN, ROY, ELVIN | I | SECRETARY/DIRECTOR | D | Control |
| PERONI, JASON, MATTHEW | I | PRESIDENT, CEO | D | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | CO-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | CO-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | CO-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | CO-PRESIDENT / TREASURER / DIRECTOR | C | Control |
| ELLIS, LARRY, ALEXANDER | I | CO-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIS, LARRY, ALEXANDER | I | CO-PRESIDENT / TREASURER / DIRECTOR | C | Control |
| ELLIS, LARRY, ALEXANDER | I | CO-PRESIDENT / TREASURER / DIRECTOR | C | Control |
| ELLIS, LARRY, ALEXANDER | I | CO-PRESIDENT / TREASURER / DIRECTOR | C | Control |
| ELLIS, LARRY, ALEXANDER | I | CO-PRESIDENT / TREASURER / DIRECTOR | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | SENIOR VICE PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | SENIOR VICE PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | BOARD MEMBER/SHAREHOLDER | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | PRESIDENT | C | Control |
| MILLER, JAMES, HAROLD | I | BOARD MEMBER/SHAREHOLDER | C | Control |
| MILLER, JAMES, HAROLD | I | BOARD MEMBER/SHAREHOLDER | C | Control |
| MILLER, JAMES, HAROLD | I | DIRECTOR | C | Control |
| MILLER, JAMES, HAROLD | I | BOARD MEMBER/SHAREHOLDER | C | Control |
| MILLER, JAMES, HAROLD | I | DIRECTOR | C | Control |
| MILLER, JAMES, HAROLD | I | DIRECTOR | C | Control |
| MILLER, JAMES, HAROLD | I | DIRECTOR | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | CO-PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | CO-PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | CO-PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | CO-PRESIDENT/SECRETARY/DIRECTOR | C | Control |
| NUNN, ROY, ELVIN | I | CO-PRESIDENT/SECRETARY | C | Control |
| NUNN, ROY, ELVIN | I | CO-PRESIDENT/SECRETARY/DIRECTOR | C | Control |
| NUNN, ROY, ELVIN | I | CO-PRESIDENT/SECRETARY/DIRECTOR | C | Control |
| NUNN, ROY, ELVIN | I | CO-PRESIDENT/SECRETARY/DIRECTOR | C | Control |
| NUNN, ROY, ELVIN | I | CO-PRESIDENT/SECRETARY/DIRECTOR | C | Control |
| PERONI, JASON, MATTHEW | I | PRESIDENT, CEO | C | Control |
| ELLIS, LARRY, ALEXANDER | I | VP/CHIEF COMPLIANCE OFFICER | B | Control |
| MILLER, JAMES, HAROLD | I | SENIOR VICE PRESIDENT | B | Control |
| NUNN, ROY, ELVIN | I | VICE PRESIDENT/SECRETARY | B | Control |
Registrations
Federal
IA
Oct 9, 2025 REGISTERED
Notice Filings (27)
AL AR FL GA IA IL IN KS KY LA MD MI MO MS NC NH NJ NM NY OH OK PA SC TN TX VA WV
Address
801 SUNSET DRIVESUITE C100
JOHNSON CITY, TN 37604
United States
Phone: 877-832-3847