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| Happy Holidays!! thanks for using AUM13F!! |
| Values First Advisors Inc
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| CRD # | 148532 |
| SEC # | 801-70391 |
| CIK # | 0001913608 |
| AUM | $202.0 M (2025-06-25) |
| Employees | 13 (62% Investors, 0% Brokers) |
| Phone | 877-832-3847 |
| Address | 801 Sunset Drive Johnson City, TN 37604 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Ensign Group Inc | 3.2 | ||
| Microchip Technology Inc | 2.7 | ||
| Monolithic Power Systems Inc | 2.5 | ||
| Verona Pharma PLC | 2.4 | ||
| National Retail Properties Inc | 2.4 | ||
| Emergent Biosolutions Inc | 2.4 | ||
| Lowes Companies Inc | 2.4 | ||
| Mid America Apartment Communities Inc | 2.3 | ||
| Amphenol Corp /DE/ | 2.2 | ||
| Cognex Corp | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 936 | 140.0 |
| (b) Individuals (high net worth individuals) | 70 | 59.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,504 | 202.0 |
| By Discretionary | ||
| Discretionary | 1,364 | 198.3 |
| Non-Discretionary | 140 | 3.7 |
| Total | 1,504 | 202.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.0 | |
| Total | 1,504 | 202.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001913608] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Powell Financial Inc
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|
NC | 0.2 |
|
Winters Financial Group Inc
✚
|
CA | 0.2 |
|
Keene & Associates Inc
✚
|
TX | 0.2 |
|
Windward Wealth Strategies Inc
✚
|
WI | 0.2 |
|
Kilter Group LLC
✚
|
0.2 | |
|
Albert D Mason Inc
✚
|
MA | 0.2 |
|
Blueprint Financial Advisors LLC
✚
|
NC | 0.2 |
|
Central Pine Capital LLC
✚
|
NY | 0.2 |
|
Maclean Capital Advisors LLC
✚
|
CA | 0.2 |
|
Wedgewood Investors Inc
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|
PA | 0.2 |