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| Values First Advisors Inc
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|---|---|
| CRD # | 148532 |
| SEC # | 801-70391 |
| CIK # | 0001913608 |
| AUM | 215.4 M (2026-03-10) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 877-832-3847 |
| Address | 801 Sunset Drive Johnson City, TN 37604 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001913608 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Ensign Group Inc | 3.7 | ||
| Monolithic Power Systems Inc | 3.6 | ||
| Cognex Corp | 2.9 | ||
| Amphenol Corp /DE/ | 2.6 | ||
| Emergent Biosolutions Inc | 2.6 | ||
| Lowes Companies Inc | 2.4 | ||
| National Retail Properties Inc | 2.4 | ||
| Microchip Technology Inc | 2.3 | ||
| Vaalco Energy Inc /DE/ | 2.2 | ||
| EOG Resources Inc | 2.2 | ||
| Expeditors International of Washington Inc | 2.2 | ||
| Lemaitre Vascular Inc | 2.2 | ||
| Toro Co | 2.2 | ||
| Donaldson Co Inc | 2.1 | ||
| iShares Comex Gold Trust | 2.1 | ||
| GE Vernova Inc | 2.0 | ||
| SPDR Gold Trust | 2.0 | ||
| Ingersoll-Rand PLC | 2.0 | ||
| Nvidia Corp | 2.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 894 | 148.3 |
| (b) Individuals (high net worth individuals) | 73 | 65.0 |
| (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 | 2.1 |
| (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 | 1,455 | 215.4 |
| By Discretionary | ||
| Discretionary | 1,318 | 212.0 |
| Non-Discretionary | 137 | 3.4 |
| Total | 1,455 | 215.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 215.4 | |
| Total | 1,455 | 215.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001913608] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wedgewood Investors Inc
✚
|
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Kennedy Wealth & Tax Management LLC
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CT | 215.5 M |
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Levin Funding Group LLC
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Illumine Investment Management LLC
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Dishmi Capital LLC
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CA | 215.1 M |
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Consilium LLC
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CO | 215.0 M |
|
Florian Financial Group LLC
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|
Broadway Advisor Group
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