CRD: 109036
First Affirmative Financial Network LLC
$905.2M Total AUM
$715.9M Disc. AUM
-0.3% 3Y CAGR
23 Employees
2,335 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Folio Investments
- Clients
- Retail and Institutional
- Platforms
- GlacierBeacon ember
- Established Date
- 06-07-1999
- Office Locations
- 12
Office Locations
1550 Parkside Drive, Suite 260 Walnut Creek CA
4000 W. 6TH St., B, #148 Lawrence KS
5475 Mark Dabling Boulevard Suite 108 Colorado Springs CO
About First Affirmative Financial Network LLC
First Affirmative Financial Network provides values-aligned, ESG and impact investing support for advisors and their clients. It offers the Values Aligned Direct Index Solution (VADIS), combining direct indexing with deeply researched ESG investment choices that can be sorted by what matters to investors, alongside portfolio construction and financial planning using ETFs and mutual funds.
Team overview
55 AVG AGE
$75.4M AVG AUM / ADVISOR
$387.7K AVG AUM / CLIENT
8.8 yrs AVG TENURE
23 Employees
12 Advisory Reps
9 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
North unison Legacy Frontier Pathway summit Radial optima
Client Personas
Frontier signal
Custodian
Delta Signal vector Fusion Pioneer vital
Investment Themes
Value Capital matrix Radial delta Vertex prime
Investment Vehicles
Horizon meridian
Platform
Pathway
Services
Fusion unison Delta Element Peak Legacy Vector Harbor timber
Technology
Ember delta Prime
Owner & Executives
GEORGE RICHARD GAY
Chief Executive Officer
- CRD
- #1182467
- Ownership
- Less than 5%
(537) 646-5784
eagle.beacon@embercapital.com
in linkedin.com/in/bridge-unison
T
THERESA MARIE GUSMAN
Chief Investment Officer, Senior Portfolio Manager
- CRD
- --
- Ownership
- Less than 5%
(365) 955-8499
quantum.ridge@optimacapital.com
in linkedin.com/in/value-glacier
B
Bridge north
Element catalyst radial
- CRD
- #27149
- Ownership
- 20.4%
(951) 810-9602
delta.pathway@meridiancapital.com
in linkedin.com/in/unison-zenith
Showing 2 of 3 owners & executives
Unlock allContacts
S
SIGURD DAVID BUE
--
- CRD
- #1687985
(240) 530-2121
prime.ridge@fusioncapital.com
in linkedin.com/in/foundation-pathway
JOVITA RUIZ HONOR
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #3098129
(620) 720-2209
glacier.optima@bridgecapital.com
in linkedin.com/in/element-oak
O
Optima vital
Unison timber
- CRD
- #42998
(637) 756-2192
ridge.north@crestcapital.com
in linkedin.com/in/prime-pathway
Showing 2 of 15 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $715,929,855 | $317,626 |
| Non-Discretionary | $189,286,853 | $2,592,971 |
| Total | $905,216,708 | $389,006 |
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Separately Managed Accounts
Total SMA Asset: $905,216,708
Equity - Exchange:
17.3% Public Funds:
12.2% Cash:
26.9% Municipal Bonds:
29.7% Corporate - Investment Grade:
13.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,396,702,611 | 17.3% |
| Public Funds | $984,957,911 | 12.2% |
| Cash | $2,171,751,458 | 26.9% |
| Municipal Bonds | $2,397,807,372 | 29.7% |
| Corporate - Investment Grade | $1,122,206,144 | 13.9% |
| Total | $8,073,425,496 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX VERTEX | LEGACY FOUNDATION | I6ILD14HS | YXH | 8.10% | $52,082,182 |
| SIGNAL HARBOR UNISON | QUANTUM PATHWAY | QLC3DCSSY | VEZE | 12.48% | $65,509,709 |
| VECTOR ALPHA | FOCUS ELEMENT | AHIODZ62P | VEPE | 1.28% | $52,958,402 |
| VERTEX WAVE OAK | OAK EMBER | 7P9D2Z3LL | MHZ | 6.13% | $103,021,452 |
| INSIGHT ELEMENT | RADIAL TIMBER | 2OVWT113Y | BVJ | 8.36% | $20,066,933 |
| PRIME PIONEER | RADIAL ALPHA | Y9YOZ5ZXT | FHTUE | 4.10% | $98,664,019 |
| UNISON ELEMENT UNISON | WAVE FOCUS | YLXKRSK9V | JLNJB | 6.21% | $35,613,047 |
| RIDGE QUANTUM FOUNDATION | LEGACY FOUNDATION | 2HC7QNUR6 | QZWC | 11.50% | $114,286,305 |