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- Custodian
- Charles Schwab & Company · Folio Investments · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-24-2009
- Office Locations
- 4
Office Locations
About Values First Advisors, Inc.
Values First Advisors is a Christian-focused wealth management firm offering biblically responsible investing, investment management, and personalized financial and retirement planning for individuals and families. Based in the Tri-Cities, TN area with a presence in Northeast Florida, the firm also works with clients virtually nationwide. Public filings indicate portfolios are primarily implemented with ETFs to support long-term, values-aligned goals.
Team overview
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
LARRY ALEXANDER ELLIS
Chief Executive Officer, DIRECTOR, TREASURER, Vice President Of Business Development
- CRD
- #5310413
- Ownership
- 50% but less than 75%
BENJAMIN PATRICK NUNN
DIRECTOR, President
- CRD
- #6345560
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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KENNETH GRANT BREWER
--
- CRD
- #5575979
MICHAEL DALE MITCHELL
Product Manager
- CRD
- #5836607
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $212,036,464 | $160,877 |
| Non-Discretionary | $3,383,901 | $24,700 |
| Total | $215,420,365 | $148,055 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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