# ALM FIRST FINANCIAL ADVISORS LLC

ALM FIRST FINANCIAL ADVISORS LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 108561
- Type: SEC-registered investment adviser
- SEC file number: 801-57980
- Location: 3800 MAPLE AVENUE, STE. 600, DALLAS, TX, 75219
- Phone: 800-752-4628
- Latest filing: 2026-03-30
- Regulatory AUM: $76.2B
- Discretionary AUM: $2.3B
- Non-discretionary AUM: $73.9B
- Clients: 23
- Accounts: 189

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Pooled vehicles, Corporations, Investment cos

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| ROBERT PERRY | PRINCIPAL | NEW YORK, NY |
| Emily More Hollis | DIRECTOR; MANAGING PARTNER, CEO | — |
| Michael Eddon Ensweiler | PRINCIPAL | — |
| John Arthur Graf | DIRECTOR; RAMBLER DIRECTOR | — |
| Frederick Walter Brazelton | PLATFORM DIRECTOR | — |
| Travis Eugene Goodman | MANAGING MEMBER | Dallas, TX |
| Jason William Haley | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND PRESIDENT | Dallas, TX |
| Vikas Mohan Kalra | PLATFORM DIRECTOR | — |
| Justin Carter Dausch | CHIEF COMPLIANCE OFFICER | — |
| MANLEY THOMAS WILLIAMS | MANAGING DIRECTOR; PARTNER | — |
| HOLLIS EMILY MORE | DIRECTOR; MANAGING PARTNER; MANAGING PARTNER, CEO (+3 more) | — |
| CALVERT ANGELA COPELAND | EXECUTIVE DIRECTOR; MANAGING PARTNER; PARTNER | — |
| CRISWELL SHARON LAPHAM | CHIEF COMPLIANCE OFFICER | — |
| GRAF JOHN ARTHUR | DIRECTOR; RAMBLER DIRECTOR | — |
| BRAZELTON FREDERICK WALTER | DIRECTOR; PLATFORM DIRECTOR | — |
| KIRKSEY KEVIN SCOTT | CHIEF COMPLIANCE OFFICER | — |
| GOODMAN TRAVIS EUGENE | MANAGING DIRECTOR; MANAGING MEMBER | — |
| ENSWEILER MICHAEL EDDON | MANAGING DIRECTOR; PRINCIPAL | — |
| PERRY ROBERT | MANAGING DIRECTOR; PRINCIPAL | — |
| Dausch Justin Carter | CHIEF COMPLIANCE OFFICER | — |
| HALEY JASON WILLIAM | CHIEF INVESTMENT OFFICER | — |
| Kalra Vikas Mohan | PLATFORM DIRECTOR | — |
| Dausch Justin | CHIEF COMPLIANCE OFFICER | — |
| Steven Hollis | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108561/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108561/similar
- Related entities: https://search.stillhousedata.com/firm/108561/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108561

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.