# VALUES FIRST ADVISORS, INC.

VALUES FIRST ADVISORS, INC. of JOHNSON CITY, TN is an SEC-registered investment adviser.

## Registration

- CRD: 148532
- Type: SEC-registered investment adviser
- SEC file number: 801-70391
- Location: 801 SUNSET DRIVE, SUITE C100, JOHNSON CITY, TN, 37604
- Phone: 877-832-3847
- Latest filing: 2026-07-23
- Regulatory AUM: $215.4M
- Discretionary AUM: $212.0M
- Non-discretionary AUM: $3.4M
- Clients: 12
- Accounts: 1,455

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Ellis Alexander | CEO / TREASURER / DIRECTOR; CO-PRESIDENT/CHIEF COMPLIANCE OFFICER; CO-PRESIDENT / TREASURER / DIRECTOR (+2 more) | Boston, MA |
| Larry Alexander Ellis | CEO / TREASURER / DIRECTOR | — |
| Edwin Garland West (Iii) | CHIEF COMPLIANCE OFFICER | — |
| Benjamin Patrick Nunn | PRESIDENT, DIRECTOR | — |
| MILLER HAROLD | BOARD MEMBER/SHAREHOLDER; DIRECTOR; PRESIDENT (+1 more) | — |
| NUNN ROY ELVIN | CO-PRESIDENT/SECRETARY; CO-PRESIDENT/SECRETARY/DIRECTOR; SECRETARY/DIRECTOR (+1 more) | — |
| PERONI JASON MATTHEW | PRESIDENT, CEO; SHAREHOLDER | — |
| WEST III EDWIN GARLAND | CHIEF COMPLIANCE OFFICER | — |
| NUNN BENJAMIN PATRICK | PRESIDENT, DIRECTOR; VICE-PRESIDENT; VICE-PRESIDENT, DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148532/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148532/similar
- Related entities: https://search.stillhousedata.com/firm/148532/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148532

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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.