Institutional
    SEC Registered

    Alm First Financial Advisors LLC

    Registered investment advisor · Dallas, Texas · CRD #108561

    Assets Under Management
    $76.2B
    Client Accounts
    189
    Employees
    23
    CRD Number
    108561
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Alm First Financial Advisors LLC

    ALM First is a financial services and organizational performance company founded in 1995, headquartered in Dallas, Texas. As an SEC-registered investment advisor, it provides commission-free, fee-based advisory services to over 300 financial institutions, including banks and credit unions. The firm manages approximately $77 billion in investments and employs around 103 people, with Emily Hollis serving as CEO and Co-Founder. The company offers a wide range of financial advisory services, includ

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Alm First Financial Advisors LLC

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    Frequently Asked Questions

    What is Alm First Financial Advisors LLC's AUM?

    Alm First Financial Advisors LLC reports approximately $76.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Alm First Financial Advisors LLC headquartered?

    Alm First Financial Advisors LLC is headquartered in Dallas, Texas.

    What is Alm First Financial Advisors LLC's CRD number?

    Alm First Financial Advisors LLC's CRD number is 108561. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Alm First Financial Advisors LLC manage?

    Alm First Financial Advisors LLC manages approximately 189 client accounts according to its latest SEC filing.

    Is Alm First Financial Advisors LLC SEC registered?

    Yes, Alm First Financial Advisors LLC is registered with the SEC as an investment adviser with an approved registration status.

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