Alm First Financial Advisors LLC
Dallas, TX·SEC-registered · CRD #108561
Alm First Financial Advisors LLC is an SEC-registered investment advisory firm in Dallas, TX managing $76B across 338 client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$76B
Client accounts
338
Advisory staff
10
Fee model
Fee-based
How Alm First Financial Advisors LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Alm First Financial Advisors LLC
How much does Alm First Financial Advisors LLC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Alm First Financial Advisors LLC reports $76B in regulatory assets under management across roughly 338 client accounts.
How does Alm First Financial Advisors LLC charge?
Alm First Financial Advisors LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Alm First Financial Advisors LLC a fiduciary?
Yes. Alm First Financial Advisors LLC is registered with the U.S. Securities and Exchange Commission (CRD #108561), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Alm First Financial Advisors LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Alm First Financial Advisors LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Alm First Financial Advisors LLC's public SEC Form ADV filing (CRD #108561, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Alm First Financial Advisors LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Alm First Financial Advisors LLC? Claim this profile.