firm profile

Alm First Financial Advisors LLC

RIA Dallas, TX CRD 108561 Last verified October 2026

Overview

Alm First Financial Advisors LLC is an SEC registered investment adviser based in Dallas, TX, registered since 2000. It reports $76.2B in assets under management across 189 accounts, with 23 employees.

Reported AUM: $76.2B
Discretionary: 3%
Accounts: 189
Average account: $403M
Employees: 23
Registered since: 2000
Jurisdictions: 1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services: Educational Seminars
Periodicals or Newsletters
Portfolio Management for Businesses or Institutional Clients
Client types: Banks or Thrifts
High Net Worth Individuals
Insurance Companies
Pooled Investment Vehicles
Fee structure: Fixed Fees and Percentage of Assets

Executive officers 3 of 7

Jason William Haley Chief Investment Officer, President CRD 4653830
Emily More Hollis Managing Partner, Chief Compliance Officer CRD 1401084
Michael Eddon Ensweiler Principal CRD 5488284

4 more executive officers, with direct contact details

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Location

Headquarters: 3800 Maple Ave Ste 600
Dallas, TX 75219
County: Dallas
Metro area: Dallas-Fort Worth-Arlington, TX
Region: South

Registrations

SEC registered
Registered in 1 jurisdiction

Every state, with registration dates

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