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Emily Hollis

Managing Partner, CEO at Alm First Financial Advisors

Officer record from the firm’s Form ADVForm ADV filed 30 March 2026

Emily Hollis is Managing Partner, CEO of Alm First Financial Advisors LLC, a Dallas investment adviser.

Role at Alm First Financial Advisors

Title on Schedule A
Managing Partner, CEO
Control
Emily Hollis is a control person of Alm First Financial Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Emily Hollis has held the filed role since July 2001.

The firm

Alm First Financial Advisors LLC
Dallas, TX

Form ADV filed 30 March 2026

$76.2B AUM162 clients10 advisers1 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Emily Hollis is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Emily Hollis
CRD
1401084
Firm
Alm First Financial Advisors LLC
Record basis
Form ADV officer listing
Firm bio
almfirst.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

ALM First identifies Emily Hollis as its Chief Executive Officer and says she has served as a principal since the company was established in 1995. ALM First official biography

Education

  • She holds an MBA and a master’s degree in arts from Southern Methodist University and a Bachelor of Fine Arts from Texas Christian University.ALM First official biography

Common questions

Where does Emily Hollis work?

Emily Hollis has been Managing Partner, CEO of Alm First Financial Advisors LLC since July 2001, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Leadership at Alm First Financial Advisors

Sources

  1. IAPD individual lookup, CRD 1401084. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Alm First Financial Advisors LLC, filed 30 March 2026. Title, control and ownership bands.
  3. Alm First Financial Advisors team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Emily Hollis or Alm First Financial Advisors LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.