Niva WealthLet’s talk

Steven Hollis

Principal at Alm First Financial Advisors

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

Steven Hollis is Principal of Alm First Financial Advisors LLC, a Dallas investment adviser.

Role at Alm First Financial Advisors

Title on Schedule A
Principal
Control
Steven Hollis is a control person of Alm First Financial Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Steven Hollis has held the filed role since June 2025.

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 18 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 Steven 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
Steven Hollis
CRD
5938498
Firm
Alm First Financial Advisors LLC
Record basis
Form ADV officer listing

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

Common questions

Where does Steven Hollis work?

Steven Hollis has been Principal of Alm First Financial Advisors LLC since June 2025, 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 5938498. 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.

Retrieved 18 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 Steven 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.