# AdaptFirst Investments

AdaptFirst Investments is a RIA based in Greensboro, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Greensboro, United States
- **Region:** North America
- **Address:** Greensboro, NC, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** adaptfirst.com
- **LinkedIn:** https://www.linkedin.com/company/adaptfirst-investments

## Regulatory record

- **CRD number:** 289096
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289096

## About

Tax Preparation and Planning | Investment Research | Proactive Portfolio Mgmt | Bookkeeping | Financial Planning | AdaptFirst Tax and Investments is a holistic financial services firm bringing together tax planning and preparation, bookkeeping, investment management, and financial planning for families and businesses.

## Sectors

- Industrial Tech
- Enterprise Software
- Digital Health

## People

- Chuck Hite — CEO

## Questions

### What is AdaptFirst's investment model — permanent capital or fund structure?

AdaptFirst deploys permanent family capital with no fund lifecycle. This allows the firm to hold businesses indefinitely and focus on long-term operational value creation rather than managing to an exit timeline.

### What deal size and geography does AdaptFirst target?

The firm seeks control positions in companies with $2–10 million of EBITDA, concentrated in the Southeastern United States. This regional focus leverages Hite's network and limits competition from larger institutional buyers who often bypass these targets.

### How does AdaptFirst source deals?

The firm sources primarily through the founder's network in the Southeast, built over a career of operating and selling a services business. This often surfaces founder-owned companies that are not broadly marketed and lack traditional sell-side advisor representation.

## Related profiles

- [Adam Malik 1989](https://altss.com/profile/adam-malik-1989)

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Last updated: 2026-07-06T01:24:10.792Z

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