# First Choice Financial Services

First Choice Financial Services is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 145255
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145255

## About

FIRST CHOICE FINANCIAL SERVICES LLC is a state-registered investment adviser in OAK BROOK, IL. It has 4 employees and 4 investment advisers. The firm is based in the Chicago area.

## Questions

### Does First Choice Financial Services manage outside capital?

No. The firm is structured as a private family investment vehicle and does not accept capital from external limited partners. This single-family mandate permits it to hold investments indefinitely without the forced exit timelines that govern institutional private equity funds.

### What is First Choice Financial Services' typical investment structure?

The firm focuses on control equity positions in private operating companies, using direct balance-sheet capital. It also deploys structured credit and preferred equity in situations where full control is not required, tailoring structures to the specific needs of the founder or management team.

### In which sectors does the firm invest?

First Choice concentrates on business services, niche manufacturing, and specialty finance. These are industries where deep operational involvement and long holding periods can drive compounding value, rather than sectors dependent on rapid technological disruption or scale-driven exits.

### How does the firm source its investments?

Given its low public profile, the firm relies on a network of operators, former investment colleagues, and regional intermediaries. Deals are frequently proprietary, sourced through relationships with industry executives and business brokers who understand the firm's preference for quiet, long-term acquisitions.

## Related profiles

- [First Capital Realty](https://altss.com/profile/first-capital-realty)
- [First Class Financial](https://altss.com/profile/first-class-financial)

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Last updated: 2026-07-06T01:24:16.598Z

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