CHOICE FINANCIAL GROUP HOLDINGS, LLC

Profile

Company Names

CHOICE FINANCIAL GROUP HOLDINGS, LLC

Addresses

TWO BETHESDA METRO CENTER, SUITE 1510, BETHESDA, MD 20814

Phone Numbers

757-416-5118

 

Entity Type:

LIMITED LIABILITY COMPANY

Industry:

INSURANCE

Year Incorporated:

2021

State Incorporated:

DELAWARE

Total Amount Raised:

$44,928,776.00

Number of Funding Rounds:

26
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
26
2026-02-13 
$1,737,500.00 
$1,737,500.00 
$0.00 
Equity 
25
2025-09-02 
$1,428,000.00 
$1,428,000.00 
$0.00 
Equity 
24
2025-08-01 
$1,366,500.00 
$1,366,500.00 
$0.00 
Equity 
23
2025-07-01 
$1,655,500.00 
$1,655,500.00 
$0.00 
Equity 
22
2025-06-01 
$2,400,000.00 
$2,400,000.00 
$0.00 
Equity 
21
2025-05-01 
$5,262,500.00 
$5,262,500.00 
$0.00 
Equity 
20
2025-04-01 
$2,500,000.00 
$2,500,000.00 
$0.00 
Equity 
19
2024-12-01 
$1,808,004.00 
$1,808,004.00 
$0.00 
Equity 
18
2024-10-01 
$750,000.00 
$750,000.00 
$0.00 
Equity 
17
2024-07-01 
$2,300,000.00 
$2,300,000.00 
$0.00 
Equity 
16
2024-06-01 
$2,600,000.00 
$2,600,000.00 
$0.00 
Equity 
15
2024-02-01 
$1,341,554.00 
$1,341,554.00 
$0.00 
Equity 
14
2024-01-25 
$30,000.00 
$30,000.00 
$0.00 
Equity 
13
2024-01-01 
$965,040.00 
$965,040.00 
$0.00 
Equity 
12
2023-12-01 
$1,085,555.00 
$1,085,555.00 
$0.00 
Equity 
11
2023-10-01 
$400,000.00 
$400,000.00 
$0.00 
Equity 
10
2023-05-01 
$3,142,938.00 
$3,142,938.00 
$0.00 
Equity 
9
2023-03-01 
$250,000.00 
$250,000.00 
$0.00 
Equity 
8
2023-01-23 
$1,300,000.00 
$1,300,000.00 
$0.00 
Equity 
7
2023-01-01 
$562,500.00 
$562,500.00 
$0.00 
Equity 
6
2022-11-01 
$1,760,000.00 
$1,760,000.00 
$0.00 
Equity 
5
2022-09-01 
$150,000.00 
$150,000.00 
$0.00 
Equity 
4
2022-08-01 
$5,400,000.00 
$5,400,000.00 
$0.00 
Equity 
3
2022-05-01 
$500,000.00 
$500,000.00 
$0.00 
Equity 
2
2022-04-01 
$2,908,185.00 
$2,908,185.00 
$0.00 
Equity 
1
2022-02-01 
$1,325,000.00 
$1,325,000.00 
$0.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
JAMES 
RICHARD 
BRAUN 
EXECUTIVE OFFICER
ROBERT 
J. 
HILB 
EXECUTIVE OFFICER
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2026-02-13 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2024-12-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2024-06-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2022-11-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2025-07-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2024-10-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2024-01-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2025-04-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2025-05-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2023-03-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2024-12-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2024-02-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2022-02-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2025-06-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2024-07-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2024-01-25 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2025-08-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2025-09-02 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2025-08-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2025-08-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2025-08-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2023-12-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2023-03-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2023-10-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2023-05-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2023-01-23 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2023-01-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2023-01-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2023-01-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2022-11-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2022-09-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2022-09-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2022-08-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2022-08-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2022-05-01 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2022-04-01 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#