Form D · Other Banking and Financial Services

Carter Federal Credit Union

Shreveport, LA · CIK 0002089954

Offering snapshot reported Oct 7, 2025 · SEC filing

Reported sold
$4.5M
Offering amount: $7.5M
Investors reported
2
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Sep 24, 2025
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 7, 2025Initial$4,500,000No comparison2SEC filing

Offering details

Securities
Debt
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$150K (estimated)
Finders' fees
$0
Form D file number
021-560068
An amount equal to 2% of the gross proceeds of the offering will be paid as compensation to the placement agents.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Stifel, Nicolaus & Company, Incorporated793
Olden Lane Securities, LLC173847

Source: Form D, filed Oct 7, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Doyle Adams Director
Joe Arnold Executive
Jason Berard Executive
Joyce Butler Director
Joel Fair Executive
Jill Folks Executive
James Hodge Director
Lisa Lewis Executive
Crystal Lewis Executive
Robert Lyons Director
Jonathan Reynolds Executive
Matt Valentine Executive
Debbie Watson Director

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
8988 Ellerbe Rd.
Shreveport, LA, 71106