Form D · Other Banking and Financial Services
LevelField Financial, Inc.
Houston, TX · CIK 0001741910
Offering snapshot reported Oct 8, 2025 · SEC filing
- Reported sold
- $200K Offering amount: $200K
- Investors reported
- 4 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Sep 23, 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
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 8, 2025 | Initial | $199,977 | No comparison | 4 | SEC filing |
| Jan 21, 2025 | Amendment | $2,869,796 | $1,869,796vs Jul 21, 2022 | 8 | SEC filing |
| Jul 21, 2022 | Initial | $1,000,000 | No comparison | 1 | SEC filing |
| Mar 8, 2022 | Amendment | $513,800 | $63,800vs Feb 22, 2022 | 7 | SEC filing |
| Feb 22, 2022 | Initial | $450,000 | No comparison | 5 | SEC filing |
| Feb 7, 2022 | Amendment | $8,000,000 | $7,500,000vs Jan 26, 2021 | 8 | SEC filing |
| Jan 26, 2021 | Initial | $500,000 | No comparison | 1 | SEC filing |
| May 29, 2018 | Initial | $253,220 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity, Option to acquire
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-560153
Source: Form D, filed Oct 8, 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.
| Name | Reported role |
|---|---|
| Gene Grant | Director, Executive |
| Gene Aubrey Grant Ii | Director, Executive |
| Frederick Stephen Helmholz | Director, Executive |
| F. Stephen Helmholz | Director, Executive |
| Hal Hoodwin | Executive |
| Earl Powell | Executive |
| David Powell | Director, Executive |
| Stephen Redler | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
2025 Mcduffie St.
Houston, TX, 77019
Houston, TX, 77019