Form D · Commercial Banking

Merit Holdings, LLC

Huntsville, AL · CIK 0001776315

Offering snapshot reported Oct 7, 2022 · SEC filing

Reported sold
$16.4M
Offering amount: $17.5M
Investors reported
129
Form D · investor count
Minimum accepted
$105K
Reported outside-investor minimum
First sale
Jun 14, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$8.21M$16.4MJun 28, 2022: $11,890,998.00Jun 28, 2022Oct 7, 2022: $16,428,090.00Oct 7, 2022

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$11,890,998 → $16,428,090
  • Reported investors84 → 129

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 7, 2022Amendment$16,428,090$4,537,092vs Jun 28, 2022129SEC filing
Jun 28, 2022Initial$11,890,998No comparison84SEC filing
Jul 16, 2019Amendment$24,500,000$0vs May 13, 2019155SEC filing
May 13, 2019Initial$24,500,000No comparison155SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-450442
Offering terminated and closed September 30, 2022.

Source: Form D, filed Oct 7, 2022. 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
Frank Aldag Director, Executive
Jeffrey D. Brown Executive
Steven Cost Director
James C. (Chad) Falciani Director
Charles W. (Will) Heaps Director, Executive
Kevin Heronimus Director
Jeff Huntley Director
Mark Mc Intyre Director, Executive
Brent Romine Director
J. Brent Romine Director
Robert Hilburn Womble Executive

Issuer details

Industry: Commercial Banking (See others in industry)

Address:
659 Gallatin Street Sw
Huntsville, AL, 35801