Form D · Insurance

Specialty Insurance Marketing Services, LLC

Lexington, KY · CIK 0001790309

Offering snapshot reported Mar 30, 2026 · SEC filing

Reported sold
$520K
Offering amount: $3M
Investors reported
17
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 8, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$260K$520KApr 3, 2025: $520,000.00Apr 3, 2025Mar 30, 2026: $520,000.00Mar 30, 2026

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 30, 2026Amendment$520,000$0vs Apr 3, 202517SEC filing
Apr 3, 2025Initial$520,000No comparison17SEC filing
Nov 20, 2020Amendment$1,056,500$776,500vs Nov 22, 201924SEC filing
Nov 22, 2019Initial$280,000No comparison9SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-542910

Source: Form D, filed Mar 30, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.

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
Dave Bensema Director
Michael N. Fink Director, Executive
Pete Hester Director

Issuer details

Industry: Insurance (See others in industry)

Address:
2220 Executive Drive Suite 204
Lexington, KY, 40505
Phone: 859-806-7505