Battle Financial, Inc.
Filings
4
Total offered
$98.5M
Total sold
$73.9M
Activity
Feb 5, 2025
through Oct 10, 2025
through Oct 10, 2025
Contact info
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Likely investment adviser (not guaranteed)
Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.
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BAUERLE FINANCIAL, INC
medium CRD 801-50497
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CAPITAL FINANCIAL GROUP, INC.
medium CRD 801-60148
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FINANCIAL PARTNERS GROUP, LLC
medium CRD 801-77574
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BARON FINANCIAL GROUP LLC
medium CRD 801-67989
Form D filings (4)
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0001899779-25-000005D · Oct 10, 2025 · Other Banking and Financial ServicesOffering: $40,000,000Sold: $36,505,565
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0001899779-25-000004D · Aug 14, 2025 · Other Banking and Financial ServicesOffering: $27,000,000Sold: $16,710,985
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0001899779-25-000003D · Jun 2, 2025 · Other Banking and Financial ServicesOffering: $16,750,000Sold: $11,980,985
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0001899779-25-000001D · Feb 5, 2025 · Other Banking and Financial ServicesOffering: $14,750,000Sold: $8,746,485