Form D Explorer

LevelField Financial, Inc.

CIK 1741910 · Corporation · Inc. DELAWARE · HOUSTON, TX · Other Banking and Financial Services

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Filings

2

Total offered

$3.1M

Total sold

$3.1M

Activity

Jan 21, 2025
through Oct 8, 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.

MELD FINANCIAL, INC.
medium CRD 801-62981
LEVEL FINANCIAL ADVISORS, INC.
medium CRD 801-15900
SUTTERFIELD FINANCIAL GROUP, INC.
medium CRD 801-63652
CAPITAL FINANCIAL GROUP, INC.
medium CRD 801-60148

Form D filings (2)

0001741910-25-000004
D · Oct 8, 2025 · Other Banking and Financial Services

Offering: $199,977

Sold: $199,977
0001741910-25-000002
D · Jan 21, 2025 · Other Banking and Financial Services

Offering: $2,869,796

Sold: $2,869,796