Form D Explorer

Private Financial, Inc.

CIK 2157624 · Corporation · Inc. GEORGIA · GAINESVILLE, GA · Commercial Banking

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Filings

1

Total offered

$39.6M

Total sold

$33.1M

Activity

Oct 13, 2026
through Oct 13, 2026

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.

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC
medium CRD 801-68950
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
medium CRD 801-63282
BOK FINANCIAL PRIVATE WEALTH, INC.
medium CRD 801-51401
PRISM FINANCIAL GROUP, L.L.C.
medium CRD 801-61646

Form D filings (1)

0002157624-26-000001
D · Oct 13, 2026 · Commercial Banking

Offering: $39,600,000

Sold: $33,105,000