LevelField Financial, Inc.
Filings
2
Total offered
$3.1M
Total sold
$3.1M
Activity
2025-01-21
through 2025-10-08
through 2025-10-08
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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MELD FINANCIAL, INC.
medium CRD 801-62981
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LEVEL FINANCIAL ADVISORS, INC.
medium CRD 801-15900
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SUTTERFIELD FINANCIAL GROUP, INC.
medium CRD 801-63652
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CAPITAL FINANCIAL GROUP, INC.
medium CRD 801-60148
Form D filings (2)
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0001741910-25-000004D · 2025-10-08 · Other Banking and Financial ServicesOffering: $199,977Sold: $199,977
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0001741910-25-000002D · 2025-01-21 · Other Banking and Financial ServicesOffering: $2,869,796Sold: $2,869,796