# LevelField Financial, Inc. — Form D

LevelField Financial, Inc. of HOUSTON, TX, a company, filed a Form D exempt-offering notice with the SEC on 2022-07-21. The offering totals $50.0M, of which $1.0M was reported sold. Industry: Other Banking and Financial Services.

## Offering

- Filed: 2022-07-21
- Form: D
- Accession: 0001741910-22-000007
- Industry: Other Banking and Financial Services
- Exemptions: 06b
- Total offering: $50.0M
- Amount sold: $1.0M
- Remaining: $49.0M
- Minimum investment: $1.0M
- Investors: 1
- Date of first sale: 2022-07-07
- Security types: equity
- Revenue range: No Revenues
- SEC file number: 021-453260

## Issuer

- Name: LevelField Financial, Inc.
- CIK: 0001741910
- Entity type: Corporation
- Jurisdiction: DELAWARE
- Incorporated: 2018
- Address: 2025 MCDUFFIE ST., HOUSTON, TX, 77019
- Phone: 713-899-6054

## Officers, directors & promoters (15)

| Name | Role | Location |
| --- | --- | --- |
| Gene Aubrey Grant II | Director | Houston, TX |
| Gene Aubrey Grant II | Executive Officer | Houston, TX |
| Gene A Grant II | Director | Houston, TX |
| Gene A Grant II | Executive Officer | Houston, TX |
| David Powell | Director | Boston, MA |
| David Powell | Executive Officer | Boston, MA |
| Frederick Stephen Helmholz | Director | Houston, TX |
| Frederick Stephen Helmholz | Executive Officer | Houston, TX |
| Hal Hoodwin | Executive Officer | Houston, TX |
| Gene Grant | Director | Houston, TX |
| Gene Grant | Executive Officer | Houston, TX |
| Stephen Redler | Executive Officer | Houston, TX |
| F. Stephen Helmholz | Director | Houston, TX |
| F. Stephen Helmholz | Executive Officer | Houston, TX |
| Earl Powell | Executive Officer | Houston, TX |

## Other filings by this issuer (7)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2025-10-08](https://search.stillhousedata.com/formd/0001741910-25-000004) | D | $200K | $200K |
| [2025-01-21](https://search.stillhousedata.com/formd/0001741910-25-000002) | D/A | $2.9M | $2.9M |
| [2022-03-08](https://search.stillhousedata.com/formd/0001741910-22-000004) | D/A | $514K | $514K |
| [2022-02-22](https://search.stillhousedata.com/formd/0001741910-22-000003) | D | $1.5M | $450K |
| [2022-02-07](https://search.stillhousedata.com/formd/0001741910-22-000002) | D/A | $8.0M | $8.0M |
| [2021-01-26](https://search.stillhousedata.com/formd/0001741910-21-000003) | D | $8.0M | $500K |
| [2018-05-29](https://search.stillhousedata.com/formd/0001741910-18-000001) | D | $100.0M | $253K |

## More

- [CIK 1741910 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1741910&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001741910-22-000007.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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