About LevelField Financial
LevelField Financial is a private company based in Houston, Texas. It has reported $11,836,793 raised in five offerings on Form D since May 2018. Its chief executive is Gene Grant II.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Sep 23, 2025 | Oct 8, 2025 | $199,977fully sold | 4 | $49,994 | Equity, OptionsRule 506(b) | Form D ↗ |
| Jul 7, 2022 | Jul 21, 2022amended Jan 21, 2025 | $2,869,796fully sold | 8 | $358K | EquityRule 506(b) | Form D/A ↗1 earlier filing |
| Feb 8, 2022 | Feb 22, 2022amended Mar 8, 2022 | $513,800fully sold | 7 | $73,400 | EquityRule 506(c) | Form D/A ↗1 earlier filing |
| Jan 11, 2021 | Jan 26, 2021amended Feb 7, 2022 | $8,000,000fully sold | 8 | $1.0M | EquityRule 506(c) | Form D/A ↗1 earlier filing |
| Apr 30, 2018 | May 29, 2018 | $253,220of $100.0M target | 1 | $253K | EquityRule 506(c) | Form D ↗ |
| Total, five offerings | $11,836,793 | |||||
First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.
Leadership Team
Executive officers and directors listed on LevelField Financial's Form D filed Oct 8, 2025.
Earlier filings also listed Frederick Helmholz (executive officer and director, last listed Feb 2022), Stephen Redler (executive officer, last listed May 2018), Hal Hoodwin (executive officer, last listed May 2018), F. Stephen Helmholz (executive officer and director, last listed May 2018), Earl Powell (executive officer, last listed May 2018) and David Powell (executive officer and director, last listed May 2018).