What amount sold does UNIFIED FINANCIAL SERVICES INC report in Form D filings?

The latest linked filings report $389K sold across 2 identified offering(s). 0 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was UNIFIED FINANCIAL SERVICES INC's most recent SEC filing?

UNIFIED FINANCIAL SERVICES INC's most recent Form D filing was on 2019-08-16.

How many investors does UNIFIED FINANCIAL SERVICES INC have?

The most recent Form D filing lists 4 investor(s).

What type of securities does UNIFIED FINANCIAL SERVICES INC offer?

UNIFIED FINANCIAL SERVICES INC's SEC Form D filings indicate equity offerings.

UNIFIED FINANCIAL SERVICES INC

CIK: 0001033926·Other Banking and Financial Services·LEXINGTON, KY·Corporation

Reported Sold

$388,500

Total Filings

Identified Offerings

Last Filed

Aug 16, 2019

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Other Banking and Financial Services industry

SEC EDGAR

Offering filing timeline

Aug 16, 2019Form D — New notice

Reported sold: $0 · Target: $225,000

Rule 506(b)·4 investors

Dec 20, 2011Form D — New notice

Reported sold: $388,500 · Target: $6,993,000

Rule 506·13 investors

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

$5,000,001 - $25,000,000

Reported commissions across identified offerings

Amendment Rate

Latest reported sold across 2 identified offerings

$388,500

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

David R. DeMarcus

Related Person

Appears on 2 filings

David E. Longenecker

Related Person

Appears on 1 filing

Jack H. Brown

Related Person

Appears on 1 filing

John R. Jenkins

Related Person

Appears on 1 filing

Christopher E. Anderson

Related Person

Appears on 1 filing

John S Penn

Related Person

Appears on 1 filing

Connie Van Onselder

Related Person

Appears on 1 filing

Beth L. Climo

Related Person

Appears on 1 filing

Filing History

Date	Type	Offering target	Reported sold	Investors
Aug 16, 2019	New	$225,000	$0	4
Dec 20, 2011	New	$6,993,000	$388,500	13

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

SUNSHINE & KITTENS LTD

Other Banking and Financial Services

Offering target: $321,602

Filed Oct 19, 2026