What amount sold does Merit Holdings, LLC report in Form D filings?

The latest linked filings report $40.9M 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 Merit Holdings, LLC's most recent SEC filing?

Merit Holdings, LLC's most recent Form D filing was on 2022-10-07.

How many investors does Merit Holdings, LLC have?

The most recent Form D filing lists 129 investor(s).

What type of securities does Merit Holdings, LLC offer?

Merit Holdings, LLC's SEC Form D filings indicate equity offerings.

Merit Holdings, LLC

CIK: 0001776315·Commercial Banking·HUNTSVILLE, AL·Limited Liability Company·Founded 2018

Reported Sold

$40,928,090

Total Filings

Identified Offerings

Last Filed

Oct 7, 2022

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 Commercial Banking industry

SEC EDGAR

Offering filing timeline

Oct 7, 2022Form D/A — Amendment

Reported sold: $16,428,090 · Target: $17,500,000

Rule 506(b)·129 investors

Changed: Reported amount sold, Reported investors

Jun 28, 2022Form D — New notice

Reported sold: $11,890,998 · Target: $17,500,000

Rule 506(b)·84 investors

Jul 16, 2019Form D/A — Amendment

Reported sold: $24,500,000 · Target: $25,000,000

Rule 506(b)·155 investors

May 13, 2019Form D — New notice

Reported sold: $24,500,000 · Target: $25,000,000

Rule 506(b)·155 investors

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

129

Revenue Range

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

Reported commissions across identified offerings

Amendment Rate

50%

Latest reported sold across 2 identified offerings

$40,928,090

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

Frank Aldag

Related Person

Appears on 4 filings

Steven Cost

Related Person

Appears on 2 filings

Robert Hilburn Womble

Related Person

Appears on 2 filings

Brent Romine

Related Person

Appears on 2 filings

Charles William Heaps

Related Person

Appears on 2 filings

James C. Falciani

Related Person

Appears on 2 filings

Jeff Huntley

Related Person

Appears on 2 filings

Mark McIntyre

Related Person

Appears on 2 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Oct 7, 2022	Amendment	$17,500,000	$16,428,090	129
Jun 28, 2022	New	$17,500,000	$11,890,998	84
Jul 16, 2019	Amendment	$25,000,000	$24,500,000	155
May 13, 2019	New	$25,000,000	$24,500,000	155

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.

Oakworth Capital, Inc.

Commercial Banking

Offering target: $19,999,980

Filed Aug 6, 2026