What amount sold does Legacy Financial, Inc. report in Form D filings?

The latest linked filings report $20M sold across 1 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 Legacy Financial, Inc.'s most recent SEC filing?

Legacy Financial, Inc.'s most recent Form D filing was on 2025-05-27.

How many investors does Legacy Financial, Inc. have?

The most recent Form D filing lists 14 investor(s).

What type of securities does Legacy Financial, Inc. offer?

Legacy Financial, Inc.'s SEC Form D filings indicate debt offerings.

Legacy Financial, Inc.

CIK: 0001812454·Other Banking and Financial Services·JOHNSON, KS·Corporation

Reported Sold

$20,000,000

Total Filings

Identified Offerings

Last Filed

May 27, 2025

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

May 27, 2025Form D — New notice

Reported sold: $20,000,000 · Target: $20,000,000

Rule 506(b)·14 investors

May 27, 2025Form D/A — Amendment

Reported sold: $20,000,000 · Target: $20,000,000

Rule 506(b)·14 investors

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

Decline to Disclose

Reported commissions across identified offerings

$400,000

Amendment Rate

50%

Latest reported sold across 1 identified offering

$20,000,000

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

Martie Floyd

Related Person

Appears on 2 filings

Christopher Robert Floyd

Related Person

Appears on 2 filings

Gary Floyd

Related Person

Appears on 2 filings

Matthew Bennett

Related Person

Appears on 2 filings

Clint Floyd

Related Person

Appears on 2 filings

David Mann

Related Person

Appears on 2 filings

Richard Roberts

Related Person

Appears on 2 filings

Shane Ver Dught

Related Person

Appears on 2 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
May 27, 2025	Amendment	$20,000,000	$20,000,000	14
May 27, 2025	New	$20,000,000	$20,000,000	14

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.

Future Health Holdings LLC

Other Banking and Financial Services

Offering target: $11,200,000

Filed Oct 29, 2026