Data / Form D filings / Visio Financial Services Inc.
Visio Financial Services Inc.: Form D filings
Visio Financial Services Inc., an investing company in Austin, TX, filed 9 Form D notices with the SEC between 2013 and 2021. The latest, on September 10, 2021, reports $2 million sold of a $10 million offering to 9 investors.
Find out what Visio Financial Services Inc. does, who founded it and who invested, beyond what the filing says. $10 of credit on sign-up, no card.
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Company details from the filing
- Address
- 1905 KRAMER LANE, SUITE B700, Austin, TX, 78578
- Phone
- (512) 652-8612
- Industry
- Investing
- Entity type
- Corporation
- Incorporated in
- Delaware
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1567252
The full lists. Form D filings in Texas: 4,800 rows, $128, or the new rows each week for $19 a month. Form D filings in Investing: 1,820 rows, $91, or the new rows each week for $19 a month. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (company, CIK, year incorporated, street, city, state and 5 more), which open on your screen as soon as the payment clears and come by email. For agents and scripts: every list with its row count and price is at https://specstream.ai/data/lists.json.
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Sep 10, 2021 | Amendment | $10,000,000 | $2,007,882 | $7,992,118 | 9 | Aug 8, 2019 | sec.gov |
| Sep 15, 2020 | Amendment | $10,000,000 | $2,007,882 | $7,992,118 | 9 | Aug 8, 2019 | sec.gov |
| Oct 10, 2019 | New notice | $10,000,000 | $1,707,882 | $8,292,118 | 9 | Aug 8, 2019 | sec.gov |
| Sep 12, 2018 | New notice | $4,500,000 | $4,500,000 | $0 | 1 | Aug 31, 2018 | sec.gov |
| Nov 16, 2017 | Amendment | $10,000,000 | $2,850,000 | $7,150,000 | 8 | Sep 8, 2016 | sec.gov |
| Sep 8, 2016 | New notice | $10,000,000 | $200,000 | $9,800,000 | 1 | Sep 8, 2016 | sec.gov |
| Aug 28, 2014 | New notice | $5,000,000 | $1,850,000 | $3,150,000 | 8 | Aug 19, 2014 | sec.gov |
| Aug 19, 2013 | Amendment | $30,000,000 | $4,770,000 | $25,230,000 | 12 | Jan 8, 2013 | sec.gov |
| Jan 22, 2013 | New notice | $30,000,000 | $1,000,000 | $29,000,000 | 1 | Jan 8, 2013 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| August J Peterson | Director | |
| Matt J Matza | Executive Officer, Director | |
| William J Kerley | Executive Officer, Director | |
| Sean J Banchik | Director | |
| Jeff J Ball | Executive Officer, Director |
Other investing companies in Texas that filed recently
- Satschel, Inc offering · Nov 4, 2026
- Harvest Invest 093 LLC A Series of Harvest Invest LLC $1.2 million · Aug 13, 2026
Every Form D from the week of Sep 6, 2021 · All recent filings in Texas · All recent Investing filings
Read from SEC EDGAR. Amount sold is what Visio Financial Services Inc. reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.
$10 of credit on sign-up, no card.