# 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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## The full lists

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- [Form D filings in Texas](https://specstream.ai/data/form-d/state/texas): 4,800 rows, by operating companies, filed since November 1, 2024, $128, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/state/texas
- [Form D filings in Investing](https://specstream.ai/data/form-d/industry/investing): 1,820 rows, by operating companies, filed since November 1, 2024, $91, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/industry/investing

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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

## 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](https://www.sec.gov/Archives/edgar/data/1567252/000156725221000001/0001567252-21-000001-index.htm) |
| Sep 15, 2020 | Amendment | $10,000,000 | $2,007,882 | $7,992,118 | 9 | Aug 8, 2019 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1567252/000156725220000001/0001567252-20-000001-index.htm) |
| Oct 10, 2019 | New notice | $10,000,000 | $1,707,882 | $8,292,118 | 9 | Aug 8, 2019 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1567252/000156725219000001/0001567252-19-000001-index.htm) |
| Sep 12, 2018 | New notice | $4,500,000 | $4,500,000 | $0 | 1 | Aug 31, 2018 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1567252/000156725218000001/0001567252-18-000001-index.htm) |
| Nov 16, 2017 | Amendment | $10,000,000 | $2,850,000 | $7,150,000 | 8 | Sep 8, 2016 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1567252/000156725217000001/0001567252-17-000001-index.htm) |
| Sep 8, 2016 | New notice | $10,000,000 | $200,000 | $9,800,000 | 1 | Sep 8, 2016 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1567252/000156725216000001/0001567252-16-000001-index.htm) |
| Aug 28, 2014 | New notice | $5,000,000 | $1,850,000 | $3,150,000 | 8 | Aug 19, 2014 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1567252/000156725214000001/0001567252-14-000001-index.htm) |
| Aug 19, 2013 | Amendment | $30,000,000 | $4,770,000 | $25,230,000 | 12 | Jan 8, 2013 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1567252/000156725213000003/0001567252-13-000003-index.htm) |
| Jan 22, 2013 | New notice | $30,000,000 | $1,000,000 | $29,000,000 | 1 | Jan 8, 2013 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1567252/000156725213000002/0001567252-13-000002-index.htm) |

## 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](https://specstream.ai/data/form-d/company/satschel-inc-2130880) offering · Nov 4, 2026
- [Harvest Invest 093 LLC A Series of Harvest Invest LLC](https://specstream.ai/data/form-d/company/harvest-invest-093-llc-a-series-of-harvest-invest-llc-2138856) $1.2 million · Aug 13, 2026

[Every Form D from the week of Sep 6, 2021](https://specstream.ai/data/form-d/week/2021-09-06) · [All recent filings in Texas](https://specstream.ai/data/form-d/state/texas) · [All recent Investing filings](https://specstream.ai/data/form-d/industry/investing)

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](https://creativecommons.org/licenses/by/4.0/).