Who Just RaisedWake Forest, NC · Financial Services · Form D filed Sep 4, 2026
Heritage Title, LLC raised $69K
Heritage Title, LLC is an insurance company based in Wake Forest, North Carolina. In a Form D filed with the SEC on September 4, 2026, it reported raising $68,607 from 1 investor as part of an offering of up to $68,607. The first sale in the offering took place on September 1, 2026.
Heritage Title delivers fast, flat-fee real estate closings across MD, DC, VA & DE. $695 flat fee, $100 beat-any-competitor guarantee, instant online quote.
- 6th Form D since 2018. Earlier new notices: Jul 10, 2023 · Mar 14, 2023 · Jul 7, 2021 · Oct 30, 2020 · Apr 3, 2018. All filings on EDGAR
$929K raised since 2020
5 Form D offerings, as reported to the SEC, the first in Oct 30, 2020. Amendments update a round; they aren't counted twice.
| Filed | Sold | Offering size | Investors |
|---|---|---|---|
| Sep 4, 2026 | $69K | $69K | 1 |
| Jul 10, 2023 | $254K | $254K | 2 |
| Mar 14, 2023 | $158K | $158K | 1 |
| Jul 7, 2021 | $274K | $274K | 1 |
| Oct 30, 2020 | $174K | $174K | 2 |
Lead score
6 out of 100
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Filing details
- Website
- heritagetitle.com
- Amount raised
- $68,607
- Offering size
- $68,607
- Investors so far
- 1
- Minimum investment
- $189
- First sale
- September 1, 2026
- Securities offered
- Equity
- Exemption claimed
- Rule 506(b)
- Industry
- Insurance
- Headquarters
- Wake Forest, North Carolina
- Incorporated
- North Carolina
- Entity type
- Limited Liability Company
- Revenue range
- $1 - $1,000,000
Filings
| Filed | Form | Raised | Offering size | Investors | Source |
|---|---|---|---|---|---|
| D (new notice) | $68,607 | $68,607 | 1 | SEC filing |
Figures come from the company's own filing with the SEC and are shown as reported. How to read a Form D.
Updated · Raises in the week of Aug 31, 2026 · Raises in North Carolina · September 2026 funding report
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