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Costa Mesa, CA · Financial Services · Form D filed Sep 29, 2026

PCB Financial, Inc raised $6.4M

PCB Financial, Inc is a commercial banking company based in Costa Mesa, California. In an amended Form D filed with the SEC on September 29, 2026, it reported raising $6,445,997 from 16 investors as part of an offering of up to $16,499,999. The first sale in the offering took place on December 26, 2025.

We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

$21.7M raised since 2020

3 Form D offerings, as reported to the SEC, the first in Nov 22, 2023. Amendments update a round; they aren't counted twice.

FiledSoldOffering sizeInvestors
Apr 20, 2026$6.4M$16.5M16
Jan 12, 2026$210K$16.5M1
Nov 22, 2023$15M$40M3

Lead score

33 out of 100

filed recently still raising budget to spend website found

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Filing details

Website
pcbfinancial.com
Amount raised
$6,445,997
Offering size
$16,499,999
Investors so far
16
Minimum investment
$10,000
First sale
December 26, 2025
Securities offered
Equity
Exemption claimed
Rule 506(c)
Industry
Commercial Banking
Headquarters
Costa Mesa, California
Incorporated
California, 2022
Entity type
Corporation

Filings

FiledFormRaisedOffering sizeInvestorsSource
D/A (amendment) $6,445,997 $16,499,999 16 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 Sep 28, 2026 · Financial Services funding in California · September 2026 funding report

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