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.
- 4th Form D since 2023. Earlier new notices: Apr 20, 2026 · Jan 12, 2026 · Nov 22, 2023. All filings on EDGAR
- Still raising. $10.1M of the $16.5M offering was still unsold at filing.
- Rule 506(c) offering. The company may advertise this round publicly; buyers must be verified accredited investors.
$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.
| Filed | Sold | Offering size | Investors |
|---|---|---|---|
| Apr 20, 2026 | $6.4M | $16.5M | 16 |
| Jan 12, 2026 | $210K | $16.5M | 1 |
| Nov 22, 2023 | $15M | $40M | 3 |
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
| Filed | Form | Raised | Offering size | Investors | Source |
|---|---|---|---|---|---|
| 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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