Fundraisers / Independent Financial Group, LLC
FundraiserRegistered broker-dealer
Independent Financial Group, LLC
FINRA 7717 · placing rounds since Jan 2016
11company rounds placed
1in the last two years, last Jun 2025
$122Msold in the rounds they placed
347.2%typical commission; the median firm takes 4.9%
Named on 73 Form D filings as paid to sell the offering: 11 for operating companies, 62 for real estate. 7 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q2124Q2125Q2
What they place
- Oil and Gas100%
How big the rounds are
- Under $1M6
- $1M to $5M5
- $5M to $20M3
- $20M to $100M4
- $100M+0
Where the companies are
TX13NY3CA2LA1OK1
Rounds they placed
FiledIssuerIndustrySold
Jun 2025Mewbourne Energy Partners 25-A, L.P.Oil and Gas$1.0M
Dec 2024JLLX Diversified VIII, DSTAgents: Kelly ClydeOther Real Estate$14M
Jun 2024Mewbourne Energy Partners 24-A, L.P.Oil and Gas$36M
Dec 2023JLLX Diversified III, DSTAgents: Chris VizziOther Real Estate$1.4M
Jun 2023Mewbourne Energy Partners 23-A, L.P.Oil and Gas$25M
Jul 2022RK Riverstone DSTCommercial-
Jul 2022RK Dawson Park DSTCommercial-
Jun 2022Mewbourne Energy Partners 22-A, L.P.Oil and Gas$49M
May 2022Passco Estelle DSTResidential-
May 2022Zero Coupon MI Office DSTOther Real Estate$8.1M
May 2022Passco Canal DSTResidential-
Mar 2022RK Grandview at Clear Pond DSTCommercial-
Dec 2021New Jersey Multifamily Portfolio DSTOther Real Estate$13M
Dec 2021RK Pointe at East Shore DSTCommercial-
Oct 2021RK Trailside Verdae DSTCommercial-
Jul 2021BR Lake Linganore, DSTResidential$7.5M
Jul 2021RK AVLI at Crosstown Center DSTCommercial-
Jul 2021Mewbourne Energy Partners 21-A, L.P.Oil and Gas$3.1M
May 2021BR Greylyn Portfolio, DSTResidential$4.9M
May 2021RK Pointe at Greenville DSTCommercial-
Apr 2021Passco Chesterfield DSTResidential$247k
Mar 2021RK Haven Pointe at Carolina Forest DSTCommercial-
Feb 2021Passco Mill at New Holland DSTResidential-
Jan 2021Passco San Antonio DSTResidential-
Dec 2020MCG Madison 521 Investors Pref, LLCResidential$2.0M
Dec 2020Passco Cypress Creek DSTResidential$350k
Dec 2020RK Pointe at Research Park DSTCommercial-
Oct 2020MCG Madison Trails Investors Pref, LLCResidential-
Oct 2020Passco Preserve DSTResidential-
Oct 2020Rk Coda DstCommercial-
Oct 2020Passco One Hampton DSTResidential$1.0M
Aug 2020Mewbourne Energy Partners 20-A, L.P.Oil and Gas$2.7M
Apr 2020Passco Nocatee DSTResidential-
Mar 2020Moody National Financial Fund II, LLCCommercial-
Feb 2020Fayetteville Student Housing DSTOther Real Estate$17M
Jan 2020Passco Mellody Farm DSTResidential$500k
Dec 2019Passco Buckhead DSTResidential$14M
Nov 2019Passco Lakeview Villas DSTResidential-
Nov 2019Passco Park 35 DSTResidential-
Oct 2019Passco Turkey Creek DSTResidential-
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.
Often on the same rounds
Other fundraisers named on the same filings: the firms they syndicate with.
The Strategic Financial Alliance, Inc.14 rounds togetherCommonwealth Financial Network13 rounds togetherKalos Capital, Inc.11 rounds togetherBerthel, Fisher & Company Financial Services, Inc.11 rounds togetherConcorde Investment Services, LLC11 rounds togetherCalton & Associates, Inc.11 rounds together
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