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Community Heritage Financial, Inc.

Operating

Fintech · Middletown, MD

Estimated pre-money ⓘ
$49.5M
As of Jun 2022 · from Reg A Offering (2022) · our estimate: offering price × shares outstanding, not a stated valuation
Total raised
$40,740,046
Crowd $13.6M · Private $27.1M · 3 rounds since 2019
Latest share price
$22.00
Reg A+ · Equity · Jun 2022 offering price

Financials

FY2021–FY2022 · from SEC filings · hover any figure for its source
$6.0M
2021
$6.9M
2022
RevenueNet income — beside revenue when positive, below the line when a loss
Metric
FY2021 audited
FY2022 audited
Income statement
Net income
$6,015,285
$6,855,504
Balance sheet
Cash
$41,255,045
—
Total assets
$817,909,724
—
Long-term debt
$14,753,333
—
Total liabilities
$760,954,833
—
Other
Headcount
163
—

Figures as reported by the issuer in the filing shown on hover. Each year’s pill shows the assurance level of its filed statements — audited, reviewed (CPA review, less than an audit), or unaudited, as the filing’s own report or certification states it. A dashed pill marked * is inferred instead: the SEC minimum for an offering that size, which the issuer may have exceeded. No pill means we couldn’t tell. Headcount is the filing’s point-in-time count, not a year-end average. Manually corrected figures are marked “Corrected”.

Valuation over rounds

Pre-money — the valuation set before each round’s money came in
$49.5M
est. pre-money
Reg A+ · Equity · Jun 2022

Dotted grey bars are our estimate for rounds that didn't state one: the round's share price × the shares outstanding in its filings. Same measure as blue, but rougher.

Cap table

Share counts as of Sep 23, 2022
ClassOutstandingVotes / shareShare of totalLast price
Common Stock2,251,320—100.0%$22.00Jun 2022

Principal holders% as the filing states it, Sep 23, 2022

  • Frankie Corsi, III6,146 shares2.7%of company
  • Robert E. Goetz, Jr.4,156 shares2%of company

Sold to the crowd

From the company's SEC filings: share counts per class, each class's voting and conversion terms, and the holders of 20% or more that Form C requires (officers and 10%+ holders on Form 1-A). Filings name only large holders, so most owners — including crowd investors — are not listed, and a holder's percentage may be of its own class rather than of the whole company. Prices and crowd share counts are in today's share terms — adjusted for splits and conversions since they were sold. Hover a figure for its filing.

Fundraising history

Raised $12.1MInvestors 29
Reg A+ · Equity · Jun 2022Closedvia Piper Sandler & Co.
Raised $13.6M / $31.6MEst. pre-money $49.5M
Raised $15MInvestors 14

Team

5 people
Robert E. Goetz, Jr.
President & Chief Executive Officer
William H. Poffenbarger, Jr.
Executive Vice President and President and Chief Executive Officer of Millennium Financial Group, Inc.
J. Michael Hill
Executive Vice President & Chief Risk Officer
Robert Wolfe, Jr.
Executive Vice President & Chief Financial Officer
Dawn R. Woods
Corporate Secretary

Names and titles as disclosed on SEC Form 1-A. Bios and photos come from the platform campaign page and may be out of date.

  • Form DOct 15, 20240001792597-24-000001
    EDGAR
  • Form 1-ZMay 9, 20230001753926-23-000612
    EDGAR
  • Form 1-KMay 1, 20230001753926-23-000548
    EDGAR
  • Form 253G2Oct 26, 20220001753926-22-001397
    EDGAR
  • Form 253G2Oct 3, 20220001753926-22-001340
    EDGAR
  • Form 253G1Sep 29, 20220001753926-22-001328
    EDGAR
  • Form 1-SASep 28, 20220001753926-22-001323
    EDGAR
  • Form QUALIFSep 28, 20229999999994-22-000381
    EDGAR
Source: SEC EDGARCIK 0001792597MDShare price $22.00Last synced Aug 16, 2026

About this data. Figures are compiled from public sources — SEC EDGAR filings (Form C, C-AR, 1-A, 1-K) and funding-platform pages — and may be delayed, incomplete, or restated by the issuer. Financial statements are as reported by the issuer; each year is labeled with its assurance level (audited / reviewed / unaudited). A valuation cap is the conversion ceiling of a SAFE or convertible note, not an agreed company valuation; post-money figures are computed as pre-money plus amount raised and are not a traded price. Crowdonomics is not a broker-dealer, funding portal, or investment adviser; nothing here is investment advice or an offer to sell securities. Verify all figures against the linked EDGAR filings.