Full text of GIRARD INVESTMENT SERVICES, LLC's X-17A-5 filed 2026-02-23 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ Financial Statements and Supplementary Information Pursuant to Rule 17a-5 under the Securities and Exchange Act of 1934 December 31, 2025 (With Report of Independent Registered Public Accounting Firm Thereon) {1}------------------------------------------------ 008-14145 01/01/25 12/31/25 Girard Investment Services, LLC ■ # 41 West Broad Street | Souderton | PA | | 18964 | | |--------------------|--------------|----------------------|------------|--| | | | | | | | | | | | | | Darren Johnson | 215-721-2549 | johnsond@univest.net | | | | | | | | | | | | | | | | KPMG LLP | | | | | | | | | | | | 1601 Market Street | Philadelphia | PA | 19103-2499 | | | | | | | | | 10/20/2003 | | 185 | | | | | | | | | | | | | | | | | | | | | {2}------------------------------------------------ | David W. Geibel | | | | |-----------------|-----|---------------------------------|--| | | | Girard Investment Services, LLC | | | December 31 | 025 | | | | David Geibel | Digitally signed by David Geibel<br>Date: 2026.02.19 11:31:51 -05'00' | |--------------|-----------------------------------------------------------------------| | | | | President | | - - - - - - - - - - - - - - - - - - - - - - - - - - - {3}------------------------------------------------ # **Table of Contents** **Page** | Report of Independent Registered Public Accounting Firm | 1 | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----| | Financial Statements | | | Statement of Financial Condition, At December 31, 2025 | 2 | | Statement of Operations, Year ended December 31, 2025 | 3 | | Statement of Changes in Member's Equity, Year ended December 31, 2025 | 4 | | Statement of Cash Flows, Year ended December 31, 2025 | 5 | | Notes to Financial Statements | 6 | | Supplementary Information | | | Schedule I - Computation of Net Capital Pursuant to Rule 15c3-1 of the Securities and Exchange Commission, At<br>December 31, 2025 | 11 | | Schedule II - Computation for Determination of Reserve Requirements and Information for Possession or Control<br>Requirements Pursuant to Rule 15c3-3 of the Securities and Exchange Commission, At December 31, 2025 | 12 | {4}------------------------------------------------  KPMG LLP Suite 4000 1735 Market Street Philadelphia, PA 19103-7501 # **Report o…Read the full text as markdown