Full text of COORDINATED CAPITAL SECURITIES, INC.'s X-17A-5 filed 2025-05-01 (period 2025-03-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ (A Wholly-Owned Subsidiary of Coordinated Capital Holdings, Inc.) Madison, Wisconsin FINANCIAL STATEMENTS Including Report of Independent Registered Public Accounting Firm As of and for the Year Ended March 31, 2025 {1}------------------------------------------------ (A Wholly-Owned Subsidiary of Coordinated Capital Holdings, Inc.) #### TABLE OF CONTENTS | Report of Independent Registered Public Accounting Firm | | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------| | Financial Statements | | | Statement of financial condition | 2 | | Statement of operations | 3 | | Statement of stockholder's equity | 4 | | Statement of cash flows | 5 | | Notes to financial statements | 6 -<br>12 | | Supplemental Information | | | Schedule I -<br>Computation of Net Capital Under Rule 15c3-1 of the Securities and<br>Exchange Commission Capital Rule | 13 | | Schedule II -<br>Statement on Exemption from the Computation of Reserve<br>Requirements and Information for Possession or Control Requirements Under Rule<br>15c3-3 | 14 | | Report of Independent Registered Public Accounting Firm on Rule 15c3-3 Exemption | 15 | | Exemption Report pursuant to Securities and Exchange Commission Rule 17a-5(d)(4) | 16 | {2}------------------------------------------------  :1@:0 An AbitOs Company #### REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRlvf To those charged with governance of C:o ord inatc d C:apitaI Se curit ies, Inc. #### **Opinion on the Financial Statements** \\7e have audited the accompanying statement of financial condition of C:o o rd inatc d C:apit aI Securit ies, Inc. as of March 31, 2025, the related statements of operations, statement of stockholder's equity, and statement of cash flows for the year then ended, and the related notes (collectively referred to as the "financial statements"). In our opinion, the financial statements present fairly, in all material respects, the financial position of C:oordinatcd C:apitaI Secu rit ies, I nc . as of March 31, 2025, and the results of its operations and its cash flows for the year then ended in conformity with accounting principles generally accepted in the United States of America. #### **Basis for Opinion** These financial statements are the responsibility of C:oordinated C:apitaI Securit ies, l nc.'s management. Ou…Read the full text as markdown