Full text of CALAMOS FINANCIAL SERVICES LLC's X-17A-5 filed 2026-02-26 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # **CALAMOS FINANCIAL SERVICES LLC** Financial Statements and Supplemental Schedules December 31, 2025 Filed pursuant to Rule 17a-5(e)(3) under the Securities Exchange Act of 1934 as a Public Document (With Report of Independent Registered Public Accounting Firm Thereon) {1}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 0MB APPROVAL 8-37854 SEC FILE NUMBER # **ANNUAL REPORTS FORM X-17A-S PART Ill** **FACING PAGE** Information Required Pursuant to Rules 17a-5, 17a-12, and lBa-7 under the Securities Exchange Act of 1934 | FILING FOR THE PERIOD BEGINNING | ----------<br>01/01/25 | AND ENDING | -----------<br>12/31/25 | | | |---------------------------------|------------------------|------------|-------------------------|--|--| | | MM/DD/YY | | MM/DD/YY | | | **A. REGISTRANT** IDENTIFICATION Calamos Financial Services LLC NAME OF FIRM: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ \_ TYPE OF REGISTRANT (check all appl icable boxes): ■ □ Broker-dealer □ Security-based swap dealer D Check here if respondent is also an OTC derivatives dealer □ Major security-based swap participant ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) # 2020 Calamos Court | | (No. and Street) | | | | |-----------------------------------------------------------------------------------------------------|------------------------------------------------------------|-------|-----------------------|------------| | Naperville | Illinois | 60563 | | | | (City) | (State) | | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | Christian Helmetag | 630-245-7274 | | chelmetag@calamos.com | | | (Name) | (Area Code - Telephone Number)<br>(Email Address) | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this fi ling*<br>Deloitte & Touche LLP | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | 111 S. Wacker Drive | Chicago | | Illinois | 60606 | | (Address)<br>10/20/03 | (City) | 34 | (State) | (Zip Code) | | T"<br>of Regj=,t;on w;th PCAOBl{;f appka ble) | | | | | **FOR OFFICIAL USE ONLY** • daims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a sta…Read the full text as markdown