COKER & PALMER, INC. X-17A-5 (2026-06-29) — Broker-dealer annual report

Full text of COKER & PALMER, INC.'s X-17A-5 filed 2026-06-29 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

• Company: COKER & PALMER, INC.
• Form: X-17A-5
• Filed: 2026-06-29
• Period: 2025-12-31
• Accession: 0000879183-26-000005
• CIK: 879183
• File #: 8-44129
• Type: Broker-dealer
• Material weakness: No
• Auditor: Anders Minkler Huber & Helm LLP
• Auditor location: St. Louis, MO
• Contact: James David Coker
• Phone: 6019650101
• Email: dcoker@cokerpalmer.com
• Website: cokerpalmer.com
• Signed by: J. David Coker (President)

Document text (excerpt)

{0}------------------------------------------------ Financial Statements and Report of Independent Registered Public Accounting Firm Financial Statements with Supplementary Information December 31 , 2025 {1}------------------------------------------------ ## **TABLE OF CONTENTS** | Page | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------| | FACING PAGE AND OATH OR AFFIRMATION | | REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM<br>1<br><br><br><br><br><br> | | FINANCIAL STATEMENTS | | Statement of Financial Condition<br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br>3 | | <br>Statement of Income<br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br>4 | | Statement of Changes in Stockholder's Equity<br><br><br><br><br><br><br><br><br><br><br><br><br>5 | | <br><br><br><br><br><br>Statement of Cash Flows<br><br><br><br><br><br><br><br>6 | | Notes to Financial Statements<br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br>. 7 | | ADDITIONAL INFORMATION | | Computation ofNet Capital Under Rule 15c3-l of the<br>Securities and Exchange Commission (Schedule 1)<br><br><br><br><br><br><br><br><br><br><br><br><br><br><br>. 16 | | <br><br><br><br><br>Other Schedules<br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br>18 | | <br>EXEMPTION REPORT<br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br>. 19 | | <br>REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM<br><br><br>. 20 | {2}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 # **ANNUAL REPORTS FORM X-17A-5 PART** Ill SEC FILE NUMBER 8-44129 **FACING PAGE** **Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934** FILING FOR THE PERIOD BEGINNING **O 1/01/2025** MM/DD/YY AND ENDING **12/31/2025** MM/DD/YY **A. REGISTRANT IDENTIFICATION** NAME OF FIRM: COKER & PALMER, INC. TYPE OF REGISTRANT (check all applicable boxes): C!l Broker-dealer D Security-based swap dealer D Major security-based swap participant D Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS:…

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Other filings by this registrant

• X-17A-5 — 2025-03-13
• X-17A-5 — 2024-03-04
• X-17A-5 — 2023-03-09
• X-17A-5 — 2022-03-04
• X-17A-5 — 2021-03-17
• X-17A-5 — 2020-03-12
• X-17A-5 — 2020-03-12
• X-17A-5 — 2018-03-07
• X-17A-5 — 2017-03-09
• X-17A-5 — 2016-03-03
• X-17A-5 — 2015-03-02
• X-17A-5 — 2014-07-03

Original filing on SEC EDGAR (source of record)