Full text of VALMARK SECURITIES, INC.'s X-17A-5 filed 2026-07-07 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------  Independent Auditors Report – Financial Statements and Supplemental Information Report on Applying Agreed-Upon Procedures – Schedule of General Assessment Reconciliation (Form SIPC-7) Report on Review of Statement of Exemption of Broker Dealer # **Year Ended December 31, 2025** ## WWW.VALMARKFG.COM {1}------------------------------------------------ OMB APPROVAI UNITED STATES OMB Number: 3235-0123 SECURITIES AND EXCHANGE COMMISSION Expires: Nov. 30, 2026 Washington, D.C. 20549 Estimated average burden hours per response: 12 ANNUAL REPORTS SEC FILE NUMBER FORM X-17A-5 PART III FACING PAGE Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 AND ENDING 12/31/25 FILING FOR THE PERIOD BEGINNING 01/01/25 MM/DD/YY MM/DD/YY A. REGISTRANT IDENTIFICATION NAME OF FIRM: VALMARK SECURITIES, INC. TYPE OF REGISTRANT (check all applicable boxes): @ Broker-dealer | | Security-based swap dealer | | Major security-based swap participant Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) 130 SPRINGSIDE DR., SUITE 110 (No. and Street) OH 44333 AKRON (Zip Code) (State) (City) PERSON TO CONTACT WITH REGARD TO THIS FILING ELIZABETH E. KOZENKO 330-576-1234 EKOZENKO@VALMARKFG.COM (Area Code - Telephone Number) (Email Address) (Name) B. ACCOUNTANT IDENTIFICATION INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* CROWE, LLP (Name - if individual, state last, first, and middle name) 10017 485 LEXINGTON AVE, FLOOR 11 NEW YORK NY (State) (Zip Code) (Address) (City) 9/24/2023 173 (PCAOB Registration Number, if applicable) (Date of Registration with PCAOB)(if applicable) FOR OFFICIAL USE ONLY \* Claims for exemption from the requirement that the annual reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-5(e)(1)(ii), if applicable. Persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number. {2}------------------------------------------------ #### OATH OR AFFIRMATION | | | ELIZABETH E. KOZENKO | |--|--|----------------------| | | | | swear (or affirm) that, to the best of my knowledge and belief, the financial report pertaining to the firm…Read the full text as markdown