Full text of AVONDALE PARTNERS, LLC's X-17A-5 filed 2025-08-29 (period 2025-06-30). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ #### AVONDALE PARTNERS, LLC NASHVILLE, TENNESSEE STATEMENT OF FINANCIAL CONDITION, FORM X-17A-5, PART III, AND REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM JUNE 30, 2025 Filed as PUBLIC information pursuant to Rule 17a-5(d) under the Security Exchange Act of 1934. {1}------------------------------------------------ #### AVONDALE PARTNERS, LLC NASHVILLE, TENNESSEE #### STATEMENT OF FINANCIAL CONDITION, FORM X-17A-5, PART III, AND REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM # JUNE 30, 2025 # CONTENTS PAGE | FORM X-17A-5, PART III | 1 - 2 | |-------------------------------------------------------|--------| | REPORT OF INDENDENT REGISTERED PUBLIC ACCOUNTING FIRM | 3 | | FINANCIAL STATEMENT | | | Statement of Financial Condition | 4 | | Notes to Statement of Financial Condition | 5 - 11 | {2}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 | OMB Number: 3235-0123 | | |--------------------------|----| | Expires: Nov. 30, 2026 | | | Estimated average burder | | | hours per response: | 12 | # ANNUAL REPORTS FORM X-17A-5 PART III | ours per response. | | |--------------------|--| | SEC FILE NUMBER | | | 8-51550 | | OMA APPROVAL 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 07/01/24 AND ENDING 06/30/25 MM/DD/YY MM/DD/YY A. REGISTRANT IDENTIFICATION NAME OF FIRM: Avondale Partners, LLC 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.) 4322 Harding Pike, Ste 414 (No. and Street) Nashville TN 37205 (City) (State) (Zip Code) PERSON TO CONTACT WITH REGARD TO THIS FILING Joel D Oertling 615.519.1313 joertling@avondalepartnersllc.com (Name) (Area Code - Telephone Number) (Email Address) B. ACCOUNTANT IDENTIFICATION INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* Sanville & Company LLC (Name – if individual, state last, first, and middle name) 325 North Saint Paule Street, Ste 3100 Dallas TX 75201 (Address) (City) (State) (Zip Code) 09/18/2003 169 (Date of Registration with PCAOB)(if applicable) (PCAOB Registration Number, if applicable) FOR OFFICIAL USE ONLY \* Claims for exemption from th…Read the full text as markdown