SILVER OAK SECURITIES, INCORPORATED X-17A-5 (2026-03-31) — Broker-dealer annual report

Full text of SILVER OAK SECURITIES, INCORPORATED's X-17A-5 filed 2026-03-31 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

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{0}------------------------------------------------ {1}------------------------------------------------ | George T. Allen, III | swear (or affirm) that, to the best of my knowledge and beller, the | |------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------| | tinancial report pertaining to the firm of Silver Oak Securities, Inc. | as of | | December 31 | 2 025 | | | partner, officer, director, or equivalent person, as the case may be, has any proprietary interest in any account classified solely | | as that of a customer. | Signature:<br>STAIL<br>1 136<br>TENNESSEE<br>Title: | | | Chief Financial Officer<br>NOTARY | | | ੋ। 31 16,<br>20200<br>aro Ma. 19 | - - - - - - - - - - - - - - - - - - - - - - - - - - - {2}------------------------------------------------ SILVER OAK SECURITIES, INC. FINANCIAL STATEMENTS DECEMBER 31, 20 AND 20 {3}------------------------------------------------ # SILVER OAK SECURITIES, INC. TABLE OF CONTENTS | SILVER OAK SECURITIES, INC. | | |-------------------------------------------------------------------------|----| | TABLE OF CONTENTS | | | | | | Financial Section | | | Report of Independent Registered Public Accounting Firm<br>1 | | | Statements of Financial Condition 2<br>Statements of<br> | 3 | | Statements of<br>Changes in Stockholders' Equity 4 | | | Statements of Cash Flows<br>5 | | | Notes to Financial Statements<br>6 | | | Supplementary Information<br>Section | | | Computation of Net Capital | 12 | | Agreed-Upon Procedures Section | | | Report of Independent Registered Public Accounting Firm on Applying | | | Agreed-Upon Procedures<br> | 1 | | Compliance | | | Exemption Report | 1 | | Report of<br>Independent<br>Registered<br>Public<br>Accounting Firm<br> | 1 | {4}------------------------------------------------ # FINANCIAL SECTION {5}------------------------------------------------ ![](_page_5_Picture_0.jpeg) #### REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM To the Shareholders of Silver Oak Securities, Inc. #### Opinion on the Financial Statements We have audited the accompanying statements of financial condition of Silver Oak Securities, Inc. (the Company) as of December 31, 2025 and 2024, and the related statements of income, changes in stockholders equity, and cash flows for the years then ended, and the related notes (collectively referred to as the financial…

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