Full text of BURCH & COMPANY, INC's X-17A-5 filed 2026-03-09 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ #### UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 #### OMB APPROVAL OMB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 # ANNUAL REPORTS FORM X-17A-5 PART III | ours per response.<br>11.14 | | |-----------------------------|--| | SEC FILE NUMBER | | | 8-52121 | | | | 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 01/01/2025 ___________________________________________________________________________________________________________________________________<br>12/31/2025 | | | | | | | | | | | MM/DD/YY | | MM/DD/YY | | | | | | | A. REGISTRANT IDENTIFICATION | | | | | | | | | | BURCH & COMPANY, INC.<br>NAME OF FIRM. | | | | | | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>Broker-dealer Security-based swap dealer Major security-based swap participant<br>Check here if respondent is also an OTC derivatives dealer | | | | | | | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | | | | | 4151 N MULBERRY DRIVE, SUITE 235 | | | | | | | | | | | (No. and Street) | | | | | | | | | KANSAS CITY | MO | | 64116 | | | | | | | (City) | (State) | | (Zip Code) | | | | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | | | | JESSICA PASTORINO 816-842-4660 | | | JPASTORINO@BURCHCO.COM | | | | | | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing *<br>DAVID LUNDGREN & CO | | | | | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | | | | | 505 N MUR LEN RD | OLATHE | KS | | | | | | | | (Address) | (City) | (State)<br>6075 | (Zip Code) | | | | | | | (Date of Registration with PCAOB)(if applicable) | | | (PCAOB Registration Number, if applicable) | | | | | | | | FOR OFFICIAL USE ONLY | | | | | | | | \* Clains for exemption from the requirement that the annual…Read the full text as markdown