Full text of KOEHLER FINANCIAL, LLC's X-17A-5 filed 2026-03-03 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ | | UNITED STATES | OMB APPROVAL | |---------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------| | SECURITIES AND EXCHANGE COMMISSION | | OMB Number: 3235-0123<br>Expires: Nov. 30, 2026 | | | Washington, D.C. 20549 | Estimated average burden<br>hours per response: 12 | | | ANNUAL REPORTS | | | | FORM X-17A-5 | SEC FILE NUMBER | | | PART IIШ | 8-48431 | | | | | | | 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 | 01/01/25<br>AND ENDING | 12/31/25 | | | MM/DD/YY | MM/DD/YY | | | A. REGISTRANT IDENTIFICATION | | | NAME OF FIRM: | Koehler Financial, 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.) | | | | 5764 James Dr. | | | | | (No. and Street) | | | Stevensville | Michigan | 49127 | | (City) | (State) | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | Erica Momany | 269 429-0650 | koehlerfinancialllc@koehlerfinancial.com | | (Name) | (Area Code - Telephone Number) | (EmailAddress) | | | B. ACCOUNTANT IDENTIFICATION | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | Thomas Faust, CPA, LLC d/b/a Thomas Faust, CPА | | | | (Name - if individual, state last, first, and middle name) | | | 174 Coldbrook Ct. | Lafayette | Indiana 47909 | | (Address) | (City) | (State)<br>(Zip Code) | | 02/14/18 | | 6479 | | (Date of Registration with PCAOB)(if applicable) | | (PCAOB Registration Number, if applicable) | | | FOR OFFICIAL USE ONLY | | | | * Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public | | accountant must be supported by <sup>a</sup> 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. {1}-----------------------------…Read the full text as markdown