Full text of MONERE INVESTMENTS, INC.'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}------------------------------------------------ MONERE INVESTMENTS, INC. STATEMENTS OF FINANCIAL CONDITIONS AND REPORTS OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM YEAR ENDED DECEMBER 31, 2025 {1}------------------------------------------------ #### MONERE INVESTMENTS, INC. #### STATEMENT OF FINANCIAL CONDITION AND REPORT OF INDEPENDENT REGISTERED ACCOUNTING FIRM #### DECEMBER 31, 2025 #### C O N T E N T S | | Page | |------------------------------------------------------------------------------------------------|------| | Facing Page | 1 | | Oath or Affirmation | 2 | | Report of Independent Registered Public Accounting Firm<br>on Statement of Financial Condition | 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 APPROVAL OMB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 ### ANNUAL REPORTS FORM X-17A-5 PART III SEC FILE NUMBER 8-52982 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 January 1, 2025 AND ENDING December 31, 2025 MM/DD/YY MM/DD/YY A. REGISTRANT IDENTIFICATION ## NAME OF FIRM: Monere Investments, 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.) ### 20 N. Martingale Road, Suite 450 | | | (No. and Street) | | | | |------------------------------------------------------------------------------------------------|--------------|------------------------------------------------------------|--------------------------------------------|-------------------------------|--| | Schaumburg | | llinois | | 60173 | | | (City) | | (State) | | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | Arthur F. Harmon | 312-585-3850 | | | aharmon@monereinvestments.com | | | (Name) | | (Area Code - Telephone Number) | | (Email Address) | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>Topel Forman, LLC | | (Name - if individual, state last, first, and middle name) | | | | | 500 N. Michigan Ave. Suite 1700 Ch…Read the full text as markdown