WILLOW COVE INVESTMENT GROUP, INC. X-17A-5 (2026-04-14) — Broker-dealer annual report

Full text of WILLOW COVE INVESTMENT GROUP, INC.'s X-17A-5 filed 2026-04-14 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

Document text (excerpt)

{0}------------------------------------------------ # **WILLOW COVE INVESTMENT GROUP, INC.** ## **FINANCIAL STATEMENTS** **For the year ended December 31, 2025** *With* **INDEPENDENT AUDITORS' REPORT THEREON** ![](_page_0_Picture_5.jpeg) {1}------------------------------------------------ #### 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 | |-----------------| | 8-53062 | FACING PAGE Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | "ING FOR THE PERIOD BEGINNING 01/01/2025 | | AND ENDING 12/31/2025 | | |------------------------------------------|----------|-----------------------|--| | | MM/DD/YY | MM/DD/YY | | A. REGISTRANT IDENTIFICATION # NAME OF FIRM: WILLOW COVE INVESTMENT GROUP, 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.) ### 5887 T BAR LANE | | (No. and Street) | | | | | | |----------------------------------------------|---------------------------------------------------------------------------|-----------------------|--|--|--|--| | WINNECONNE | WI- | 54986 | | | | | | (City) | (State) | (Zip Code) | | | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | | MICHAEL LOSSE<br>(858) 404-0677 | | MLOSSE@WILLOWCOVE.NET | | | | | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | | ## OHAB AND COMPANY, PA | (Name - if individual, state last, first, and middle name) | | | | | | |------------------------------------------------------------|--------|-----------------------|---------|--------------------------------------------|--| | 100 E SYBELIA AVE. STE. 130 MATTLAND | | | | 32751 | | | (Address) | (City) | | (State) | (Zip Code) | | | JULY 28, 2004 | | | 1839 | | | | (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 of an independent public accountant must be suppo…

Read the full text as markdown

Other filings by this registrant

Original filing on SEC EDGAR (source of record)