Full text of WALNUT CREEK CAPITAL ADVISORS, LLC's X-17A-5 filed 2025-04-07 (period 2024-12-31). 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 | ### ANNUAL REPORTS FORM X-17A-5 PART III | OMB APPROVAL | | |-------------------------------------------------------------------------------------------------------|--| | OMB Number: 3235-0123<br>Expires: Nov. 30, 2026<br>Estimated average burden<br>hours per response: 12 | | | SEC FILE NUMBER | | 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 1/1/2024 | | AND ENDING 12/31/2024 | | | | |----------------------------------------|----------|-----------------------|----------|--|--| | | MM/DD/YY | | MM/DD/YY | | | A. REGISTRANT IDENTIFICATION NAME OF FIRM: Walnut Creek Capital Advisors, LLC TYPE OF REGISTRANT (check all applicable boxes): □ Check here if respondent is also an OTC derivatives dealer @ Broker-dealer | | Security-based swap dealer | | Major security-based swap participant ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | (No. and Street) | | |-------------|------------------|------------| | McDonough | | 30252 | | (City) ==== | (State) | (Zip Code) | 732-233-3500 edsamson@finopconsultants.com Edward Samson (Area Code - Telephone Number) (Email Address) (Name) B. ACCOUNTANT IDENTIFICATION INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* ### Tuttle & Bond, PPL | (State)<br>(Zip Code) | |--------------------------------------------| | | | 6543 | | (PCAOB Registration Number, if applicable) | | FOR OFFICIAL USE ONLY | | | accountant must be supported by a statement of facts and circumstances relled 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 valld OMB control number. {1}------------------------------------------------ ### OATH OR AFFIRMATION , swear (or affirm) that, to the best of my knowledge and belief, the financial report pertaining to the firm of Walnut Creek Capital Advisors, LLC as of 12/31 , 2 024 is true and correct. I further swear (or affirm) that neither the company nor any 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. > Kelsie D…Read the full text as markdown