Full text of KINECTA FINANCIAL & INSURANCE SERVICES, LLC's X-17A-5 filed 2026-05-06 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ #### KINECTA FINANCIAL AND INSURANCE SERVICES, LLC (A Wholly Owned Subsidiary of KINECTA FINANCIAL MANAGEMENT COMPANY, LLC) (SEC I. D. No. 8-67028) Woodland Hills, California #### FINANCIAL STATEMENTS AND SUPPLEMENTAL SCHEDULES AS OF AND FOR THE YEAR ENDED DECEMBER 31, 2025 AND REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM AND KINECTA FINANCIAL AND INSURANCE SERVICES, LLC EXEMPTION REPORT \*\*\*\*\*\*\* {1}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 > **ANNUAL REPORTS FORM X-17A-5 PART Ill** 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 | OKIS | | |------|--| | A-5 | | | | | SEC FILE NUMBER 8-67028 | Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | FACING PAGE | | | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------|-----------------------------------------|---------------------------------------------| | FILING FOR THE PERIOD BEGINNING 0 1/01 /25 | | AND ENDING 12/31 /25 | | | | MM/DD/YY | | MM/DD/YY | | | A. REGISTRANT IDENTIFICATION | | | | NAME oF FIRM: Kinecta Financial & Insurance Services, LLC | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>D Security-based swap dealer<br>l:!J Broker-dealer<br>D Check here if respondent is also an OTC derivatives dealer | | 0 Major security-based swap participant | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | 21440 Victory Boulevard | | | | | | {No. and Street) | | | | Woodland Hills | CA | | 91367 | | (City) | (State) | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | Greg Elia | 310-643-3273 | | greg.elia@kinecta.org | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>Crowe LLP | | | | | | (Name - if individual, state last, first, and middle name) | | | | 488 Lexington Ave Suite 1100 New York | | NY | 10022 | | (Address) | (City) | (State) | (Zip Code) | | 09/24/2003 | | 173 | | | (rte of Registration with PCAOB)(if applicable) | | | (PCAOB Registration Number, if applicable)I | | |…Read the full text as markdown