Full text of ALLEN, MOONEY & BARNES BROKERAGE SERVICES, 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}------------------------------------------------ 8-67477 1/1/2025 12/31/2025 Allen, Mooney & Barnes Brokerage Services, LLC ■ 135 S. Madison Street | Thomasville | GA | | 31792 | | | |------------------------------------|---------------|------|----------------------------------|--|--| | | | | | | | | | | | | | | | Heather M. Strickland | 229-225-1500 | | heather.strickland@ambwealth.com | | | | | | | | | | | | | | | | | | Assurance Dimensions, LLC | | | | | | | | | | | | | | 3111 N University Drive, Suite 621 | Coral Springs | FL | 33065 | | | | | | | | | | | 04/13/2010 | | 5036 | | | | | | | | | | | | | | | | | | {1}------------------------------------------------ | Heather M. Strickland | | | |-----------------------|------------------------------------------------|--| | | Allen, Mooney & Barnes Brokerage Services, LLC | | December 31 <sup>025</sup> CFO - - - - - - - - - - - - - - - - - - - - - - - - - - - {2}------------------------------------------------ ## **ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC** #### AUDITED FINANCIAL STATEMENTS December 31, 2025 {3}------------------------------------------------ ## CONTENTS | | Page | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------| | Report of Independent Registered Public Accounting Firm | 1 | | Financial Statements: | | | Statement of Financial Condition | 2 | | Statement of Operations | 3 | | Statement of Changes in Member's Equity | 4 | | Statement of Cash Flows | 5 | | Notes to Financial Statements | 6-13 | | Supplemental Information: | | | Computation of Net Capital, Basic Net Capital Requirement and<br>Aggregate Indebtedness | 14 | | Reconciliation between Audited and Unaudited Net Capital | 15 | | Computation for the Determination of the Reserve Information<br>Relating to Possession or Control Requirements and<br>Computation for Determination of the Reserve Requirements<br>Pursuant to Rule 15c3-3 of the Securities and Exchange Commission | 16 | | Exemption Report for 2025 | 17 | | Report of Independent Registered Accounting Firm on Applying<br>Agreed Upon Procedures | 18 | | Schedule of Assessment and Payments<br>Report of Independent Registered Public Accountant's review | 19 | | of Exemption Report | 20 | | | | {4}------------------------------------------------ ![](_page_4_Picture_0.jpe…Read the full text as markdown