Full text of PRIVATE CLIENT SERVICES, LLC's X-17A-5 filed 2026-02-27 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ ## PRIVATE CLIENT SERVICES, LLC (S.E.C. I.D. No 8-68183) ## STATEMENT OF FINANCIAL CONDITION ## FISCAL YEAR-ENDED DECEMBER 31, 2025 AND INDEPENDENT AUDITORS' REPORT  {1}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** 0MB APPROVAL 0MB Number: 3235--0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 ## **ANNUAL REPORTS FORM X-17A-5 PART** Ill SEC FILE NUM BER 8-68183 **FACING PAGE** **Information Required Pursuant to Rules 17a-5, 17a-12, and lSa-7 under the Securities Exchange Act of 1934** FILING FOR THE PERIOD BEGINNING **O 1/01/2025** AND ENDING **12/31/2025** MM/DD/YY MM/DD/YY **A. REGISTRANT IDENTIFICATION** # NAME oF FIRM: Private Client Services, LLC **TYPE OF REGISTRANT (check all applicable boxes):** <sup>~</sup>**Broker-dealer** D **Security-based swap dealer** D **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.)** # **2225 Lexington Road** | | (No. and Street) | | | |----------------------------------------------|-----------------------------------------------------------------------------------------------------------|--------------------|----------------------------------------------| | Louisville | KY | | 40206 | | (City) | (State) | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | Ernest Sampson | (502) 992-3540 | esampson@pcsbd.net | | | (Name) | (Area Code -Telephone Number) | (Email Address) | | | | | | | | | B. ACCOUNTANT IDENTIFICATION<br>INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | Rodefer Moss & Co, PLLC | (Name - if individual, state last, first, and middle name) | | | | 608 Mabry Hood Road | Knoxville | TN | 37932 | | (Address) | (City) | (State) | (Zip Code) | | 11/05/2003 | | 910 | (PCAOB RegistcaUoo N,mbec, if applicable I I | \* Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-S(e)(l)(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 valid 0MB control number.**…Read the full text as markdown