Full text of CRI M&A ADVISORS, LLC's X-17A-5 filed 2026-04-07 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # CRI M&A Advisors, LLC # FINANCIAL STATEMENTS AND SUPPLEMENTAL SCHEDULE WITH REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM As of and for the Year Ended December 31, 2025 {1}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, O.C. 20549** > **ANNUAL REPORTS FORM X-17A-5** | 0MB APPROVAL | | | |--------------------------|--|--| | 0MB Number: 3235-0123 | | | | Expires: Nov. 30, 2026 | | | | Estimated average burden | | | | hours per response: 12 | | | # **PART** Ill **FACING PAGE** | | SEC FILE NUMBER | | |--|-----------------|--| | | FACING PAGE | | | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------|-----------------------------------------|------------------------------------------------| | Information Required Pursuant to Rules 17a-S, 17a-12, and 18a-7 under the Securities Exchange Act of 1934<br>AND ENDING 12131125<br>FILING FOR THE PERIOD BEGINNING Q 1 /Q 1 /25 | | | | | | MM/DO/VY | | MM/00/YY | | | A. REGISTRANT IDENTIFICATION | | | | NAME oF FIRM : CRI M&A Advisors, LLC | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>O Security-based swap dealer<br>[!] Broker-dealer<br>□ Check here if respondent is also an OTC derivatives dealer | | D Major security-based swap participant | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | 7035 Halcyon Park Drive | | | | | | (No. and Street) | | | | Montgomery | AL | | 36117 | | (City) | (State) | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | Joel Sikes | 334-467 -1092<br>joel@crimaa.com | | | | (Name} | (Area Code -Telephone Number) | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>GreerWalker LLP | | | | | | (Name - if individual, state last, first, and middle name) | | | | 15 South Main St., Suite 800 | Greenville | SC | 29601 | | (Address)<br>06/07/2005 | (City) | (State)<br>2324 | (Zip Code) | | T" of"'""""•"<br>with PCAOB)l;f appll"'bl•J FOR OFFICIAL USE ONLY | | | I<br>{PCAOS R,.ist,atioo N•mb", if applicabl•J | | • Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public | | | | acco…Read the full text as markdown