Full text of ALTRUIST FINANCIAL LLC's X-17A-5 filed 2026-03-02 (period 2025-12-31). 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** 0 M B APPROVAL 0 MB Number: 3235--0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 # **ANNUAL REPORTS FORM X-17A-5 PART Ill** | SEC FILE NUMBER | | |-----------------|--| | 8-70244 | | | | FACING PAGE<br>Information Required Pursuant to Rules 17a-5, 17a-12, and lSa-7 under the Securities Exchange Act of 1934 | | | |------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------|------------------------------------------|-----------------------------| | | ----------<br>01/01/25 | 12/31/25 | ----------- | | FILING FOR THE PERIOD BEGINNING | AND ENDING<br>MM/DD/YY | | MM/DD/YY | | | A. REGISTRANT IDENTIFICATION | | | | ALTRUIST<br>NAME OF FIRM: | ____________________________<br>FINANCIAL<br>LLC | | _ | | TYPE OF REGISTRANT (check all applicable boxes):<br>□ Broker-dealer<br>■<br>□ Check here if respondent is also an OTC derivatives dealer | □ Security-based swap dealer | □ Major security-based sw ap participant | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | 300<br>S.<br>PEARL | EXPRESSWAY,<br>SUITE<br>250 | | | | | (No. and Street) | | | | DALLAS | TX | | 75201 | | (City) | (State) | | {Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | ANDRES<br>GIRALDO | (561)<br>706<br>-<br>7197 | | ANDRES.GIRALDO@ALTRUIST.COM | | {Name) | (Area Code - Telephone Number) | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>BDO<br>USA,<br>P.C. | | | | | | (Name - if individual, state last, first, and middle name) | | | | 515<br>S<br>FLOWER<br>ST,<br>47TH | LOS<br>ANGELES<br>FLOOR | CA | 90071 | | {Address)<br>10/08/2003 | (City) | (State)<br>243 | {Zip Code) | | | | | | | | FOR OFFICIAL USE ONLY | | | \* 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 unl…Read the full text as markdown