# EDGAR Filing Document

**Accession Number:** 0001408943
**File Stem:** 0001408943-26-000003
**Filing Date:** 2026-2
**Character Count:** 2651
**Document Hash:** 7f6b25fae14b81bc4a68edabd38a0e56
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001408943-26-000003.hdr.sgml**: 20260220

**ACCESSION NUMBER**: 0001408943-26-000003

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260220

**DATE AS OF CHANGE**: 20260220

**EFFECTIVENESS DATE**: 20260220

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** THE M & A GROUP LLC
- **CENTRAL INDEX KEY:** 0001408943

**ORGANIZATION NAME:**
- **EIN:** 208866422
- **STATE OF INCORPORATION:** MN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-67684
- **FILM NUMBER:** 26659956

**BUSINESS ADDRESS:**
- **STREET 1:** 512 LIBERTY PARKWAY
- **STREET 2:** 80 SOUTH 8TH STREET
- **CITY:** STILLWATER
- **STATE:** MN
- **ZIP:** 55082
- **BUSINESS PHONE:** 651-491-3693

**MAIL ADDRESS:**
- **STREET 1:** 512 LIBERTY PARKWAY
- **STREET 2:** 80 SOUTH 8TH STREET
- **CITY:** STILLWATER
- **STATE:** MN
- **ZIP:** 55082

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** THE M & A GROUP - SORENSEN FREELAND PARTNERS, LLC
- **DATE OF NAME CHANGE:** 20110728

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** LAKEPOINTE CAPITAL ADVISORS LLC
- **DATE OF NAME CHANGE:** 20070803

### Attached PDF Documents

**Attachment 1:** `secpublic1.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0001408943

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** THE M & A GROUP LLC

**Business Address:** 512 LIBERTY PARKWAY, 80 SOUTH 8TH STREET, STILLWATER, MN, 55082

**Contact Person:** IVAR W. SORENSEN

**Contact Phone:** 6128128404

### Independent Public Accountant Identification

**Accountant Name:** Ohab and Company PA

**Accountant Address:** John Pantuso, 100 E Sybelia Avenue, FL, 32751

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Ivar Sorensen**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **THE M & A GROUP LLC**, as of **12-31-2025**, are true and correct.

**Signature:** Ivar Sorensen

**Title:** CEO

**Notarized:** Yes