# EDGAR Filing Document

**Accession Number:** 0001045352
**File Stem:** 0001045352-26-000002
**Filing Date:** 2026-3
**Character Count:** 2717
**Document Hash:** c8a941a52b98717c2f817a0573fb711d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001045352-26-000002.hdr.sgml**: 20260302

**ACCESSION NUMBER**: 0001045352-26-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260302

**DATE AS OF CHANGE**: 20260302

**EFFECTIVENESS DATE**: 20260302

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BROWNSTONE INVESTMENT GROUP, LLC
- **CENTRAL INDEX KEY:** 0001045352

**ORGANIZATION NAME:**
- **EIN:** 133924263
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-50460
- **FILM NUMBER:** 26705170

**BUSINESS ADDRESS:**
- **STREET 1:** 505 FIFTH AVENUE
- **STREET 2:** 10TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017
- **BUSINESS PHONE:** 212-905-0555

**MAIL ADDRESS:**
- **STREET 1:** 505 FIFTH AVENUE
- **STREET 2:** 10TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WORLDVEST GROUP LLC                                     /BD
- **DATE OF NAME CHANGE:** 19980513

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** BROWNSTONE INVESTMENT GROUP LLC                         /BD
- **DATE OF NAME CHANGE:** 19980513

### Attached PDF Documents

**Attachment 1:** `BIG-12.31.25Public_1.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:** 0001045352

**Filer CCC:** XXXXXXXX

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

**Would you like a Return Copy?:** Yes

### 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:** BROWNSTONE INVESTMENT GROUP, LLC

**Business Address:** 505 FIFTH AVENUE, 10TH FLOOR, NEW YORK, NY, 10017

**Contact Person:** Joanne Bartmess

**Contact Phone:** 2129050588

### Independent Public Accountant Identification

**Accountant Name:** Farkouh Furman Faccio LLP

**Accountant Address:** 575 Madison Ave, NEW YORK, NY, 10022

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Joanne Bartmess**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **BROWNSTONE INVESTMENT GROUP, LLC**, as of **12-31-2025**, are true and correct.

**Signature:** Joanne Bartmess

**Title:** Chief Financial Officer

**Notarized:** Yes