# EDGAR Filing Document

**Accession Number:** 0001670160
**File Stem:** 0001670160-25-000002
**Filing Date:** 2025-12
**Character Count:** 2394
**Document Hash:** 378370fed1fc447115a1e6283139d8dd
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001670160-25-000002.hdr.sgml**: 20251229

**ACCESSION NUMBER**: 0001670160-25-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251229

**DATE AS OF CHANGE**: 20251229

**EFFECTIVENESS DATE**: 20251229

**PERIOD START**: 20241001

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MATTHEWS SOUTH, LLC
- **CENTRAL INDEX KEY:** 0001670160

**ORGANIZATION NAME:**
- **EIN:** 811515568
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0930

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-69751
- **FILM NUMBER:** 251608407

**BUSINESS ADDRESS:**
- **STREET 1:** 1700 SOUTH EL CAMINO REAL, SUITE 345
- **CITY:** SAN MATEO
- **STATE:** CA
- **ZIP:** 94402
- **BUSINESS PHONE:** 415-619-5350

**MAIL ADDRESS:**
- **STREET 1:** 1700 SOUTH EL CAMINO REAL, SUITE 345
- **CITY:** SAN MATEO
- **STATE:** CA
- **ZIP:** 94402

### Attached PDF Documents

**Attachment 1:** `matthewssouthaudit093025.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:** 0001670160

**Filer CCC:** XXXXXXXX

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

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

### Submission Information

**Report Period Begin Date:** 10-01-2024

**Report Period End Date:** 09-30-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** MATTHEWS SOUTH, LLC

**Business Address:** 1700 SOUTH EL CAMINO REAL, SUITE 345, SAN MATEO, CA, 94402

**Contact Person:** Susan Hayes

**Contact Phone:** 201-401-0975

### Independent Public Accountant Identification

**Accountant Name:** Baker Tilly US LLP

**Accountant Address:** 14555 Dallas Parkway, Suite 300, Dallas, TX, 75254

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Kevin Castellano**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **MATTHEWS SOUTH, LLC**, as of **09-30-2025**, are true and correct.

**Signature:** Kevin Castellano

**Title:** Chief Financial Officer

**Notarized:** Yes