# EDGAR Filing Document

**Accession Number:** 0000914904
**File Stem:** 0000914904-26-000003
**Filing Date:** 2026-2
**Character Count:** 2738
**Document Hash:** 32c4bbe63b7d955d327dc4d295a51f33
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000914904-26-000003.hdr.sgml**: 20260226

**ACCESSION NUMBER**: 0000914904-26-000003

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260226

**DATE AS OF CHANGE**: 20260226

**EFFECTIVENESS DATE**: 20260226

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** OSAIC INSTITUTIONS, INC.
- **CENTRAL INDEX KEY:** 0000914904

**ORGANIZATION NAME:**
- **EIN:** 061367288
- **STATE OF INCORPORATION:** CT
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-46661
- **FILM NUMBER:** 26683685

**BUSINESS ADDRESS:**
- **STREET 1:** 538 PRESTON AVENUE
- **CITY:** MERIDEN
- **STATE:** CT
- **ZIP:** 06450-4858
- **BUSINESS PHONE:** 770-690-3546

**MAIL ADDRESS:**
- **STREET 1:** 538 PRESTON AVENUE
- **CITY:** MERIDEN
- **STATE:** CT
- **ZIP:** 06450-4858

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** INFINEX INVESTMENTS, INC.
- **DATE OF NAME CHANGE:** 20020329

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** INFINEX INVESTMENTS INC                                 /BD
- **DATE OF NAME CHANGE:** 20020329

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CONNECTICUT ASSOCIATION SECURITIES INC                  /BD
- **DATE OF NAME CHANGE:** 19990128

### Attached PDF Documents

**Attachment 1:** `OIIFSPublic2025.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:** 0000914904

**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:** OSAIC INSTITUTIONS, INC.

**Business Address:** 538 PRESTON AVENUE, MERIDEN, CT, 06450-4858

**Contact Person:** Chris Mitchell

**Contact Phone:** (480) 489-6024

### Independent Public Accountant Identification

**Accountant Name:** Deloitte & Touche, L.P.

**Accountant Address:** 100 S Mill Avenue, Suite 1800, Tempe, AZ, 85281

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Chris Mitchell**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **OSAIC INSTITUTIONS, INC.**, as of **02-26-2026**, are true and correct.

**Signature:** Chris Mitchell

**Title:** Corporate Treasurer