# EDGAR Filing Document

**Accession Number:** 0001531072
**File Stem:** 0001531072-26-000001
**Filing Date:** 2026-3
**Character Count:** 2438
**Document Hash:** 1569c2e92fe8128b089304a37381c3c5
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001531072-26-000001.hdr.sgml**: 20260320

**ACCESSION NUMBER**: 0001531072-26-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260320

**DATE AS OF CHANGE**: 20260320

**EFFECTIVENESS DATE**: 20260320

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CARLETON MCKENNA ADVISORS, LLC
- **CENTRAL INDEX KEY:** 0001531072

**ORGANIZATION NAME:**
- **EIN:** 800731346
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-68971
- **FILM NUMBER:** 26777634

**BUSINESS ADDRESS:**
- **STREET 1:** 1801 EAST 9TH ST. SUITE 1425
- **CITY:** CLEVELAND
- **STATE:** OH
- **ZIP:** 44114-3199
- **BUSINESS PHONE:** 216 523-1962

**MAIL ADDRESS:**
- **STREET 1:** 1801 EAST 9TH ST. SUITE 1425
- **CITY:** CLEVELAND
- **STATE:** OH
- **ZIP:** 44114-3199

### Attached PDF Documents

**Attachment 1:** `carletonmckennaaudit.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:** 0001531072

**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:** CARLETON MCKENNA ADVISORS, LLC

**Business Address:** 1801 EAST 9TH ST. SUITE 1425, CLEVELAND, OH, 44114-3199

**Contact Person:** Monique Romero

**Contact Phone:** 212-668-8700

### Independent Public Accountant Identification

**Accountant Name:** Hobe & Lucas, Certified Public Accountants, Inc.

**Accountant Address:** 6000 Freedom Square Drive, Suite 550, Independence, OH, 44131

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Christopher McKenna**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **CARLETON MCKENNA ADVISORS, LLC**, as of **12-31-2025**, are true and correct.

**Signature:** Christopher McKenna

**Title:** Managing Director