# EDGAR Filing Document

**Accession Number:** 0001311274
**File Stem:** 0001311274-26-000003
**Filing Date:** 2026-2
**Character Count:** 2389
**Document Hash:** bf70c27dc175128b120ad4a0d5439519
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001311274-26-000003.hdr.sgml**: 20260224

**ACCESSION NUMBER**: 0001311274-26-000003

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260224

**DATE AS OF CHANGE**: 20260224

**EFFECTIVENESS DATE**: 20260224

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SWBC INVESTMENT SERVICES, LLC
- **CENTRAL INDEX KEY:** 0001311274

**ORGANIZATION NAME:**
- **EIN:** 201484586
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-66764
- **FILM NUMBER:** 26673441

**BUSINESS ADDRESS:**
- **STREET 1:** 9311 SAN PEDRO, STE 600
- **CITY:** SAN ANTONIO
- **STATE:** TX
- **ZIP:** 78216
- **BUSINESS PHONE:** 210-376-3280

**MAIL ADDRESS:**
- **STREET 1:** 9311 SAN PEDRO, STE 600
- **CITY:** SAN ANTONIO
- **STATE:** TX
- **ZIP:** 78216

### Attached PDF Documents

**Attachment 1:** `SWBC.Invest.Svc_PUBLIC2025.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:** 0001311274

**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:** SWBC INVESTMENT SERVICES, LLC

**Business Address:** 9311 SAN PEDRO, STE 600, SAN ANTONIO, TX, 78216

**Contact Person:** D. Scott Rykert

**Contact Phone:** (210) 376-3280

### Independent Public Accountant Identification

**Accountant Name:** BDO USA, P.C.

**Accountant Address:** 10999 IH-10W, Suite 255, San Antonio, TX, 78230

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **D. Scott Rykert**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **SWBC INVESTMENT SERVICES, LLC**, as of **02-20-2026**, are true and correct.

**Signature:** D. Scott Rykert

**Title:** Chief Executive Officer

**Notarized:** Yes