# EDGAR Filing Document

**Accession Number:** 0001092956
**File Stem:** 0001092956-26-000003
**Filing Date:** 2026-2
**Character Count:** 2766
**Document Hash:** 0310b7f0c9aaa37551b73e6c09f20ac5
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001092956-26-000003.hdr.sgml**: 20260227

**ACCESSION NUMBER**: 0001092956-26-000003

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260227

**DATE AS OF CHANGE**: 20260227

**EFFECTIVENESS DATE**: 20260227

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** FOLIO INVESTMENTS, INC.
- **CENTRAL INDEX KEY:** 0001092956

**ORGANIZATION NAME:**
- **EIN:** 541969685
- **STATE OF INCORPORATION:** VA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-52009
- **FILM NUMBER:** 26700416

**BUSINESS ADDRESS:**
- **STREET 1:** 8180 GREENSBORO DR
- **STREET 2:** 8TH FLOOR
- **CITY:** MCLEAN
- **STATE:** VA
- **ZIP:** 22102
- **BUSINESS PHONE:** 212-357-5299

**MAIL ADDRESS:**
- **STREET 1:** 8180 GREENSBORO DR
- **STREET 2:** 8TH FLOOR
- **CITY:** MCLEAN
- **STATE:** VA
- **ZIP:** 22102

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** FOLIOFN INVESTMENTS, INC.
- **DATE OF NAME CHANGE:** 20020222

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** FOLIOFN INVESTMENTS INC                                 /BD
- **DATE OF NAME CHANGE:** 20020222

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** FOLIO FN  INVESTMENTS INC                               /BD
- **DATE OF NAME CHANGE:** 20000925

### Attached PDF Documents

**Attachment 1:** `foliopub1.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:** 0001092956

**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:** FOLIO INVESTMENTS, INC.

**Business Address:** 8180 GREENSBORO DR, 8TH FLOOR, MCLEAN, VA, 22102

**Contact Person:** James C. Fyffe

**Contact Phone:** 7032454920

### Independent Public Accountant Identification

**Accountant Name:** PricewaterhouseCoopers LLC

**Accountant Address:** 300 Madison Ave, New York, NY, 10017

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **James C. Fyffe**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **FOLIO INVESTMENTS, INC.**, as of **12-31-2025**, are true and correct.

**Signature:** James C. Fyffe

**Title:** Chief Financial Officer