# EDGAR Filing Document

**Accession Number:** 0001037727
**File Stem:** 0001037727-26-000001
**Filing Date:** 2026-2
**Character Count:** 2733
**Document Hash:** 85b40614280970948e1f2b6609e4158b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001037727-26-000001.hdr.sgml**: 20260226

**ACCESSION NUMBER**: 0001037727-26-000001

**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:** SOUTHEAST INVESTMENTS, N.C., INC.
- **CENTRAL INDEX KEY:** 0001037727

**ORGANIZATION NAME:**
- **EIN:** 562001267
- **STATE OF INCORPORATION:** NC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-50127
- **FILM NUMBER:** 26684033

**BUSINESS ADDRESS:**
- **STREET 1:** 820 TYVOLA ROAD-SUITE 104
- **CITY:** CHARLOTTE
- **STATE:** NC
- **ZIP:** 28217
- **BUSINESS PHONE:** 704-527-7873

**MAIL ADDRESS:**
- **STREET 1:** 820 TYVOLA ROAD-SUITE 104
- **CITY:** CHARLOTTE
- **STATE:** NC
- **ZIP:** 28217

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SOUTHEAST INVESTMENTS N.A., INC.
- **DATE OF NAME CHANGE:** 20050817

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SOUTHEAST INVESTMENTS, N.C., INC.
- **DATE OF NAME CHANGE:** 20050816

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SOUTHEAST INVESTMENTS N.A., INC.
- **DATE OF NAME CHANGE:** 20020808

### Attached PDF Documents

**Attachment 1:** `2025southeastaudit.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:** 0001037727

**Filer CCC:** XXXXXXXX

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

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

### 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:** SOUTHEAST INVESTMENTS, N.C., INC.

**Business Address:** 820 TYVOLA ROAD-SUITE 104, CHARLOTTE, NC, 28217

**Contact Person:** Jonathan Black

**Contact Phone:** 70452777873

### Independent Public Accountant Identification

**Accountant Name:** Scharf Pera & Co, PLLC

**Accountant Address:** 4600 Park Road, Suite 112, Charlotte, NC, 28209

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Jonathan Black**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **SOUTHEAST INVESTMENTS, N.C., INC.**, as of **02-26-2025**, are true and correct.

**Signature:** Jonathan Black

**Title:** CEO

**Notarized:** Yes