# EDGAR Filing Document

**Accession Number:** 0001707699
**File Stem:** 0001707699-26-000005
**Filing Date:** 2026-4
**Character Count:** 2486
**Document Hash:** a31b48ca45c981a5070d0aac287e84e7
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001707699-26-000005.hdr.sgml**: 20260422

**ACCESSION NUMBER**: 0001707699-26-000005

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260422

**DATE AS OF CHANGE**: 20260422

**EFFECTIVENESS DATE**: 20260422

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CROWDVEST SECURITIES LLC
- **CENTRAL INDEX KEY:** 0001707699

**ORGANIZATION NAME:**
- **EIN:** 821312289
- **STATE OF INCORPORATION:** TN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-69962
- **FILM NUMBER:** 26882402

**BUSINESS ADDRESS:**
- **STREET 1:** 21 SOVEREIGN WAY
- **STREET 2:** SUITE 3
- **CITY:** HUTCHINSON ISLAND
- **STATE:** FL
- **ZIP:** 34949
- **BUSINESS PHONE:** 954-304-4708

**MAIL ADDRESS:**
- **STREET 1:** 21 SOVEREIGN WAY
- **STREET 2:** SUITE 3
- **CITY:** HUTCHINSON ISLAND
- **STATE:** FL
- **ZIP:** 34949

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CROWDVEST SECURITIES, LLC.
- **DATE OF NAME CHANGE:** 20170525

### Attached PDF Documents

**Attachment 1:** `CVsecurities.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:** 0001707699

**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:** CROWDVEST SECURITIES LLC

**Business Address:** 21 SOVEREIGN WAY, SUITE 3, HUTCHINSON ISLAND, FL, 34949

**Contact Person:** Frank Lardino

**Contact Phone:** 954-304-4708

### Independent Public Accountant Identification

**Accountant Name:** Rubio CPA PC

**Accountant Address:** 3500 Lenox Road, Suite 1500, Atlanta, GA, 30326

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Frank Lardino**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **CROWDVEST SECURITIES LLC**, as of **12-31-2025**, are true and correct.

**Signature:** Frank A Lardino

**Title:** President