# EDGAR Filing Document

**Accession Number:** 0001976197
**File Stem:** 0001976197-26-000001
**Filing Date:** 2026-3
**Character Count:** 2413
**Document Hash:** 58ae7c062367a3893c3528f793685696
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001976197-26-000001.hdr.sgml**: 20260330

**ACCESSION NUMBER**: 0001976197-26-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260330

**DATE AS OF CHANGE**: 20260330

**EFFECTIVENESS DATE**: 20260330

**PERIOD START**: 20250324

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** C.R. LLOYD INVESTMENT SERVICES, LLC
- **CENTRAL INDEX KEY:** 0001976197

**ORGANIZATION NAME:**
- **EIN:** 884338529
- **STATE OF INCORPORATION:** SD
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-71100
- **FILM NUMBER:** 26813001

**BUSINESS ADDRESS:**
- **STREET 1:** 150 E 4TH PLACE
- **STREET 2:** SUITE 600
- **CITY:** SIOUX FALLS
- **STATE:** SD
- **ZIP:** 57104
- **BUSINESS PHONE:** 605-318-9718

**MAIL ADDRESS:**
- **STREET 1:** 150 E 4TH PLACE
- **STREET 2:** SUITE 600
- **CITY:** SIOUX FALLS
- **STATE:** SD
- **ZIP:** 57104

### Attached PDF Documents

**Attachment 1:** `crlpub122025.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:** 0001976197

**Filer CCC:** XXXXXXXX

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

**Would you like a Return Copy?:** Yes

### Submission Information

**Report Period Begin Date:** 03-24-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** C.R. LLOYD INVESTMENT SERVICES, LLC

**Business Address:** 150 E 4TH PLACE, SUITE 600, SIOUX FALLS, SD, 57104

**Contact Person:** Laura Crosby-Brown

**Contact Phone:** 603-216-8918

### Independent Public Accountant Identification

**Accountant Name:** Forvis Mazars, LLP

**Accountant Address:** 1120 S. 101st Street, Suite 410, Omaha, NE, 68124

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Peter Kropp**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **C.R. LLOYD INVESTMENT SERVICES, LLC**, as of **12-31-2025**, are true and correct.

**Signature:** Peter Kropp

**Title:** Chief Compliance Officer