# EDGAR Filing Document

**Accession Number:** 0001128122
**File Stem:** 0001128122-26-000001
**Filing Date:** 2026-2
**Character Count:** 2821
**Document Hash:** b3f0cca527ecf48dd4697898d6dde42b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001128122-26-000001.hdr.sgml**: 20260225

**ACCESSION NUMBER**: 0001128122-26-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260225

**DATE AS OF CHANGE**: 20260225

**EFFECTIVENESS DATE**: 20260225

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** VALLEY FINANCIAL MANAGEMENT, INC.
- **CENTRAL INDEX KEY:** 0001128122

**ORGANIZATION NAME:**
- **EIN:** 134132289
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-52993
- **FILM NUMBER:** 26674612

**BUSINESS ADDRESS:**
- **STREET 1:** 350 MADISON AVE.
- **STREET 2:** 4TH FLOOR, COMPLIANCE DEPARTMENT
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017
- **BUSINESS PHONE:** 1-212-626-1138

**MAIL ADDRESS:**
- **STREET 1:** 350 MADISON AVE.
- **STREET 2:** 4TH FLOOR, COMPLIANCE DEPARTMENT
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** LEUMI INVESTMENT SERVICES INC.
- **DATE OF NAME CHANGE:** 20220517

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** VALLEY FINANCIAL MANAGEMENT, INC.
- **DATE OF NAME CHANGE:** 20220502

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** LEUMI INVESTMENT SERVICES INC.
- **DATE OF NAME CHANGE:** 20020301

### Attached PDF Documents

**Attachment 1:** `vfmpublic2025final5.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:** 0001128122

**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:** VALLEY FINANCIAL MANAGEMENT, INC.

**Business Address:** 350 MADISON AVE., 4TH FLOOR, COMPLIANCE DEPARTMENT, NEW YORK, NY, 10017

**Contact Person:** Jamie R Mayo

**Contact Phone:** 9172075323

### Independent Public Accountant Identification

**Accountant Name:** CohnReznick

**Accountant Address:** 1301 Avenue of the Americas, 7th Floor, New York, NY, 10019

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Joseph Colleran**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **VALLEY FINANCIAL MANAGEMENT, INC.**, as of **02-24-2026**, are true and correct.

**Signature:** Joseph Colleran

**Title:** President