# EDGAR Filing Document

**Accession Number:** 0000076964
**File Stem:** 0000076964-26-000003
**Filing Date:** 2026-3
**Character Count:** 2753
**Document Hash:** 32194585898acd34be76c28d0619e5e9
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000076964-26-000003.hdr.sgml**: 20260330

**ACCESSION NUMBER**: 0000076964-26-000003

**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**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMERICAN TRUST INVESTMENT SERVICES, INC.
- **CENTRAL INDEX KEY:** 0000076964

**ORGANIZATION NAME:**
- **EIN:** 351168112
- **STATE OF INCORPORATION:** IN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-14394
- **FILM NUMBER:** 26810882

**BUSINESS ADDRESS:**
- **STREET 1:** 910 S EL CAMINO REAL SUITE 200
- **CITY:** SAN CLEMENTE
- **STATE:** CA
- **ZIP:** 92672
- **BUSINESS PHONE:** 949-524-2742

**MAIL ADDRESS:**
- **STREET 1:** 9040 TOWN CENTER PARKWAY
- **CITY:** LAKEWOOD RANCH
- **STATE:** FL
- **ZIP:** 34202

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** PEERSON & COMPANY, INC.
- **DATE OF NAME CHANGE:** 20020215

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** PEERSON & CO INC                                        /BD
- **DATE OF NAME CHANGE:** 20020215

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** PEERSON & CO
- **DATE OF NAME CHANGE:** 19690116

### Attached PDF Documents

**Attachment 1:** `ATIS2025AuditReportPublic_1.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:** 0000076964

**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?:** Yes

### Registrant Identification

**Name of Broker-Dealer:** AMERICAN TRUST INVESTMENT SERVICES, INC.

**Business Address:** 910 S EL CAMINO REAL SUITE 200, SAN CLEMENTE, CA, 92672

**Contact Person:** Kelly Hamel

**Contact Phone:** 401-230-8741

### Independent Public Accountant Identification

**Accountant Name:** LMHS, P.C.

**Accountant Address:** 80 Washington Street, Building S, Norwell, MA, 02061

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Kelly Hamel**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **AMERICAN TRUST INVESTMENT SERVICES, INC.**, as of **12-31-2025**, are true and correct.

**Signature:** Kelly Hamel

**Title:** Controller