# EDGAR Filing Document

**Accession Number:** 0000076964
**File Stem:** 0000076964-26-000004
**Filing Date:** 2026-3
**Character Count:** 3055
**Document Hash:** 7a5db25879c4ad9129341ee066416e65
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000076964-26-000004.hdr.sgml**: 20260330

**ACCESSION NUMBER**: 0000076964-26-000004

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

**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/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-14394
- **FILM NUMBER:** 26813583

**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:** `ATIS2025PublicAuditReport_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

**Amendment Description:** The Public version of our audit report that was uploaded this morning was missing the statement of financial condition. File has been edited to include statement of financial condition. Reuploading the confidential version and corrected public version in the amendment.

### 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