# EDGAR Filing Document

**Accession Number:** 0001848666
**File Stem:** 0001848666-26-000003
**Filing Date:** 2026-3
**Character Count:** 2390
**Document Hash:** d51fa5659f7d30eefd99a9caeabb18ed
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001848666-26-000003.hdr.sgml**: 20260312

**ACCESSION NUMBER**: 0001848666-26-000003

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260312

**DATE AS OF CHANGE**: 20260312

**EFFECTIVENESS DATE**: 20260312

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WHELAN ADVISORY CAPITAL MARKETS, LLC
- **CENTRAL INDEX KEY:** 0001848666

**ORGANIZATION NAME:**
- **EIN:** 861758687
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-70672
- **FILM NUMBER:** 26746197

**BUSINESS ADDRESS:**
- **STREET 1:** 8600 TWIN LAKE DRIVE
- **CITY:** BOCA RATON
- **STATE:** FL
- **ZIP:** 33496
- **BUSINESS PHONE:** 917-981-7539

**MAIL ADDRESS:**
- **STREET 1:** 8600 TWIN LAKE DRIVE
- **CITY:** BOCA RATON
- **STATE:** FL
- **ZIP:** 33496

### Attached PDF Documents

**Attachment 1:** `wacmannualaudit_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:** 0001848666

**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?:** No

### Registrant Identification

**Name of Broker-Dealer:** WHELAN ADVISORY CAPITAL MARKETS, LLC

**Business Address:** 8600 TWIN LAKE DRIVE, BOCA RATON, FL, 33496

**Contact Person:** William Portwood

**Contact Phone:** 404-317-4781

### Independent Public Accountant Identification

**Accountant Name:** Cropper Accountancy Corporation

**Accountant Address:** 2700 Ygnacio Valley Road, Suite 270, Walnut Creek, CA, 94598

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **William B. Portwood**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **WHELAN ADVISORY CAPITAL MARKETS, LLC**, as of **12-31-2025**, are true and correct.

**Signature:** William B. Portwood

**Title:** CFO/CCO