# EDGAR Filing Document

**Accession Number:** 0001099673
**File Stem:** 0001099673-26-000005
**Filing Date:** 2026-3
**Character Count:** 2434
**Document Hash:** 746deaac7fad0974d481af1211e2cfd0
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001099673-26-000005.hdr.sgml**: 20260303

**ACCESSION NUMBER**: 0001099673-26-000005

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260303

**DATE AS OF CHANGE**: 20260303

**EFFECTIVENESS DATE**: 20260303

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** KOEHLER FINANCIAL, LLC
- **CENTRAL INDEX KEY:** 0001099673

**ORGANIZATION NAME:**
- **EIN:** 383493920
- **STATE OF INCORPORATION:** MI

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-52190
- **FILM NUMBER:** 26711231

**BUSINESS ADDRESS:**
- **STREET 1:** 5764 JAMES DRIVE
- **CITY:** STEVENSVILLE
- **STATE:** MI
- **ZIP:** 49127
- **BUSINESS PHONE:** 269-429-0650

**MAIL ADDRESS:**
- **STREET 1:** 5764 JAMES DRIVE
- **CITY:** STEVENSVILLE
- **STATE:** MI
- **ZIP:** 49127

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** KOEHLER FINANCIAL LLC                                   /BD
- **DATE OF NAME CHANGE:** 19991124

### Attached PDF Documents

**Attachment 1:** `2025_ANNUAL_AUDIT_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:** 0001099673

**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:** KOEHLER FINANCIAL, LLC

**Business Address:** 5764 JAMES DRIVE, STEVENSVILLE, MI, 49127

**Contact Person:** ERICA L MOMANY

**Contact Phone:** 269-429-0650

### Independent Public Accountant Identification

**Accountant Name:** FAUST, THOMAS

**Accountant Address:** 174 COLDBROOK CT, LAFAYETTE, IN, 47909

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **ERICA L MOMANY**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **KOEHLER FINANCIAL, LLC**, as of **12-31-2025**, are true and correct.

**Signature:** Erica L Momany

**Title:** Sole Member

**Notarized:** Yes