# EDGAR Filing Document

**Accession Number:** 0001068065
**File Stem:** 0001068065-26-000003
**Filing Date:** 2026-4
**Character Count:** 2475
**Document Hash:** 56c7f206b7ccf8720c3f412ec54bb588
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001068065-26-000003.hdr.sgml**: 20260417

**ACCESSION NUMBER**: 0001068065-26-000003

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260417

**DATE AS OF CHANGE**: 20260417

**EFFECTIVENESS DATE**: 20260417

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WESTCHESTER CAPITAL PLANNING, INC.
- **CENTRAL INDEX KEY:** 0001068065

**ORGANIZATION NAME:**
- **EIN:** 134013034
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-51213
- **FILM NUMBER:** 26872930

**BUSINESS ADDRESS:**
- **STREET 1:** 21 MILLBROOK LANE
- **CITY:** KERHONKSON
- **STATE:** NY
- **ZIP:** 12446
- **BUSINESS PHONE:** 914-682-6809

**MAIL ADDRESS:**
- **STREET 1:** 21 MILLBROOK LANE
- **CITY:** KERHONKSON
- **STATE:** NY
- **ZIP:** 12446

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WESTCHESTER CAPITAL PLANNING INC                        /BD
- **DATE OF NAME CHANGE:** 20020206

### Attached PDF Documents

**Attachment 1:** `wcpaudit2026.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:** 0001068065

**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:** WESTCHESTER CAPITAL PLANNING, INC.

**Business Address:** 21 MILLBROOK LANE, KERHONKSON, NY, 12446

**Contact Person:** MICHAEL ROSS

**Contact Phone:** 8454764298

### Independent Public Accountant Identification

**Accountant Name:** Ohab and Company PA

**Accountant Address:** 100 E Sybelia Ave, Suite 130, Maitland, FL, 32751

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Michael Ross**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **WESTCHESTER CAPITAL PLANNING, INC.**, as of **12-31-2025**, are true and correct.

**Signature:** Michael Ross

**Title:** President