# EDGAR Filing Document

**Accession Number:** 0000770349
**File Stem:** 0000770349-26-000003
**Filing Date:** 2026-3
**Character Count:** 2709
**Document Hash:** 679ec38988164e323ebd8116379c6b65
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000770349-26-000003.hdr.sgml**: 20260310

**ACCESSION NUMBER**: 0000770349-26-000003

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

**CONFIRMING COPY**: 

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260310

**DATE AS OF CHANGE**: 20260310

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CBIZ FINANCIAL SOLUTIONS, INC.
- **CENTRAL INDEX KEY:** 0000770349

**ORGANIZATION NAME:**
- **EIN:** 521396995
- **STATE OF INCORPORATION:** MD
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-34205

**BUSINESS ADDRESS:**
- **STREET 1:** 5959 ROCKSIDE WOODS BLVD N
- **STREET 2:** SUITE 600
- **CITY:** CLEVELAND
- **STATE:** OH
- **ZIP:** 44131
- **BUSINESS PHONE:** (216) 525-7020

**MAIL ADDRESS:**
- **STREET 1:** 5959 ROCKSIDE WOODS BLVD N
- **STREET 2:** SUITE 600
- **CITY:** CLEVELAND
- **STATE:** OH
- **ZIP:** 44131

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** BGS&G INVESTMENT SERVICES INC                           /BD
- **DATE OF NAME CHANGE:** 20010119

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CBIZ FINANCIAL SOLUTIONS INC                            /BD
- **DATE OF NAME CHANGE:** 20010119

### Attached PDF Documents

**Attachment 1:** `public.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:** 0000770349

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** Yes

### 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:** CBIZ FINANCIAL SOLUTIONS, INC.

**Business Address:** 5959 ROCKSIDE WOODS BLVD N, SUITE 600, CLEVELAND, OH, 44131

**Contact Person:** Edward Bridges

**Contact Phone:** 216-525-4684

### Independent Public Accountant Identification

**Accountant Name:** Katz, Sapper & Miller

**Accountant Address:** 488 Madison Ave, 18th Floor, New York, NY, 10022

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Christopher M. Brown**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **CBIZ FINANCIAL SOLUTIONS, INC.**, as of **12-31-2025**, are true and correct.

**Signature:** Chistopher M. Brown

**Title:** Chief Compliance Officer

**Notarized:** Yes