# EDGAR Filing Document

**Accession Number:** 0000076964
**File Stem:** 0000076964-23-000002
**Filing Date:** 2023-3
**Character Count:** 2736
**Document Hash:** 70696d9fea22351537b727effb216c70
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000076964-23-000002.hdr.sgml**: 20230331

**ACCESSION NUMBER**: 0000076964-23-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230331

**DATE AS OF CHANGE**: 20230331

**EFFECTIVENESS DATE**: 20230331

**PERIOD START**: 20220101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMERICAN TRUST INVESTMENT SERVICES, INC.
- **CENTRAL INDEX KEY:** 0000076964
- **IRS NUMBER:** 351168112
- **STATE OF INCORPORATION:** IN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-14394
- **FILM NUMBER:** 23785634

**BUSINESS ADDRESS:**
- **STREET 1:** 1244 119TH STREET
- **CITY:** WHITING
- **STATE:** IN
- **ZIP:** 46394-1003
- **BUSINESS PHONE:** 630-435-9128

**MAIL ADDRESS:**
- **STREET 1:** 1244 119TH STREET
- **CITY:** WHITING
- **STATE:** IN
- **ZIP:** 46394-1003

**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:** `ATISPublic2022.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?:** Yes

### Submission Information

**Report Period Begin Date:** 01-01-2022

**Report Period End Date:** 12-31-2022

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** AMERICAN TRUST INVESTMENT SERVICES, INC.

**Business Address:** 1244 119TH STREET, WHITING, IN, 46394-1003

**Contact Person:** Michael Grady

**Contact Phone:** 6304359128

### Independent Public Accountant Identification

**Accountant Name:** JESSER, RAVID, JASON, BASSO AND FARBER, LLP

**Accountant Address:** 150 N WACKER DRIVE, SUITE 3100, CHICAGO, IL, 60606

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Michael Grady**, 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 **12-31-2022**, are true and correct.

**Signature:** Michael Grady

**Title:** CFO

**Notarized:** Yes