A. Atlas Wealth Partners LLC (“AWP”) has been in business as an investment adviser since 2015. Its only principals are Michael Janvrin and Sean McCullough, who have been in the investment industry for approximately 30 years combined. B. Through guided discussions in the context of financial planning and asset management, AWP offers clients assistance in navigating the world of finances and investments as they work toward identifying and achieving whatever life goals the client desires. AWP’s approach involves a great deal of client interaction for the purpose of educating clients through their specific investment process. Financial Planning What is financial planning? It is the process by which both the client and advisor are educated as to the client’s circumstances, needs, goals, and resources in order to plan for the future. Ultimately, a person’s true wealth resides in how they are able to spend their time and the freedom they have to make whatever choices they desire within the limits of their resources. The path towards that kind of wealth is eased through financial planning. Its benefits are immediate but continue to get better over time. The clarity of purpose the financial planning process can provide eliminates much of the confusion that money, retirement and taking care of loved ones frequently present. As the plan unfolds, the confidence gained from the results of previous decisions can reduce the anxiety of future decisions. In addition, the benefit of a written plan developed with a trusted advisor ensures that your wishes are possible even in your incapacity or absence. Most AWP clients are provided with both financial planning and asset management services, so that the investment decisions made in the asset management process can closely track the goals of the client’s financial plan. However, some clients may also do financial planning as a separate service, without asset management services. The financial planning process begins with both AWP and the client providing information that will ultimately be used to guide the planning process. AWP’s professionals will use this information in an attempt to characterize the client’s current financial circumstances. Frequently this step is the most important, as it allows both the client and the advisor to see the starting point from which to identify realistic and financial goals. The investment of this discovery time is crucial to the success of the plan. Once goals are determined, AWP will analyze the client’s needs and current environment to determine what pathways are available to meet these goals. These options are then presented to the client, and together, the merits of the various options are discussed. Implementation of the chosen direction is not automatic, as the client may choose not to implement the plan outlined by AWP. However, if the client wishes to implement

the plan through AWP, an implementation plan will be determined, and AWP will assist the client in accomplishing the tasks required for implementation. If you request, AWP may recommend the services of other professionals for implementation purposes. You are under no obligation to engage the services of any such recommended professional. You retain absolute discretion over all such implementation decisions and are free to accept or reject any recommendation from AWP. If you engage any professional recommended by AWP, and a dispute arises thereafter relative to such engagement, you agree to seek recourse exclusively from and against the engaged professional. Asset Management AWP’s value-based approach to investment advisory services continues into the asset management services we provide. Our clients’ investment plans developed during the planning or other investigative process (for clients coming to AWP with pre-existing financial plans, or who do not wish to participate in a financial planning process) are implemented according to that client’s investment objectives. The specific fees and services provided are outlined in an advisory agreement between AWP and the client. We almost always manage assets on a discretionary basis, which means that once the client’s assets are in an account with a qualified custodian, AWP will continuously re-evaluate the investments in the account, and make changes to those investments as AWP believes is needed to keep the account managed in accordance with its objectives. These changes would include buying securities or selling securities in the account and are done without prior consultation with the client. Because AWP’s professionals are neither attorneys nor accountants, no part of their services includes tax or legal advice. However, an attorney may be required for the purpose of executing an estate plan, or an accountant needed for additional tax consultation. If requested, AWP will provide a recommendation for such a professional, but the client is under no obligation to accept that recommendation. AWP does not receive any sort of referral fees from professionals it recommends. C. All engagements are tailored to the specific needs of an individual client. AWP does not use “model” portfolios where all clients in the model contain the exact same investments. Clients may place reasonable restrictions on the management of assets, including regarding specific securities or types of securities. However, clients should understand that significant restrictions can not only decrease the ability of AWP to meet the client’s goals, but also increase the costs associated with managing the client’s portfolio. D. AWP neither participates in, nor sponsors a wrap fee program. E. As of March 15, 2024, AWP manages $191,247,270 in 780 accounts, of which $191,068,436 are on a discretionary basis.