Marietta Wealth Management, LLC (“Marietta Wealth”) is a Georgia Limited Liability Company organized in October 2015 as a fee-only investment adviser. We are registered with the Securities and Exchange Commission as required by the Investment Advisers Act of 1940. Our main office is located in Marietta, Georgia. We are 100% owned by private individuals. The individual ownership members are Benjamin Crowe (10-25%), Wesley Hackney (10-25%), Charles Holloway III (10- 25%), and Scott Keller (25-50%). We have a business continuity plan in place that provides for the loss of communications, office location, services, or key people. Marietta Wealth provides various types of advisory services including wealth management, financial planning, retirement plan consulting, and general consulting. These services are provided to individuals, families, trusts and estates, pension and profit-sharing plans, and businesses entities. Our services are made available to you primarily through individuals associated with Marietta Wealth as Investment Advisor Representatives (“IARs”). For more information about the IAR providing advisory services, you should refer to the Brochure Supplement for the IAR. Our Brochure Supplements, or Form ADV Part 2Bs, are attached and is required to be provided to you prior to or at the time you engage us. If you do not receive a Brochure Supplement, you should contact our firm at [email protected]. Our IARs rely on information obtained from you and your other professionals (attorney, accountant, real estate agent, insurance agent, private banker, trust officer, stockbroker, plan administrator, investment committee, etc.). We do not verify information received from you or your professionals. You are responsible for notifying us when there is any change in your financial situation and/or objectives that would impact the recommendations or services we provide. As of December 31, 2023, our firm managed approximately $735,055,294 in discretionary and $412,067,986 in non-discretionary for a total of $1,147,123,280 in assets under management. Wealth Management Program You provide your investment goals and objectives to us to assist in establishing an appropriate portfolio objective and suitable asset allocation. We obtain your goals and objectives through meetings with you and/or your completion of a profile questionnaire. Your profile questionnaire or your Riskalyze software generated investment policy statement will serve as a guide in managing your account(s) with us. We offer wealth management services to you through individually tailored investment options. Your portfolio may consist of one or more accounts. Your portfolio is managed by a designated IAR. You authorize us to purchase and sell an investment allocation that may consist of equity (“stock”) positions, Exchange-Traded Funds (“ETFs”), Real Estate Investment Trusts (“REITs”), Investment Company (“open and closed mutual funds”) products, along with a mix of fixed- income/debt (“bond”) instruments that have been reviewed by our Investment Committee. Your portfolio may include retirement account(s). When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries withing the meaning of Title 1 of the Employee Retirement Income Security Act of 1974, as amended (ERISA) and/or the Internal Revenue Code (the “Code”), as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflict of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest When providing recommendations to retirement plan accounts involving rollover considerations, there are generally four options regarding an existing retirement plan account. An employee may use a combination of those options, such as; (i) leave the funds in the former employer’s plan, if permitted, (ii) roll over the funds to a new employer’s plan, if one is available and rollovers are permitted, (iii) roll over to an Individual Retirement Account (“IRA”), or (iv) cash out the account value (which could, depending upon the individual’s age, result in adverse tax consequences). If your designated IAR recommends that you rollover your retirement plan assets into an account to be managed by Marietta Wealth, such recommendation creates a conflict of interest insofar as we will earn an advisory fee on the rolled over assets. You are under no obligation to roll over retirement plan assets to an account managed by us. Some client’s investment portfolios include Separately Managed Accounts (SMAs) as part of their overall allocation strategy. SMAs are not part of our current allocation strategies, however they were provided to existing clients through Schwab’s managed account offerings. The Schwab Managed Account Select program uses Schwab’s Center for Financial Research (a division of Schwab) to research money managers and their investment strategies and provides information to us. We then help the client decide whether the Select program and available money managers are suitable for them. The program bundles research, Schwab’s brokerage, custodial and client reporting fees under a single, all-inclusive fee. Assets with Schwab

Managed Account Select Program are charged a program fee (wrap program) as detailed in the Schwab Managed Account Select application and agreement. Schwab Managed Account Marketplace is a managed account platform. Schwab does not provide research on money managers available under this platform. However, some of the money managers available on this platform are also available under the Select program. The service provided on this platform are unbundled, meaning fees for Schwab’s execution and custodial services are not combined with the money manager fees, which are negotiated with the individual money manager and are based on the type of assets and total under management. In both SMA offerings a separate fee is charged by us for monitoring and consulting on the portfolio. These services are offered under our advisory agreement and Schwab managed account offerings. Accounts are held in your name at an independent custodian which may include Charles Schwab & Company, Inc. (“Schwab”), TD Ameritrade, or Interactive Brokers, LLC. Account statements are provided to you directly from your account custodian. We will provide periodic performance reports to you. The details of the account relationship are stated in your Advisory Agreement and the custodian’s account application. Wealth management services includes financial planning upon your request and subject to the Wealth Management Program’s $500,000 assets under management minimum. Financial Planning Service We offer personal financial planning services. All forms of financial planning include a mutually defined review, analysis, and evaluation of your personal financial needs and goals. In general, our financial planning may encompass one or more of the following areas. Marital/Divorce Planning Education Planning Taxes and Cash Flow Planning Survivor and Beneficiary Planning Estate Planning Retirement Planning Investment Planning Real Estate Planning Insurance Planning We gather information through in-depth interviews and related meetings. Information gathered includes your current financial situation, planning activities, future goals and objectives. We assume that the information received from you or from other professionals is complete and accurate. We offer consulting services on topics not related to investment management or financial planning that may include a written analysis or report at your request as part of our consultation. You receive an analysis of your current situation and recommendations to address your goals and objectives. Financial planning recommendations are implemented at your discretion. You are under no obligation to implement recommendations. We recommend you work closely with your attorney, accountant, real estate agent, insurance agent, private banker, trust officer, or other professionals as appropriate in implementing recommendations. At your request, we may recommend other professionals to assist you. Other professionals are engaged directly by you. Our IARs have established business relationships with other professionals that they may recommend to you. Our IARs will disclose existing relationships to you which, at times, may present a conflict of interest. We monitor potential conflicts of interest with our IARs and other professionals by maintaining records on their receipt of gifts, and business entertainment. Retirement Plan Service We are deemed to be a fiduciary to advisory clients that are employee benefit plans or individual retirement accounts (IRAs) pursuant to the Employee Retirement Income and Securities Act (“ERISA”), and regulations under the Internal Revenue Code of 1986 (the “Code”), respectively. As such, we are subject to specific duties and obligations under ERISA and the Code that include among other things, restrictions concerning certain forms of compensation. We provide investment management and advisory services to sponsors of qualified retirement plans. Our services are tailored, in part, on whether the plan is Trustee Directed, where the trustee makes all the investment decisions for the plan’s assets, or Participant Directed, where the participant exercises independent control over the investment of their individual account (self-directed account). We offer these investment advisory services on either a “non-discretionary” basis (serving as a limited- scope 3(21) fiduciary) or on a “discretionary” basis (serving as a 3(38) investment manager) as defined under ERISA. In either role, we provide specific investment advice to you with regard to the selection of investment manager(s) and/or investment alternatives available to the Plan within the platform provided by the Plan’s custodian. The services that we provide to each Plan may vary depending on the needs and/or desires of the Plan’s trustees and participants. The scope of services that might be offered are listed below. Participant Directed plans offering include 3(21) services Limited-scope 3(21) Fiduciary services include, but are not limited to, development of investment policy statement, recommendations for selecting and monitoring Plan investments, investment performance measurement and analysis, recommendations for selecting and monitoring Qualified Default Investment Alternatives, and periodic meetings with plan sponsor. Trustee and Participant Directed plans offering include 3(38) services 3(38) Investment Manager services include, but are not limited to, development of investment policy statement, selecting and monitoring Plan investments, investment performance measurement and analysis, selecting and monitoring Qualified Default Investment Alternatives. Non-Fiduciary ERISA services include, but are not limited to, participant education and communication, assistance with fiduciary oversight and committee education, and assistance with selection and management of service providers.