General Firm Overview The Cynosure Group, LLC (“Cynosure” or the “Firm”), is a Utah limited liability company formed in 2015 and is registered with the SEC as an investment adviser, with its principal office in Salt Lake City, Utah, and places of business in the following states: California, Florida, Illinois, Massachusetts, New Jersey, and New York. Cynosure is principally owned by The Randal Quarles and Hope Eccles Family Trust and Spencer P. Eccles each owning more than 25%. Cynosure offers advisory services in the following four divisions: Cynosure Capital Management, Cynosure Partners, Cynosure Wealth Advisors, and Cynosure Strategies. As of December 31, 2023, The Cynosure Group collectively managed approximately $4,862,981,883 in discretionary assets and $143,761,985 in non-discretionary assets across all three divisions. Launched on February 1, 2024, Cynosure Strategies’ AUM is not reflected in these figures. The following sections of this brochure relate solely to Cynosure Wealth Advisors. Each other division is described in greater detail in their own Brochure, which are available online at adviserinfo.sec.gov/firm/summary/281399. Cynosure Wealth Advisors Assets Under Management As of December 31, 2023, CWA managed approximately $887,972,750 in discretionary assets and $143,761,985 in non-discretionary assets. Wealth Management Services In 2023, Cynosure established a new investment advisory practice, Cynosure Wealth Advisors (“CWA”), that provides Portfolio Advisory, Integrated Financial Planning, Consolidated Reporting, and Investment Consulting to high-net worth families and individuals, trusts, estates, family limited partnerships, family offices, foundations, endowments, charitable organizations, corporations, and other business entities (“Advisory Clients”). This Brochure describes the portfolio advisory, financial planning, consolidated reporting, and/or investment consulting services CWA offers to Advisory Clients that are described in greater detail below (“Wealth Management Services”). In partnership with Advisory Clients, CWA assesses your investment, planning, and reporting objectives and needs based on the information Advisory Client initially provides, to determine which of CWA’s services, if any, are appropriate to recommend to the Advisory Client. CWA seeks to tailor portfolio advisory, financial planning, consolidated reporting, and consulting services to the Advisory Client’s individual needs. CWA encourages Advisory Clients to share their current financial situation, needs, and objectives as well as changes in their financial and personal circumstances with CWA so that appropriate recommendations can be made.

• Portfolio Advisory Services: CWA develops and implements a continuous investment program on behalf of Advisory Clients with respect to their investment portfolio, including: o The development of an investment program for the portfolio, determined in consultation with the Advisory Client, based on an analysis of various factors, including, without limitation, the Advisory Client’s investment goals, tax position, diversification requirements, social concerns, and risk tolerance. o Implementation of an investment program through allocation and rebalancing of the Advisory Client’s investable assets of the investment portfolio that may include various liquid and illiquid investment strategies through investments in the Advisory Client’s managed account(s). o Oversight and monitoring of an Advisory Client’s investment program, including portfolio characteristics, cash flows, and risk, on an on-going basis and adjustment of the

same from time-to-time in response to changing market conditions, Advisory Client circumstances, or other factors. Specific services that are available include the following: o Current portfolio evaluation o Assessment of investment objectives o Investment policy objectives and financial goals o Strategic asset allocation planning o Manager search and evaluation o Investment program implementation and rebalancing o Portfolio monitoring and risk management o Performance measurement and attribution analysis
• Integrated Financial Planning Services: CWA provides Advisory Clients with financial planning services based upon the individual needs, goals, and objectives identified by the Advisory Client. Specific services that are available include the following: o Net worth analysis o Retirement, cash flow and budget planning o Insurance planning and risk management o Liquidity and liability management o Estate and wealth transfer planning o Philanthropy and charitable gift planning o Education planning o Compensation and benefits analysis o Select family office services
• Consolidated Reporting Services: CWA provides Advisory Clients with consolidated performance reporting on liquid and illiquid assets, regardless of where held, which may or may not be advised on by CWA as either assets under management (“AUM”) or assets under advisement (“AUA”).
• Investment Consulting Services: CWA provides certain non-discretionary Investment Consulting Services to Advisory Clients with respect to their investment assets, regardless of where held, and other financial matters. CWA’s recommendations may be implemented by Advisory Clients or with other professional advisors of their choosing. In providing Investment Consulting Services, CWA’ role is limited to that of a consultant and Advisory Clients are responsible for any investment decisions with respect to their portfolio and other financial matters. Specific services include the following: o Investment Policy and Asset Allocation Solutions - Collaborate in the development of an asset allocation framework aligned with the Advisory Client’s investment objectives and risk tolerance. o Analysis of Current Investment Program - Conduct a review of all existing investments, considering the Advisory Client’s identified asset allocation, performance, and risk objectives. o Trading Strategy Advice - Offer research and recommendations regarding Advisory Client- requested specialized securities trading activities (e.g., options, hedging), trading individual securities, managing concentrated portfolios or positions, and other customized situations. o Investment Idea Generation - Introduce potential investment opportunities, such as private equity or private investments, that align with the Advisory Client’s overall investment framework. o Customized Access and Services – Facilitate upon request, lending, custody, and related services with banks, custodians, and other solution providers. o Analysis of Investment Program with Estate Planning, Insurance and Overall Family Planning Goals - Analyze Advisory Client investments and provide recommendations on relevant financial and estate planning techniques. o Consolidated Financial Reporting/Investment Monitoring - Provide Advisory Client with consolidated periodic statements of financial holdings, including investment accounts, retirement accounts, real estate holdings, and private investments (to the extent available). CWA provides these services in accordance with the terms of portfolio advisory, financial planning, consolidated reporting, and/or investment consulting agreements applicable to each Client, collectively referred to as “Wealth Management Agreements.”