Clerkie Advisory LLC, (“Clerkie Advisory”, “we”) is a Registered Investment Adviser (“Adviser”) which offers investment advice and Employer Sponsored Retirement Account (“ESRA”) portfolio management services through a mobile application for our Clients. We are registered through and regulated by the United States Securities and Exchange Commission (“SEC”). Clerkie Advisory LLC is a wholly owned subsidiary of Henry Labs, Inc, which was founded in 2016 by Guy Assad, who serves as the Chief Executive Officer, Johan Wigstroem, who serves as our Chief Compliance Officer & Gray Hoffman, who serves as our Chief Operating Officer, with the mission of democratizing financial health for individuals & families. Guy Assad, Johan Wigstroem, & Gray Hoffman are our principal owners of Henry Labs, Inc. Henry Labs, Inc is the single-member of Clerkie Advisory LLC. As part of this mission, Clerkie Advisory provides ESRA portfolio management services to individuals through our mobile application. We are committed to the fiduciary principle of placing the Client’s interests first, and we value long term relationships with our Clients. Services We provide mobile-based ESRA portfolio management services designed for individuals who have traditionally managed their own 401(k)s, 403(b)s, 457s and other ESRA(s). Our focus is on helping you create, implement and execute investment portfolios that are designed to build and preserve your wealth during the accumulation phase of your life. As part of our mobile-based service, clients have access to make inquiries to Clerkie via our interactive website. In addition for account status and tech support clients can make inquiries via online chat and email however support on these channels will not involve investment advice. We provide our portfolio management services on a discretionary basis, which grants us the authority to determine securities to be bought or sold for a client’s account from the choices available in the client’s ESRA, and the amount of securities to be bought or sold for an account. Trading may be required from time to time to meet initial allocation targets, to allocate deposited cash, and to accommodate withdrawals. Additionally, your account may be rebalanced or reallocated periodically in order to realign with targeted percentages of your initial asset allocation. The timing of rebalancing or reallocation will occur at our discretion. We are

not tax or legal professionals and do not give tax or legal advice. Clerkie Advisory LLC ADV Part 2A December, 2023 4 Online Employer Sponsored Retirement Account (ESRA) Asset Management Services Asset management is the professional management of securities (stocks, bonds, mutual funds, ETF’s and other securities) and assets (e.g., real estate) in order to meet your specified investment goals. With our ESRA Asset Management Services, you will use our mobile-based software application to assist you in developing a personalized asset allocation program designed to meet your unique investment objectives. The investments in the portfolio account may include mutual funds, stocks, bonds, etc. depending upon the options available through your employer sponsored 401(k), 403(b), or 457 Plans as well as other employer sponsored Plans. You will input information into the system such as your current age, desired retirement age, etc. Based on the information you input, we will recommend an appropriate asset allocation. Our recommendations and ongoing management are based upon your current age, desired retirement age, and the risk tolerance you have selected. We will place all necessary trades to establish your asset allocation within your ESRA. This allocation will be automatically adjusted as you approach retirement. Our services will: ● Review your present ESRA account allocation ● Advise on asset selection ● Implement the allocation that you have pre-approved ● Monitor and track assets under our management ● Adjust pre-approved allocation automatically as you approach retirement. You should update your Account promptly when your financial situation, goals, objectives, or needs change. Should you decide to make a change to your existing allocation, you may do so through the mobile-based allocation and we will make the changes for you in a timely fashion. YOU CAN CONTACT YOUR ESRA CUSTODIAN DIRECTLY AT ANY TIME TO IMMEDIATELY CHANGE YOUR INVESTMENT ALLOCATION. If you elect to use our services, you will receive a written agreement saved to your account documentation detailing the services, fees, terms and conditions of the relationship. You will also receive this Brochure. Past performance is not indicative of future results. We cannot guarantee the results of any of our recommendations. Choosing which advice to follow is your decision.