Meyer Capital Management (MCM), located in Cincinnati, Ohio, is an employee-owned investment advisory firm founded in 1996. MCM provides investment management services to individual investors throughout the United States. MCM’s corporate stock is owned by Timothy R. Meyer, President & Chief Investment Officer, Alison S. Belew, Director of Portfolio Administration, John P. Meyer, Director of Portfolio Management, and Amanda N. Brown, Associate Director of Portfolio Administration. MCM is registered with the Securities and Exchange Commission. Investment Management MCM functions exclusively in the capacity of adviser and portfolio manager and, therefore, has no securities for sale and does not function as a broker, dealer, or underwriter. MCM offers advice on exchange-listed securities, securities traded over the-counter, corporate debt securities, certificates of deposit, municipal securities, mutual fund shares, and United States government securities. 1. Customized Portfolios: Each portfolio is customized to the specific needs of the client and is managed independently of other accounts. Clients may impose restrictions on investing in certain securities or types of securities. 2. Growing Investor Program: Each portfolio is invested based on the portfolio size and is managed independently of other accounts. Clients may direct their own asset allocation guideline. Growing Investor portfolios are subject to minimum annual contribution requirements. Meyer Capital Management does not participate in any wrap fee programs. 100% of client assets are managed on a discretionary basis. Assets under management as of 3/22/24 were $151,102,290. Financial Planning MCM offers financial planning services exclusively to its investment management clients. Financial planning services are provided on a project basis for a separate fee. Plans may/can include, but are not limited to, comprehensive planning, retirement accumulation planning, retirement distribution planning and college funding planning. Each plan includes a final report with action plan. Fees, Compensation and Contributions Investment Management 1. Custom Portfolios: Meyer Capital Management is a fee-only investment adviser and is paid a percentage of assets under management. The fee schedule for active investment management is as follows: 1.0% on first $1,000,000 .75% on next $1,500,000 .50% on next $2,500,000 .35% on all funds thereafter A minimum fee of $2,500 applies to aggregate accounts within the same household. Fees charged are typically not negotiable; however, MCM retains discretion to negotiate its fee in special limited circumstances.

Fees are calculated quarterly, in arrears, as a percent of the average monthly value of the account during the quarter. All clients receive a detailed invoice showing how fees were calculated. Fees are payable upon receipt of the invoice. Client fees are generally deducted from the client account; however, clients may elect to pay fees out of pocket. The Custom Portfolio program has no minimum annual contribution requirement. 2. Growing Investor Program Portfolios: The fee schedule for the Growing Investor Program is as follows: Assets Under Management Annual Management Fee $1,000-$9,999 $250 $10,000-$19,999 $300 $20,000-$49,999 1.65% $50,000-$99,999 1.50% $100,000-$249,999* 1.25% * Once a client’s assets reach $250,000, they are automatically upgraded to the Custom Portfolio program. This will transition the client into the fee schedule associated with the Custom Portfolio program. Fees are calculated quarterly, in arrears, based on the average monthly value of the account during the quarter. All clients receive a detailed invoice showing how fees were calculated. Fees are payable upon receipt of the invoice. Client fees are deducted from the client account. Minimum Contributions. Growing Investor Clients shall make total annual contributions to the portfolio in amounts greater than or equal to those listed below. Contributions can be made in a single lump sum, semi-annually, quarterly, or monthly. Assets Under Management Annual Contribution $1,000-$9,999 $250 $10,000-$19,999 $300 $20,000-$49,999 1.65% $50,000-$99,999 1.50% $100,000-$249,999 1.25% Client can suspend contributions for up to twelve consecutive months one-time during any five-year period. Additional suspensions constitute an “opt-out” of the Growing Investor Program and trigger termination as outlined in clause #13 of the Growing Investor Management Agreement. 3. Other Fees: Exchange traded funds and mutual funds charge their own separate management fees in addition to MCM’s fee. Clients will incur brokerage and other transaction costs. Please see the Brokerage Practices section of this brochure for more information. MCM does not accept compensation for the sale of securities or other investment products, including asset-based sales charges or service fees from the sale of mutual funds. Financial Planning MCM offers financial planning services under a separate engagement agreement. Fees for planning services typically range from $500 - $5,000 annually, based on the scope and complexity of the engagement. Fees for planning services are accepted by the client, in advance of the engagement.