Columbia Advisory Partners, LLC (“CAP,” “we,” or “our”) was formed in June of 2004 to provide accounting services. Investment advisory services were added in June of 2014. CAP is owned by Kimberly Smith, Steven Larsen and Jeremy Russell, all of whom are also investment advisory representatives of CAP. Investment advisory services of CAP are provided to you through an appropriately licensed and qualified individual who is registered as an investment advisory representative (“IAR”) of CAP. Services We offer both comprehensive financial planning and discretionary investment management services. These services are separate and distinct. Before providing any services to you, we enter into a written agreement (“Agreement”). The Agreement describes the specific services we will provide and the related fees. Clients can terminate their Agreement without penalty within five business days after entering into the Agreement with us. In addition, we provide investment advisory services to a private investment fund, CAP Private Credit Fund, LP (the “Fund”). The Fund is structured as a Delaware limited partnership. Financial Planning Services We believe a written and comprehensive financial plan is the foundation which will guide you through every financial decision you make. Our planning is comprehensive and incorporates all aspects of a client’s life, including but not limited to:
• Cashflow
• Tax planning
• Retirement Planning
• Education Planning
• Estate planning
• Risk Management
• Digital Asset Advice With a thorough understanding of your objectives and needs, we work with you to formulate a plan that includes an integrated set of strategies based on established planning and investment techniques. We then periodically review and measure your progress to remain aligned with your plan. This process keeps our understanding of your situation fresh and allows us to update your plan as needed. We charge separately for financial planning as detailed below in Item 5 – Fees. Clients are under no obligation to implement their financial plan through CAP or engage the services of any CAP recommended professional. Implementation of your plan is at your sole discretion. Discretionary Investment Management Services Once your initial plan is developed, we work with you to systematically implement your strategies, including the construction of a customized investment portfolio. We manage portfolios on a discretionary basis, typically using strategies that contain mutual funds, ETFs, individual equities, and fixed income solutions, though we are not limited to specific security types. Clients enter into the Agreement with CAP that describes the services and fees we will provide, and also grants us limited power of attorney to enter transactions for you on a discretionary basis. We also offer the Defi Steward Program for clients with appropriate risk tolerance, liquidity and experience. Columbia Advisory Partners P a g e | 5 Form ADV Part 2A: Firm Brochure You may place restrictions on how we manage your assets, though we reserve the right to refuse restrictions we think are too operationally difficult to implement, or that we believe are not in your best interests. We do not participate in any wrap fee programs. Amplify Platform CAP investment adviser representatives utilize the Amplify Platform, the Amplify Platform provides back-office operational support services such as administrative, trading and reporting services and/or gain access to and select from independent third-party managers available through the Amplify Platform. Upon executing the Platform Agreement, the investment adviser firm or investment professional shall be considered a Platform Member. Platform Members may choose to receive certain back-office services, such as administrative, trading and reporting services and/or to select independent third-party managers to manage underlying client assets on a sub-advisory basis. Platform Members may choose to allocate all or a portion of their underlying client’s assets among the different independent investment managers available through the Amplify Platform on a discretionary basis. Platform Members shall have a direct contractual relationship with each of their underlying clients and obtain, through such agreements, the authority to engage Amplify Platform for services rendered through the Platform. CAP engages unaffiliated investment advisers to service Platform Members as sub-advisers. Sub-advisers available through the Amplify Platform will perform discretionary investment management services and shall manage, invest and reinvest the Platform Member’s underlying client assets designated by the Platform Member. As such, a selected manager(s) shall be authorized, without prior consultation with the Platform Member or the underlying client, to buy, sell trade or allocate the underlying client’s assets in accordance with the underlying client’s investment objectives and to deliver instructions in furtherance this responsibility to the underlying client’s broker-dealer and or custodian. Platform Members retain responsibility for the underlying client relationship, including the initial and ongoing suitability determination. Platform Members shall also retain the responsibility for implementing client investment recommendations in accordance with the Platform Member’s fiduciary duty to the underlying client. Platform Members are responsible for obtaining and furnishing information pertaining to sub-advisor selection and underlying client account guidelines along with any reasonable account restrictions. Please note: CAP’s investment adviser representatives are required to utilize the various services available through the Amplify Platform. Therefore, CAP clients may incur fees in addition to the fee associated with the advisory services provided to the client. CAP receives a portion of the Amplify Platform fees. Independent Managers CAP may allocate (and/or recommend that the client allocate) a portion of a client’s investment assets among unaffiliated independent investment managers in

accordance with the client’s designated investment objective(s). In such situations, the Independent Manager[s] shall have day-to-day responsibility for the active discretionary management of the allocated assets. CAP shall continue to render investment advisory services to the client relative to the ongoing monitoring and review of account performance, asset allocation and client investment objectives. Factors which CAP shall consider in recommending Independent Manager[s] include the client’s designated investment objective(s), management style, performance, reputation, financial strength, reporting, pricing, and research. Columbia Advisory Partners P a g e | 6 Form ADV Part 2A: Firm Brochure Certain Independent Manager[s] may offer their services as a Unified Managed Account (UMA) platform or as a Separately Managed Account (SMA) platform, or both. Within an UMA platform environment, the Independent Manager makes available a menu of investment models and strategies maintained by Third-Party Money Managers (TPMMs). The TPMMs maintain model portfolios and provide allocation and trade instructions/signals to the Independent Manager of the UMA platform. The Independent Manager then implements the allocation or trade instruction/signal within the client’s UMA platform accounts for those clients subscribed to such TPMM’s model portfolios. At no time does a TPMM on the UMA platform have any advisory relationship with the client or have control or discretion of client assets. Trade discretion lies with the Independent Manager, whose authority is derived from the advisory agreement in place between the client and CAP. In addition, the Independent Manager has the authority to substitute any security recommended by TPMM for a security which the Independent Manager has determined is more suitable for the model and/or the individual client account. Within an SMA platform environment, the Independent Manager makes available a menu of Portfolio Managers offered through separate accounts and managed by the Portfolio Manager. Portfolio Managers do have authority and discretion of the assets in the separately managed accounts and effect trades in such accounts in accordance with the intended objectives of their stated investment strategy. Trade discretion lies with the Portfolio Manager, whose authority is derived from the advisory agreement in place between the client and CAP. The Independent Manager[s] may offer a platform which includes both UMA and SMA services. Independent Manager[s] may provide other back-office and administrative services for CAP. Independent Manager[s] firm disclosure brochure will be made available to you, at no charge, upon request. You may opt for CAP to receive any Independent Manager[s] firm disclosure brochure on your behalf, if you so choose. Defi Steward Program We also offer the Defi Steward Program for clients with appropriate risk tolerance, liquidity and experience. Clients may opt to use a self-custodial digital wallet to implement our Defi Steward Program, in which case CAP will recommend trades to the client but will not implement them on a discretionary or non-discretionary basis. Private Investment Fund We provide investment advisory services to the Fund based on the investment objectives of the Fund. There can be no assurance that the Fund will achieve its investment objective or avoid substantial losses. An investor should not make an investment in the Fund with the expectation of sheltering income or receiving cash distributions. Investors are urged to consult with their personal advisers before investing in the Fund. This document is not an offer to sell or a solicitation of an offer to buy interests in the Fund. Such an investment may be made only after receipt and review of the Fund’s Confidential Private Placement Memorandum (the “Memorandum”). The Memorandum contains important information concerning risk factors and other material aspects of the Fund and it must be read carefully before making an investment decision. The information in this document is qualified in its entirety by, and should be read in conjunction with, the information contained in the Memorandum. Investors in the Fund are limited partners (“Limited Partners”). We do not provide tailored investment advice to Limited Partners. However, Limited Partners may utilize our other financial planning and discretionary investment management services. Client Obligations Columbia Advisory Partners P a g e | 7 Form ADV Part 2A: Firm Brochure In performing its services, CAP shall not be required to verify any information received from the client or from the client’s other professionals and is expressly authorized to rely thereon. Moreover, each client is advised that it remains his or her responsibility to promptly notify CAP if there is ever any change in his or her financial situation or investment objectives for the purpose of reviewing, evaluating, and revising CAP’s previous recommendations and/or services. Important Information for Retirement Investors When we recommend that you rollover retirement assets or transfer existing retirement assets (such as a 401(k) or an IRA) to our management, we have a conflict of interest. This is because we will generally earn additional revenue when we manage more assets. In making the recommendation, however, we do so only after determining that the recommendation is in your best interest. Further, in making any recommendation to transfer or rollover retirement assets, we do so as a “fiduciary,” as that term is defined in ERISA or the Internal Revenue Code, or both. We also acknowledge we are a fiduciary under ERISA or the Internal Revenue Code with respect to our ongoing investment advisory recommendations and discretionary asset management services, as described in the advisory agreement we execute with you. To the extent we provide non-fiduciary services to you, those will be described in the advisory agreement. Amount of Assets Under Management As of July 31, 2023, Columbia Advisory Partners, LLC had $232,500,000 in assets under management on a discretionary basis and $0 on non-discretionary basis.