We at Washington Avenue Advisors, LLC (“we,” the “firm,” “WAA”) are committed to helping clients achieve their financial goals. The firm is a limited liability company formed in the State of Michigan and became an SEC-Registered Investment Adviser in 2020. The principal owners of the firm are Mr. Nicholas Pope and Mr. Reuben Levinsohn. WAA is dedicated to the current and future financial well-being of all of its clients. This calls for not only sound investment portfolios but also carefully formulated, client-specific financial plans. Custom-crafted financial plans enable our clients to invest according to their values and in order to achieve their particular goals. The full range of our advisory services is described in more detail below. Financial Planning and Consulting Foundational to our clients’ well-being is a financial plan. A financial plan sets the course for approaching life’s expected and unexpected financial obligations. We collaborate with our clients to formulate a plan according to their unique needs, goals, and risk tolerance. The plan takes into account your assets, income, liabilities, age, employment, current spending needs, and prospective goals for funding retirement or any other significant financial decision. A fundamental consideration of this foundational financial plan is risk management. WAA works with clients to evaluate their personal financial risks and ensure that they are prepared—with appropriate insurance and financial plan of action—should the unexpected occur. Further, we recognize that financial legacies are an important aspect of planning for the future. WAA will work in conjunction with your accountant or attorney in devising a legacy transfer that best conforms to your values and your wishes. Our legacy transfer strategies are designed according to our clients’ needs and desires and are intended to mitigate potential issues surrounding such transfers. Planning for Business Owners WAA’s years of advisory and planning experience among a diverse variety of clients have given us a perspective of proactive understanding, especially for business owners of all sizes. These clients have unique financial needs and demands which WAA can meet with our business owner-tailored advisory and planning services. Retirement Consulting In addition to the above services, WAA also offers specialized employee benefits consulting for businesses.

We consult with client businesses about their retirement and deferred compensation plans, business protection, business insurance needs, and generalized advice tailored to our clients’ specialized business needs. Part 2A Firm Brochure Page 5 of 13 Washington Avenue Advisors, LLC Investment Management Following a meeting during which we learn of a client’s needs, goals, and risk tolerance, we may recommend investment in a portfolio of securities. The portfolio may include mutual funds, exchange traded funds (ETFs), individual stocks and bonds, and other securities. WAA’s investment portfolios are premised on the idea of asset allocation: we seek to find the appropriate mix of stocks, bonds, and cash based on an individual client’s unique risk profile. Accounts are monitored regularly and are reviewed not less than annually. WAA may recommend independent portfolio managers and certain fee-based variable annuities for the management of certain client assets. In these instances, a client may, if required, sign a written agreement with this manager and insurer. WAA performs due diligence on these independent managers and assesses the following, among other factors: investment strategy, investment methodology, client risk profile, manager’s historical performance, expenses incurred, and reputation of the manager. Clients deciding to participate in these third-party advisor separately managed accounts (SMAs) and fee-based variable annuities may incur a fee for these services in addition to the advisory fee paid to WAA. SMA programs and fee-based annuities similar to those recommended by WAA may be available elsewhere at a lower fee. Wrap Fee Program WAA may recommend a managed wrap fee program to certain clients. A wrap fee program is an arrangement whereby services, including investment advisory services, securities brokerage transactions, custody, and reporting services, are all bundled for a single specified fee. Participation in a wrap fee program may cost a client more or less than having to pay for these services separately. Participants in the wrap fee program will receive a separate wrap fee brochure in addition to this firm brochure. Assets Under Management WAA currently manages about $224 million of which $217 million is managed on a discretionary basis and $7 million is managed on a non-discretionary basis.