A. Firm Information Revisor Wealth Management, LLC (“Revisor” or the “Advisor”) is a registered investment advisor located in the State of Ohio, which is organized as a Limited Liability Company (“LLC”) under the laws of Ohio. Revisor was founded in February 2004 and became a registered investment advisor in December 2013. Revisor is a wholly owned subsidiary of LRJ Consulting, Inc. which is also owned by Landon R. Jones, CFP® (President and CEO). This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by Revisor. B. Advisory Services Offered Revisor offers investment advisory services to individuals, high net worth individuals, and other financial professionals in Ohio and other states (each referred to as a “Client”). Investment Management Services Revisor provides customized investment advisory solutions for its Clients. This is achieved through continuous personal Client contact and interaction while providing discretionary investment management and consulting services. Revisor works with each Client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to create a portfolio strategy. Revisor constructs its portfolios primarily with low- cost mutual funds and exchange-traded funds (“ETFs”). For certain asset classes, Revisor may employ actively managed mutual funds, while others will be passive strategies. In addition, Revisor may utilize mutual funds for alternative assets classes such as managed futures or long-short funds. The Advisor may use other types of investments as appropriate to meet the needs of each Client. Revisor’s investment strategy is primarily long-term focused, but the Advisor may buy, sell, or re-allocate positions that have been held less than one year to meet the objectives of the Client or due to market conditions. Revisor will construct, implement, and monitor the portfolio to ensure it meets the goals, objectives, circumstances, and risk tolerance agreed to by the Client. Each Client will have the opportunity to place reasonable restrictions on the types of investments to be held in their respective portfolio, subject to acceptance by the Advisor. Revisor evaluates and selects investments for inclusion in Client portfolios only after applying its internal due diligence process. Revisor may recommend, on occasion, redistributing investment allocations to diversify the portfolio. Revisor may recommend specific positions to increase sector or asset class weightings. The Advisor may recommend employing cash positions as a possible hedge against market movement. Revisor may recommend selling positions for reasons that include, but are not limited to, harvesting capital gains or losses, business or sector risk exposure to a specific security or class of securities, overvaluation or overweighting of the position[s] in the portfolio, change in risk tolerance of Client, generating cash to meet Client needs, or any risk deemed unacceptable for the Client's risk tolerance. At no time will Revisor accept or maintain custody of a Client's funds or securities, except for authorized deduction of the Advisor's fees. All Client assets will be managed within their account[s] at the Custodian, pursuant to the Client investment advisory agreement. Selection of Other Advisors - Managed Account Programs Revisor may recommend to Clients that all or a portion of their portfolio be implemented by utilizing one or more unaffiliated money managers participating in a managed accounts program at the Client's Custodian (the “Program Sponsor”). The Client will then enter into a program and investment advisory agreement with the Program Sponsor and the participating money manager[s]. The Advisor will assist and advise the Client in establishing investment objectives for the account, the selection of the money manager[s], and defining any restrictions on the account. Revisor will continue to provide oversight of the Client account and ongoing monitoring of the activities of the unaffiliated money managers. These money managers will develop an investment strategy to meet those objectives by identifying appropriate investments and monitoring such investments. In consideration for such services, the Program Sponsor will Page 5 charge a program fee that includes the investment advisory fee of the money managers, the administration of the program and trading, clearance and settlement costs. The Program Sponsor will add Revisor„s investment advisory fee (described below in Item 5) and will deduct the overall fee from the Client account, generally at the start of each calendar quarter. The asset-based program fee is tiered and varies depending on the size of the account, the asset class of the underlying securities and the sub-advisor selected. The overall fee (including the Advisor's investment advisory fee) will not exceed 3% annually. Revisor does not receive any compensation from these unaffiliated money managers or the Program Sponsor, other than Revisor’s investment advisory fee (described in Item 5). The Client, prior to entering into an agreement with a Program Sponsor, will be provided with the Program Sponsor's Form ADV Part 2 (or a brochure that makes the appropriate disclosures). In addition, Revisor and its Client will agree in writing that that selected Program Sponsor will manage the Client's account on a discretionary basis. Financial Planning and Consulting Services Revisor will typically provide a variety of financial planning services to individuals and families, pursuant to a written financial planning

or consulting agreement. Services are offered in several areas of a Client's financial situation, depending on their goals, objectives and financial situation. Generally, such financial planning services will involve preparing a financial plan or rendering a financial consultation based on the Client's financial goals and objectives. This planning or consulting may encompass one or more areas of need, including, but not limited to investment planning, retirement planning, personal savings, education savings, and other areas of a Client's financial situation. A financial plan developed for or financial consultation rendered to the Client will usually include gener al recommendations for a course of activity or specific actions to be taken by the Client. For example, recommendations may be made that the Client start or revise their investment programs, commence or alter retirement savings, establish education savings and/or charitable giving programs. Revisor may also refer Clients to an accountant, attorney, or another specialist, as appropriate for their unique situation. For certain financial planning engagements, the Advisor will provide a written summary of Client's financial situation, observations, and recommendations. For consulting or ad-hoc engagements, the Advisor may not provide a written summary. Plans or consultations are typically completed within six months of contract date, assuming all information and documents requested are provided promptly. Financial planning and consulting recommendations may pose a potential conflict between the interests of the Advisor and the interests of the Client. For example, a recommendation to engage the Advisor for investment management services or to increase the level of investment assets with the Advisor would pose a conflict, as it would increase the advisory fees paid to the Advisor. Clients are not obligated to implement any recommendations made by the Advisor or maintain an ongoing relationship with the Advisor. If the Client elects to act on any of the recommendations made by the Advisor, the Client is under no obligation to execute the transaction through the Advisor. Investment Sub-Advisory Services (Revisor) Revisor also provides unaffiliated financial professionals (“Financial Professionals”) with investment sub-advisory and related services under the business name Revisor Wealth Management Partners (“Revisor”). Revisor is a division of Revisor Wealth Management, LLC. Revisor provides financial professionals with several levels of service, including investment model services, discretionary investment management and back-office support services. Revisor Portfolio – This service provides customized portfolio creation, investment research, and ongoing portfolio recommendations. In addition, Revisor provides marketing support. This service is non-discretionary. Financial Professionals retain the sole responsibility for implementation and investment oversight. Revisor Bridge – This service provides access to Revisor Model Portfolios and the discretionary investment management services of the Advisor. In addition, Revisor provides a full back-office suite that includes proposal Page 6 generation, billing, and performance reporting and back office support. Financial Professionals will have full access to the Envestnet investment and technology platform. Portfolio customization is optional. Revisor also provides branded marketing materials for client use. Revisor Partner – This comprehensive service option provides full access to Revisor's investment management and support services, including Revisor Model Portfolios and/or customized, discretionary investment management services. In addition, Revisor provides a full back-office suite that includes proposal generation, billing, performance reporting, and back office support. Financial Professionals will have full access to the Envestnet investment and technology platform and will have a dedicated relationship manager. Revisor also offers a suite of back-office support services, which may be provided separate from the investment management services above. Additional information is available at http://revisorpartners.com. C. Client Account Management Prior to engaging Revisor to provide investment advisory services, each Client is required to enter into one or more agreements with the Advisor that define the terms, conditions, authority and responsibilities of the Advisor and the Client. These services may include:
• Establishing an Investment Policy Strategy – Revisor, in connection with the Client, may develop a statement that summarizes the Client's investment goals and objectives along with the broad strategy[ies] to be employed to meet the objectives.
• Asset Allocation – Revisor will develop a strategic asset allocation that is targeted to meet the investment objectives, time horizon, financial situation, and tolerance of risk for each Client.
• Portfolio Construction – Revisor will develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client.
• Investment Management and Supervision – Revisor will provide investment management and ongoing oversight of the Client's investment portfolio. D. Wrap Fee Programs Revisor does not manage or place Client assets into a wrap fee program. Investment management services are provided directly by Revisor. E. Assets Under Management As of December 31, 2023 Revisor manages the following assets: Discretionary Assets $ 1,722,228,919.00 Non-Discretionary Assets $ 0.0 Total Assets Under Management $ 1,722,228,919.00