Description of Firm Portus Wealth Advisors, LLC d/b/a Charlotte Growth Partners Capital Management is a registered investment adviser primarily based in Charlotte, NC formed in 2019. We are organized as a limited liability company (“LLC”) under the laws of the State of North Carolina. We are primarily owned by William Bissett. The following paragraphs describe our services and fees. Refer to the description of each investment advisory service listed below for information on how we tailor our advisory services to your individual needs. As used in this brochure, the words “we,” “our,” and “us” refer to Portus Wealth Advisors, LLC and the words “you,” “your," and “client” refer to you as either a client or prospective client of our firm. Portfolio Management Services We offer discretionary portfolio management services. Our investment advice is tailored to meet our clients’ needs and investment objectives. If you participate in our discretionary portfolio management services, we require you to grant our firm discretionary authority to manage your account. Discretionary authorization will allow us to determine the specific securities, and the amount of securities, to be purchased or sold for your account without your approval prior to each transaction. Discretionary authority is typically granted by the investment advisory agreement you sign with our firm and the appropriate trading authorization forms. You may limit our discretionary authority (for example, limiting the types of securities that can be purchased or sold for your account) by providing our firm with your restrictions and guidelines in writing. We may also offer non-discretionary portfolio management services. If you enter into a non- discretionary arrangement with our firm, we must obtain your approval prior to executing any transactions on behalf of your account. You have an unrestricted right to decline to implement any advice provided by our firm on a non-discretionary basis. Our investment advice is tailored to meet our clients’ needs and investment objectives. If you retain our firm for portfolio management services, we will meet with you to determine your investment objectives, risk tolerance, and other relevant information (the “client information”) at the beginning of our advisory relationship. We will use the client information we gather to develop a strategy that enables our firm to give you continuous and focused investment advice and/or to make investments on your behalf. As part of our portfolio management services, we may customize an investment portfolio for you in accordance with your risk tolerance and investing objectives. Once we construct an investment portfolio for you, we will monitor your portfolio’s performance on an ongoing basis, and will rebalance the portfolio as required by changes in market conditions and in your financial circumstances. As part of our portfolio management services, in addition to other types of investments (see disclosures below in this section), we may invest your assets according to one or more model portfolios developed by our firm. These models are designed for investors with varying degrees of risk tolerance ranging from a more aggressive investment strategy to a more conservative investment approach. Clients whose assets are invested in model portfolios, at the discretion of Portus Wealth Advisors, may set restrictions on the specific holdings or allocations within the model, or the types of securities that can be purchased in the model. Financial Planning Services We offer financial planning services which typically involve providing a variety of advisory services to clients regarding the management of their financial resources based upon an analysis of their individual needs. These services can range from broad-based financial planning to consultative or single subject planning. If you retain our firm for financial planning services, we will meet with you to gather information about your financial circumstances and objectives. We may also use financial planning software to determine your current financial position and to define and quantify your long-term goals and objectives. Once we specify those long-term objectives (both financial and non-financial), we will develop shorter- term, targeted objectives. Once we review and analyze the information you provide to our firm and the data derived from our financial planning software, we will deliver a written plan to you, designed to help you achieve your stated financial goals and objectives. Financial plans are based on your financial situation at the time we present the plan to you, and on the financial information you provide to us. You must promptly notify our firm if your financial situation, goals, objectives, or needs change. You are under no obligation to act on our financial planning recommendations. Should you choose to act on any of our recommendations, you are not obligated to implement the financial plan through any

of our other investment advisory services. Moreover, you may act on our recommendations by placing securities transactions with any brokerage firm. Selection of Other Advisers We may recommend that you use the services of a third-party money manager (“TPMM”) to manage all, or a portion of, your investment portfolio. After gathering information about your financial situation and objectives, we may recommend that you engage a specific TPMM or investment program. Factors that we take into consideration when making our recommendation(s) include, but are not limited to, the following: the TPMM’s performance, methods of analysis, fees, your financial needs, investment goals, risk tolerance, and investment objectives. We will monitor the TPMM(s)’ performance to ensure its management and investment style remains aligned with your investment goals and objectives. The TPMM(s) will actively manage your portfolio and will assume discretionary investment authority over your account. We will assume discretionary authority to hire and fire TPMM(s) and/or reallocate your assets to other TPMM(s) where we deem such action appropriate. We may refer you to Belle Haven Investments (“Belle Haven”), an unaffiliated entity, to manage all or a portion of your accounts which require a fixed income-based investment objective. We monitor the performance of Belle Haven for the benefit of our clients. We charge you a negotiable fee which is equal to 0.25% of the market value of the assets under management, which fees are separate and apart from the fees charged by Belle Haven. Belle Haven will charge you an additional fee, subject to negotiation, that ranges between 0.5% and 1.25% of the assets under its management. You should refer to the brochure for Belle Haven Investments for further information on the services, fees and other relevant information. Wrap Fee Programs We do not participate in any wrap fee program. Real Estate Vehicle Advisory Services We provide discretionary investment advisory services to a real estate vehicle, CGP Real Estate Fund I, LP, a Delaware limited partnership (the “Fund”) that is exempt from registration under the Investment Company Act of 1940, as amended (the “1940 Act”) and whose securities are not registered under the Securities Act of 1933, as amended (the “Securities Act”). As the investment adviser to the Fund, we, along with Charlotte Growth Partners, LLC, the Fund’s general partner (the “General Partner”) identify investment opportunities for, and participate in the acquisition, management, monitoring and disposition of investments, of the Fund. We provide investment advisory services to the Fund pursuant to the terms of a separate investment advisory agreement (the “Fund Agreement”). Investment advice is provided by us directly to the Fund, subject to the direction and control of the General Partner, and not individually to the investors in the Fund. In making investments for the Fund, we must comply with the following investment requirements unless otherwise approved by the Fund’s Investor Conflicts Committee: (i) The Fund will not invest in a project that does not have the potential for capital appreciation; (ii) The Fund will not invest in a project located outside the United States; (iii) The Fund will invest no more than twenty percent (20%) of capital contributions in any one project; (iv) The Fund will invest no more than twenty percent (20%) of capital contributions in the aggregate in single-family residential projects; (v) The Fund will not own more than thirty percent (30%) of any single project; and (vi) The debt on the Fund’s investments may not be such that it would cause the aggregate amount of the Fund’s leverage to exceed seventy-five percent (75%) of the total project costs for all assets in the Fund. Additional information related to the Fund is set forth below in Item 10 – Other Financial Industry Activities and Affiliations. Types of Investments We offer advice on equity securities, corporate debt securities (other than commercial paper), certificates of deposit, municipal securities, mutual fund shares, United States government securities, options contracts on securities, money market funds, real estate, structured notes, exchange-traded funds (“ETFs”), interests in partnerships investing in real estate, interests in partnerships investing in oil and gas interests and interests in partnerships investing in Venture Capital, Private Equity, Angel and other early stage opportunities. Additionally, we may advise you on various types of investments based on your stated goals and objectives. We may also provide advice on any type of investment held in your portfolio at the inception of our advisory relationship. Assets Under Management As of December 31, 2022, we managed approximately $113,083,693 on a discretionary basis and $4,022,069 on a non-discretionary basis.