Ownership Advisors Crypto, Inc., hereinafter referred to as "AC', the "firm" or "we", is an SEC registered investment advisory firm, wholly owned by KG Advisors IV, LP, which is majority owned by KG, Inc. Eric Kendrick is KG, Inc.’s majority owner. Our Advisory Services AC provides discretionary investment advisory services to clients separately managed accounts primarily over the internet via its interactive online platforms. Our programs seek to provide personalized, long-term oriented investment portfolios that are invested in our proprietary equity, balanced and cryptocurrency model strategies. Each model strategy is comprised primarily of a concentrated basket of equities (long) along with possible hedging to protect against market downturns (short). The cryptocurrency model strategy is comprised of large-cap cryptocurrency assets (“crypto assets”). AC aims to grow clients’ capital over a multi-year time horizon and full market cycle. Clients are invested in a personalized blend of our strategies based on personal information, including investment risk and financial parameters. An algorithm is used to then monitor portfolios and the respective mix in each strategy. AC uses the information from a suitability questionnaire to tailor its investment recommendations in accordance with each client’s investment risk and financial parameters and objectives. For each Client’s portfolio plan, AC considers the client’s employment status, income, investment goals and reasons to invest, time horizon and net assets. AC evaluates each client’s responses and proposes a portfolio plan from among conservative, moderate to aggressive growth portfolios. The model portfolio recommendation created by AC for each client is based solely upon the information provided in the suitability questionnaire. As such, the investment plan recommendations are limited by and relies on the accuracy and completeness of the information provided by the Client. AC does not capture any additional information not covered in the questionnaire in making its risk assessment and providing its investment advice. The only type of restrictions a client may impose are the risk level (conservative, moderate and aggressive growth) associated with their client accounts, and the amount of assets invested, if assets may be hedged, and if assets will be invested in crypto assets. Each client is able to change his/her risk profile or select (switch to) a portfolio with a different

risk profile. Clients are obligated to update their information through the AC website or app promptly if there are changes to their financial situation, goals, objectives, personal circumstances, time horizon or if other relevant information changes or becomes available. AC monitors and manages client accounts, including but not limited to security and crypto asset selection, rebalancing, and other investment considerations. As the value of a client’s investments fluctuate, the portfolio could diverge from a Client’s desired risk preferences. Rebalancing, the practice of adjusting a client’s portfolio back to its original desired risk preference, typically occurs during the course of AC’s research processes, may occur opportunistically or on a chronological cadence. AC seeks to ensure that client assets are managed in a manner consistent with their individual investment objectives and risk tolerance, securities and crypto asset transactions effected pursuant to a model investment strategy are usually done without regard to a client’s individual tax ramifications or market conditions. Limited Financial Planning Services Financial planning services are offered on a limited basis to fewer than 15 clients per year. Financial plans may encompass the following areas of financial concern to the client: Retirement Planning; Education Planning; Risk Management; Investments; Estate Planning. A written financial plan may be prepared and provided, although in many cases there is no written comprehensive document. The implementation of financial planning recommendations is entirely at client’s discretion. Financial plans are not limited in any way to products or services provided by any company and implementation may be done with any appropriately licensed firm or individual. Tailored Services Appropriate information will be obtained through personal interviews including a discussion of client’s current financial status, future goals and attitude towards risk and the review of related documents and data provided by client. In performing its services, AC shall rely on the information provided by clients for making, reviewing, evaluating or revising AC recommendations and/or services. Clients are responsible for advising AC if there is a change in the financial situation or investing objectives. Assets under Management As of December 31, 2023, the firm has $16,663,472 in discretionary regulatory assets under management.