Our Advisory Business JM2 Capital Inc. has applied for registration with the Securities and Exchange Commission (SEC). The Adviser was founded in 2018 by John Mathena, who is the Adviser’s principal owner. Cameron Turner serves as the firm’s Chief Compliance Officer and Chief Investment Officer. Services JM2 Capital offers asset management and financial planning services, with an emphasis on building portfolios designed to meet the needs of our clients. Our focus is on helping you develop and execute plans that are designed to build and preserve your wealth. We are available during normal business hours either by telephone, fax, email, or in person by appointment to answer your questions. Active Asset Management Tailored Asset Management Services As part of the active asset management process we will meet with you to discuss your financial circumstances, investment goals and objectives, and to determine your risk tolerance. We will ask you to provide statements summarizing current investments, income and other earnings, recent tax returns, retirement plan information, other assets and liabilities, wills and trusts, insurance policies, and other pertinent information. Based on the information you share with us, we will analyze your situation and tailor a portfolio with appropriate asset allocations and investment strategy[ies]. Our recommendations and ongoing management are based upon your investment goals, objectives and risk tolerance. We will monitor the account, trade as necessary, and communicate regularly with you. We will work with you on an ongoing basis to evaluate your asset allocation as well as rebalance your portfolio to keep it in line with your goals as necessary. We will be reasonably available to help you with questions about your account. We will also provide financial planning services with your ongoing asset management. In performing financial planning services, we typically examine and analyze your overall financial situation, which may include issues such as taxes, insurance needs, overall debt, credit, business planning, retirement savings and reviewing your current investment program. Our services may focus on all or only one of these areas depending upon the scope of our engagement with you. * Please note that pursuant to the investment advisory agreement you are obligated to notify us promptly when your financial situation, goals, objectives, or needs change. * You shall have the ability to impose reasonable restrictions on the management of your account, including the ability to instruct us not to purchase certain mutual funds, stocks or other securities. These restrictions may be a specific company security, industry sector, asset class, or any other restriction you request. JM2 Capital ADV Part 2B March 23 Page 5 of 20 Under certain conditions, securities from outside accounts may be transferred into your advisory account; however, we may recommend that you sell any security if we believe that it is not suitable for the current recommended investment strategy. Additionally, trading may be required to meet initial allocation targets, after substantial

cash deposits that require investment allocation, and/or after a request for a withdrawal that requires liquidation of a position. Periodically, your account will most likely need to be rebalanced or reallocated in order to reestablish the targeted percentages of your initial asset allocation. The firm aims to rebalance accounts at least semi- annually. However, we shall rebalance accounts more frequently if needed, which is typically suitable after distributions and contributions. You will be responsible for all tax consequences resulting from the sale of any security, rebalancing or reallocation of the account. You are responsible for any taxable events in these instances. We are not tax professionals and do not give tax advice. However, we will work with your tax professionals to assist you with tax planning. You will be notified of any purchases or sales through trade confirmations and statements that are provided by the custodian. These statements list the total value of the account, itemize all transaction activity, and list the types, amounts, and total value of securities held. You will at all times maintain full and complete ownership rights to all assets held in your account, including the right to withdraw securities or cash, proxy voting and receiving transaction confirmations. We may also provide you with quarterly performance statements. These statements give you additional feedback regarding performance, educate you about our long-term investment philosophy, and describe any changes in current strategy and allocation along with the reasons for making these changes. Third-Party Money Manager We may determine that opening an account with a professional third-party money manager is in your best interest. We may have third-party money manager relationships with several third-party advisory firms. Our third-party money managers provide investment research and discretionary assets allocation for certain clients for whom we believe these services to be in their best interest. The money managers selected under these programs will have discretion to determine the securities they buy and sell within the account, subject to reasonable restrictions imposed by you. Due to the nature of these programs, each of the independent money managers is obligated to provide you with a separate disclosure document. You should carefully review this document for important and specific program details, including pricing. Under these programs, we shall:
• Assist in the identification of investment objectives
• Recommend specific investment style and asset allocation strategies
• Review performance and progress JM2 Capital ADV Part 2B March 23 Page 6 of 20
• Recommend reallocation among managers or styles within the program
• Recommend the hiring and firing of subadvisors You should read the ADV Part 2 disclosure document of subadvisor for complete details. Wrap Fee The Adviser does not sponsor or participate in a third-party sponsored wrap fee program. Assets Under Management As of the December 31, 2022, we have $112,058,788.80 in discretionary assets under management.