Investment Advisor Brochure 4A. Advisory Firm MGA is a registered limited liability company (LLC) investment advisor formed in May 2017. The firm is owned by Madison III LLC and Anton Gerdes Jr. Madison III is owned by David Kaplan, Tariel Aminov and Arik Eshel. MGA is focused on providing financial planning services and portfolio management to all customers. 4B. Advisory Services MGA provides financial planning and portfolio management to individuals and businesses in New York and other states. MGA acts as a fiduciary for all of its clients. That means MGA places the financial concerns of its clients ahead of its own and only acts within the best interests of the client. Prior to entering into any agreement, the client will be provided a Madison Global Advisor’s Form ADV Part 2. This Disclosure Brochure provides clients with information regarding MGA and the qualifications, business practices, and nature of advisory Services/relationships that should be considered before becoming an advisory client of MGA. MGA provides services in the following areas:  Financial Planning  Portfolio Management MGA will provide financial planning and analysis. Thus, MGA will help the client understand their overall financial picture and help chart a course of financial objectives. This will include consultation and advice regarding areas of concern including cash flow, planning for college, planning for retirement, education planning, planning for the purchase of a home, proper budgeting, and management of debt, charitable donations, insurance issues, health care planning, and retirement needs. The specific financial plan created will vary depending upon the specific needs of the client. To facilitate the financial plan MGA will interview the client and determine the specific financial concerns and needs. Once the needs are determined MGA will examine and analyze the information presented. Portfolio Management MGA has developed an approach to personal, professional, and business portfolio management which seeks to maximize long-term goals and expectations while managing risk. Therefore, prior to recommending any portfolio MGA will work with each client to understand their individual situation. This will include a review of the client’s financial goals, net worth, cash flow, tax planning, insurance needs, retirement planning, portfolio review, educational planning and charitable donations. After that consultation with a full understanding of the client’s personal, professional, business and financial situation a strategy can be recommended. Specifically, MGA will recommend selections of strategies that may include stocks, convertible

bonds, corporate debt securities, U.S. Government securities, certificates of deposit, mutual funds and exchange-traded funds and any other strategy deemed appropriate. 4C. Tailoring Services Each client’s needs and objectives may vary therefore MGA tailors its services to the needs of each client. Further, the client may place restrictions on investing in certain securities or certain types of securities. 4D. Wrap Fee Program Under the Wrap Program, Madison is able to offer participants discretionary investment management services for a single specified annual fee, inclusive of trade execution, custody, reporting, and investment management fees. The negotiable annual fee is based upon a percentage (%) of the total market value and type of assets placed under management, generally between 1.00% and 2.00%, which shall be based upon various objective and subjective factors, including, but not limited to: anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, complexity of the engagement, anticipated services to be rendered, grandfathered fee schedules, employees and family members, courtesy accounts, competition, negotiations with client and the level and scope of the overall investment advisory services to be rendered. Registrant’s annual investment management fee (and the RBC Wrap Fee Program fee) shall be prorated and debited quarterly, in advance, based upon the market value of the assets on the last day of the previous quarter. In the event that the fee is determined quarterly, in advance, based upon the market value of such assets on the last day of the previous quarter, Madison’s policy is to treat intra-quarter account additions and withdrawals equally, unless indicated to the contrary on the Madison’s written Brochure and/or Investment Advisory Agreement executed by the client. Participation in the Wrap Program and/or RBC Wrap Fee Program may cost more or less than purchasing such services separately. Under Madison’s wrap program, the client generally receives investment advisory services, the execution of securities brokerage transactions, custody and reporting services for a single specified fee. In addition, the fees charged for participation in the Wrap Program and/or RBC Wrap Fee Program may be higher or lower than those charged by other sponsors of comparable wrap fee programs. The terms and conditions of a wrap program engagement are fully discussed in Madison’s Wrap Fee Program Brochure. 4E. Assets Under Management As of September 19, 2022, MGA had approximately $54 million under management.