Firm Description Coastwise Capital Group, LLC, hereinafter (“the Adviser”) was founded in 2006 and is an investment adviser registered with the United States Securities and Exchange Commission (“SEC”). The Adviser provides investment advisory services to its clients through separately managed accounts. The advisory services include, among other things, providing portfolio management and financial advice regarding asset allocation and the selection of investments. Account management or supervision is guided by the stated objectives of the client. In addition, the Adviser considers the client’s risk profile and financial status prior to making any recommendations and as a fiduciary places the client’s financial interest ahead of its own.
• When the Adviser provides investment advice regarding retirement plan accounts or individual retirement accounts, the Adviser, they are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act (ERISA) and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way the Adviser makes money creates some conflicts with the interests of our clients, so they operate under a special rule that requires them to act in the client’s best interest. Under this special rule’s provisions, the Adviser must also meet a professional standard of care when making investment recommendations (give prudent advice); never put our financial interests ahead of yours when making recommendations (give loyal advice); avoid misleading statements about conflicts of interest, fees, and investments; follow policies and procedures designed to ensure that we give advice that is in your best interest; charge no more than is reasonable for our services; and give you basic information about conflicts of interest. The Adviser does not act as a custodian of client assets and the client always maintains asset control. The Adviser has discretion of client accounts and places trades for clients under a limited power of attorney. The Adviser also provides Financial Consulting services on securities and investment advice. The advisor also provides Financial Planning advice on topics that may include tax, budgetary, estate, and business planning analysis. Firm Owners Scott G. Kyle is the Managing Member, Chief Compliance Officer, and principal owner of the Adviser. Patrick Fischer is a partial owner of the Advisor. Types of Advisory Services: Asset and Portfolio Management Services to Separate Accounts The advisory services include, among other things, portfolio management, and providing advice regarding asset allocation and the selection of investments for client separate accounts. As part of the investment management service, all aspects of the client’s financial affairs are reviewed, and realistic and measurable goals are set and objectives to reach those goals are defined. As goals and objectives change over time, suggestions are made and implemented on an ongoing basis. The Adviser periodically reviews a client’s financial situation and portfolio through regular contact with the client. The scope of work and fee for an Advisory Service Agreement is provided to the client in writing prior to the start of the relationship. The agreement sets forth the services to be provided, the fees for the service and the terms of termination. An advisory client will have a period of five (5) business days from the date of signing the investment advisory agreement to unconditionally rescind the agreement and receive a full refund of all fees. Thereafter, either party may terminate the investment advisory agreement with 30 days written notice. Upon termination, fees will be prorated to the date of termination. As of December 31, 2023, the Adviser had approximately $164,172,686.14

in assets under management .
Through its investment management services, the Adviser may utilize various investments including investments in equities (stocks) - which may be exchange listed securities, over-the- counter securities or foreign equities, warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities, investment company securities (variable life insurance, variable annuities, and mutual funds shares), U. S. government securities, options contracts and futures contracts, and private placements in Limited Partnerships. When assets are invested in no-load or low-load mutual funds and exchange-traded funds, it is usually through brokers or fund companies. Fund companies charge each fund shareholder an investment management fee that is disclosed in the fund prospectus. Brokerages may charge a transaction fee for the purchase of some funds. The Adviser does not receive any compensation, in any form, from fund companies. Stocks and bonds may be purchased or sold through a brokerage account when appropriate. The brokerage firm charges a fee for stock and bond trades. The Adviser may also offer investment advice regarding private placements in Limited Partnerships. Financial Consulting and Financial Planning Services The Adviser provides financial consulting services. The Adviser may also provide financial planning services on non-securities advice on topics that may include tax and budgetary planning, estate planning, business planning and business analysis. Financial consulting and/or financial planning may be the only services provided to the client and do not require that the client use the investment advisory services offered by the Adviser. There is an inherent conflict of interest for the Adviser whenever a financial consultation and/or financial planning recommends use of professional investment management services or the purchase of products or securities in which the Adviser has a direct or indirect financial interest. The conflict of interest exists between the investment adviser and the interests of the client. The client is under no obligation to act upon the investment adviser’s recommendation, and if the client elects to act upon any recommendations, the client is under no obligation to affect the transaction through the investment adviser. A consulting and/or planning client will have a period of five (5) business days from the date of signing the agreement to unconditionally rescind the agreement and receive a full refund of all fees. Thereafter, the client may terminate the agreement by providing the Adviser with written notice prior to completion of the service. The Adviser considers fees for a consulting and/or planning project to be earned as progress is realized toward completion of the service. Under no circumstances will the Adviser earn fees in excess of $500 more than six months in advance of services rendered. Clients may be due a refund upon early termination of a Financial Consulting Agreement and/or a Financial Planning Agreement and the Adviser’s fees may be prorated to the date of termination. Wrap Fee Programs Coastwise Capital Group, LLC does not participate in any wrap fee programs as of this date. Assignment of Investment Management Agreements Investment Advisory and Financial Consulting Agreements may not be amended, transferred, or assigned without the prior written consent of the other party. Other The firm may release books or periodic newsletters and provide them to its clients or interested parties without a fee. Individuals are not required to receive or read this information and can opt out at any time. The CEO may enter into speaking arrangements or seminars. They are not a requirement for clients or individuals.