Description of Advisory Firm Bespoke Advisory, a Wyoming limited liability company, is an SEC-registered investment advisory firm headquartered in Evergreen, CO. Bespoke Advisory was formed in September 2022 and is principally owned by Bespoke Group Unlimited, LLC. This Brochure provides information regarding the qualifications, business practices, and advisory services provided by Bespoke Advisory. Description of Advisory Services Offered Bespoke Advisory is a wealth management firm offering investment advisory services, serving as a multi-family office for high-net-worth and ultra-high-net-worth individuals and their families (“Client” or “Clients”). The foundation of the wealth of many of our Clients are digital assets and as such, we work to protect and maximize these assets for our Clients and their families, and we may also help design tailored investment strategies for such assets. However, Clients of Bespoke Advisory may also invest in more traditional asset classes, and We work with each of our Clients to address their specific investment goals and objectives. We aim to provide holistic analysis and tailored investment account strategies and utilize third-party investment advisory firms that are screened and selected to give exposure to specialized strategies within the tailored accounts. We tailor our advisory services to the specific needs of our Clients by determining, in consultation with each Client, the types of services the Client wants or needs. We then develop a customized Investment Policy Statement (“IPS”) that includes, but is not limited to, the Client’s existing assets, investment preferences and objectives, and philanthropic objectives. The IPS sets investment parameters that guide us when we make decisions about each Client’s account. Under Bespoke Advisory’s Client advisory agreements, We may have full, partial, or no discretion over a Client investment decision, as determined by each Client. Tailoring of Advisory Services and Client Imposed Restrictions Bespoke Advisory seeks to tailor and offer individualized advice to our Clients, as described above. Each Client may, at any time, impose reasonable restrictions, in writing, on Bespoke Advisory. Some of the third-party management and advisory firms selected and used by Bespoke Advisory may have associations or affiliations with Bespoke Advisory. These relationships present a number of potential conflicts of interest. However, any such relationship will be disclosed and discussed with the Client before an affiliated entity is engaged. Additionally, non-advisory services provided by an affiliate of Bespoke Advisory may result in separate fees being charged to the Client. These fees will generally be covered and disclosed to the Client under agreements that are separate from a Client advisory agreement with Bespoke Advisory. Clients have full discretion as to whether or not affiliates of Bespoke Advisory may be used to perform additional services for them. We have a fiduciary duty to our Clients and although We are focused on sourcing top-tier providers and using the best solutions for each Bespoke Client, Bespoke Advisory will always follow the direction of the Client with regards to Our affiliates and their concerns when addressing potential conflicts of interest. However, with the high level of complexity and limited selection of solution providers, especially in the digital asset space, We often rely on our existing relationships to deliver comprehensive tailored solutions across all aspects of asset and wealth management for our Clients. Bespoke Advisory may also provide consolidated performance reporting of the assets under management for certain Clients, and in some cases, develop customized reporting for

other assets under advisory or assets not managed by Bespoke Advisory. This reporting relies on the underlying custodian’s data and the Client can always access the underlying data directly from the custodians. Family Office Services In addition to the advisory services described above, Bespoke Service Company LLC (“BSC”), an affiliate of Bespoke Advisory, may provide additional tailored, family office services. These services may include, but are not limited to, comprehensive analysis of existing estate plans, tax return and cash flow analysis with client tax advisors, cash flow mapping, wealth transfer and related gift and estate tax planning analysis and coordination with the Client’s estate planning advisors, philanthropy and charitable gift strategy planning and implementation, lifestyle support services, payment processing including bill pay, family governance development and implementation, family education and transition planning, serving in roles on family committees, working with the Client’s existing legal, accounting and tax teams for effective implementation of comprehensive strategies and other services typically undertaken by family offices on behalf of their Clients. BSC may deliver these services after initial consultation with the Client and in coordination with the Client’s existing outside advisors, including legal counsel, accounting professionals, insurance providers, philanthropic advisors, and family office staff (or, in their absence, advisors recommended by Bespoke Advisory/BSC and selected by the Client). If requested by a Client and agreed to by Bespoke Advisory/BSC, family office services can be provided with respect to Client assets and liabilities beyond Bespoke Advisory’s assets under management. This can take the form of an assets under advisory format or another fee structure and will always be disclosed and discussed with the Client prior to implementation. BSC employees, can in certain cases, upon request from the Client, serve individually in roles such as strategic adviser or manager for entities owned or controlled by Bespoke Advisory/BSC Clients. These non-advisory services may result in additional fees that will be negotiated and agreed to with a Client on an individual basis and with a separate service agreement. Administrative Services In addition to the advisory and family office services above, Bespoke Advisory Nevis (“BA Nevis”), an affiliate of Bespoke Advisory, provides offshore administrative services to Clients including communication with offshore custodians, completing administrative documentation, trust protector services for foreign estate planning structures, and other non-investment related services for Clients’ offshore estate planning structures. BA Nevis does not source non-US clients for Bespoke Advisory or any of its affiliates. These non- advisory services may result in additional fees that will be negotiated and agreed to with the Client on an individual basis and with a separate service agreement. BA Nevis is not an investment adviser; however, it operates in accordance with Bespoke Advisory's code of ethics adopted to comply with SEC rule 204A-1 and Bespoke Advisory’s written policies and procedures adopted and implemented in accordance with SEC rule 206(4)-7. Wrap Fee Programs Bespoke Advisory does not participate in any wrap fee programs. Regulatory Assets Under Management As of December 31, 2023, Bespoke Advisory manages approximately $0 regulatory assets under management on a discretionary basis and $372,602,170 regulatory assets under management on a non-discretionary basis. This AUM number does not differ from the regulatory assets under management shown on Form ADV Part 1, Item 5.