Olive Branch Capital, LLC (hereinafter called “OBC” is a Registered Investment Adviser based in Olive Branch, Mississippi, and incorporated under the laws of the State of Mississippi. OBC is owned by Chris Etheridge and Scott Coleman. OBC is registered with the U.S. Securities and Exchange Commission and is subject to its rules and regulations. Founded in June 2019, OBC provides investment advisory services, which may include, but are not limited to, the review of client investment objectives and goals, recommending asset allocation strategies of managed assets among investment products such as cash, stocks, mutual funds and bonds, annuities, and/or preparing written investment strategies. Our investment advice is tailored to meet our clients’ needs and investment objectives. Clients may impose restrictions on investing in certain securities or types of securities (such as a product type, specific companies, specific sectors, etc.) by providing a signed and dated written notification, of which an e-mail is also an acceptable form of notification. OBC also provides financial planning consulting services including, but not limited to, risk assessment/management, investment planning, estate planning, financial organization, or financial decision making/negotiation. OBC provides investment advisory and other financial services through its Investment Advisory Representatives ("IAR") to accounts opened with OBC. Managed Accounts are available to individuals. OBC provides discretionary and non-discretionary investment advisory services to some of its clients through various managed account programs. OBC will assist clients in determining the suitability of the Managed Account Programs for the client. The IAR is compensated through a comprehensive single fee and the account may be assessed other charges associated with conducting a brokerage business. OBC and its IAR, as appropriate, will be responsible for the following:
• Performing due diligence
• Recommending strategic asset and style allocations
• Providing research on investment product

options, as needed
• Providing client risk profile questionnaire
• Obtaining investment advisory contract from client with required financial, risk tolerance, suitability and investment vehicle selection information for each new account
• Performing client suitability check on account documentation, review the investment objectives and evaluate the investment vehicle selections
• Providing Firm Brochure (this document) OBC may recommend a Wrap Fee Program for the client’s account(s). A “wrap fee program” for purposes of the SEC is a program under which investment advisory and brokerage execution services are provided for a single “wrapped” fee that is not based on the transactions in a client account. Clients with Wrap Fee Program accounts will be provided with OBC’s Wrap Fee Brochure. We may use a third-party platform (“Pontera,” formerly known as “FeeX”) to facilitate discretionary management of held away assets such as defined contribution plan participant accounts. The platform will allow us to avoid being considered as having custody of Client funds since we would not have direct access to Client log-in credentials to affect trades. We are not affiliated with the platform in any way and receive no compensation from Pontera for using their platform. A link will be provided to the Client allowing them to connect an account(s) to the platform. Once Client account(s) is connected to the platform, Adviser will review the current account allocations. When deemed necessary, Adviser will rebalance the account considering client investment goals and risk tolerance, and any change in allocations will consider current economic and market trends. The goal is to improve account performance over time and manage internal fees that harm account performance. Client account(s) will be reviewed at least quarterly, and allocation changes will be made as deemed necessary. Assets Under Management As of February 28, 2024, the firm manages $120,479,972 discretionary client assets and $0 non- discretionary client assets. Form ADV, Part 2A, Item 5