Crown Oak Advisors offers a variety of advisory services, which include investment management services, as well as institutional consulting services. Prior to Crown Oak Advisors rendering any of the foregoing advisory services, clients are required to enter into one or more written agreements with Crown Oak Advisors setting forth the relevant terms and conditions of the advisory relationship (the “Advisory Agreement”). Crown Oak Advisors filed for registration as an investment adviser in July 2020 and is owned by Christopher Dodds and Andrew Dodds. As of June 8, 2023, Crown Oak Advisors had $ 133,308,999 in assets under management, all of which is managed on a discretionary basis. While this brochure generally describes the business of Crown Oak Advisors, certain sections also discuss the activities of its Supervised Persons, which refer to the Firm’s officers, partners, directors (or other persons occupying a similar status or performing similar functions), employees or other persons who provide investment advice on Crown Oak Advisors’ behalf and are subject to the Firm’s supervision or control. Investment Management Services Crown Oak Advisors manages client investment portfolios on a discretionary basis. Crown Oak Advisors primarily allocates client assets among various individual equity securities in accordance with their stated investment objectives. Where appropriate, the Firm also provides advice about any type of legacy position or other investment held in client portfolios, but clients should not assume that these assets are being continuously monitored or otherwise advised on by the Firm unless specifically agreed upon. Clients can engage Crown Oak Advisors to manage and/or advise on certain investment products that are not maintained at their primary custodian, such as variable life

insurance and annuity contracts and assets held in employer sponsored retirement plans and qualified tuition plans (i.e., 529 plans). In these situations, Crown Oak Advisors directs or recommends the allocation of client assets among the various investment options available with the product. These assets are generally maintained at the underwriting insurance company or the custodian designated by the product’s provider. Crown Oak Advisors tailors its advisory services to meet the needs of its individual clients and seeks to ensure, on a continuous basis, that client portfolios are managed in a manner consistent with those needs and objectives. Crown Oak Advisors consults with clients on an initial and ongoing basis to assess their specific risk tolerance, time horizon, liquidity constraints and other related factors relevant to the management of their portfolios. Clients are advised to promptly notify Crown Oak Advisors if there are changes in their financial situation or if they wish to place any limitations on the management of their Page | 5 © MarketCounsel 2023 portfolios. Clients can impose reasonable restrictions or mandates on the management of their accounts if Crown Oak Advisors determines, in its sole discretion, the conditions would not materially impact the performance of a management strategy or prove overly burdensome to the Firm’s management efforts. Institutional Consulting Services Crown Oak Advisors renders investment and non-investment related consulting services to various institutions and independent third parties as part of its institutional consulting services. Crown Oak Advisors’ institutional consulting services are specialized engagements individually negotiated with each institution based upon their specific needs. Crown Oak Advisors charges a fixed fee for these services.