Advisory Business Cayside Partners, LLC (“CSP”) was launched in 2019 to provide investment advisory services to clients. CSP is organized as a Limited Liability Company (LLC) with the principal place of business in Palm Beach/Jupiter, FL. CSP is registering with the Securities and Exchange Commission (CRD#: 306090) as of the date of this filing and owned and operated by Todger Strunk (CRD#: 5161511), Tanner Strunk (CRD#: 6079179) and Colin Hickey (CRD#: 5803336). This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by CSP. Investment Advisory Services CSP provides investment advisory solutions to individuals, families and businesses (each referred to as a “client”) CSP provides investment advisory solutions for its Clients. This is achieved through Client contact and interaction while providing discretionary and non-discretionary investment management services. CSP works with each Client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to create investment portfolio solutions. CSP will subsequently recommend a portfolio of assets, including exchange-traded funds (“ETFs”), mutual funds, individual stocks, bonds and other security types to achieve the Client’s investment goals. Prior to engaging CSP to provide investment advisory services, each Client is required to enter into an Investment Advisory Agreement with the Advisor that defines the terms, conditions, authority and responsibilities of the Advisor and the Client. This allows CSP to better tailor our services to the individual needs of the client. This may include: 1) Establishing an Investment Policy Statement – CSP, in connection with the Client, may develop a statement that summarizes the Client’s investment goals and objectives along with the broad strategies to be employed to meet the objectives. An Investment Policy Statement generally includes specific information on the Client’s stated goals, time horizon for achieving the goals, investment strategies, Client risk tolerance and any restrictions imposed by the Client. 2) Asset Allocation – CSP will develop a strategic asset allocation that is targeted to meet the investment objectives and tolerance for risk for each Client. 3) Portfolio

Construction – CSP will develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client. 4) Investment Management and Supervision – CSP will provide investment management and ongoing oversight of the Client’s portfolio and overall account. Retirement Accounts: CSP may provide services to a trustee and/or plan sponsor of a 401k plan or other Retirement services to assist them in managing their fiduciary responsibilities and other activities related to their employee retirement plans. In this capacity, we may attend quarterly/annual meetings, assist in the selection of investments, monitor client’s investments, and participate in employee communications and education programs, among other activities. CSP is a fiduciary under the Investment Advisers Act of 1940, and when we provide investment advice to you regarding your retirement plan account or individual retirement account, we are also fiduciaries subject to Title 1 of the Employee Retirement Income Security Act (“ERISA”) and/or the Internal Revenue Code (“IRC”), as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a rule that requires us to act in your best interest and not put our own interest ahead of yours. Financial Planning: CSP 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. Family Office Services: CSP also provides Family office services. These services are customizable to fit the needs of our clients and will vary as they are tailored specifically for each family. Family office services may include, but are not limited to, consolidated reporting and monitoring, multi-generational planning, strategic fiduciary services, charitable giving, billpay and bookkeeping, risk assessment/management, financial administration and organization. Assets Under Management As of February 7, 2024, CSP manages the following assets: Assets Under Management Assets Discretionary Assets $102,143,752 Non-Discretionary Assets $60,351,284 Total $162,495,036 Clients may request more current information at any time by contacting the Advisor.