General Information Dolan Capital Advisors, Inc. ("DCA") was formed in 2015, and primarily provides investment management services to its clients. Benjamin T. Dolan is the sole principal owner of DCA. The following paragraphs describe our services and fees. Refer to the description of each investment advisory service listed below for information on how we tailor our advisory services to your individual needs. As used in this brochure, the words "DCA," "we," "our," and "us" refer to Dolan Capital Advisors, Inc., and the words "you," "your," and "client" refer to you as either a client or prospective client of our firm. At the outset of each client relationship, DCA spends time with the client, asking questions, discussing the client's investment experience and financial circumstances, and broadly identifying major goals and objectives of the client. Depending on each client's unique circumstances or specific request, DCA's services may be broad-based or focused on a particular area. Investment Management We offer discretionary and non-discretionary investment management services. Our investment advice is tailored to meet our clients' needs and investment objectives. If you participate in our discretionary portfolio management services, we require you to grant our firm discretionary authority to manage your account. Discretionary authorization will allow us to determine the specific securities, and the amount of securities, to be purchased or sold for your account without your approval prior to each transaction. Discretionary authority is typically granted by the investment advisory agreement you sign with our firm and the appropriate trading authorization forms. We may also offer non-discretionary portfolio management services. If you enter into non-discretionary arrangements with our firm, we must obtain your approval prior to executing any transactions on behalf of your account. You have an unrestricted right to decline to implement any advice provided by our firm on a non- discretionary basis. As part of our portfolio management services, in addition to other types of investments (see disclosures below in this section), we may invest your assets according to one or more model portfolios developed by our firm. These models are designed for investors with varying degrees of risk tolerance ranging from a more aggressive investment strategy to a more conservative investment approach. Clients whose assets are invested in model portfolios may not set restrictions on the specific holdings or allocations within the model, nor the types of securities that can be purchased in the model. You may limit our discretionary authority (for example, limiting the types of securities that can be purchased or sold for your account) by providing our firm with your restrictions and guidelines in writing. However, such restrictions will impact the composition and performance of your portfolio. For these reasons, the performance of the portfolio may not be identical with our average client. Financial Planning Depending on a client's particular situation, financial planning may include some or all of the following: gathering factual information concerning the client's personal and financial situation; analyzing the client's present situation and anticipated future activities in light of the client's financial goals and objectives; identifying problems foreseen in the accomplishment of these financial goals and objectives and offering alternative solutions to the problems; making recommendations to help achieve retirement plan goals and objectives; designing an investment portfolio to help meet the goals and objectives of the client; estate planning review and recommendations; insurance policy April 8, 2024 Form ADV Part 2A Disclosure Brochure Page 5 of 16 review and recommendations; education funding; tax efficient investment strategies; cash flow and budgeting analysis. Generally, financial planning is part of our investment management services; however, financial planning is also provided as a stand-alone service. Clients are under no obligation to use any recommended professional or act upon any recommendations

made by DCA. However, most clients subsequently choose to retain DCA for investment management services at the conclusion of the planning engagement. Held Away Assets Upon request, we will also manage client assets “held-away” at other custodians, administrators, or product providers. This service primarily applies to ERISA and non-ERISA plan assets, such as 401(k)s and 403(b)s, and variable insurance products. Investment selection is limited to the investment options approved by the plan administrator or product provider. Because of this, our advisory services to held-away accounts are limited to those available investment options. Client held-away account(s) will be reviewed by DCA at least quarterly and, when deemed necessary, we will engage in allocation changes or rebalancing strategies. For held-away accounts, we may use a third-party intermediary’s order management system to facilitate trading activities. If a client elects to engage our advisory services for a held-away account and we use a third-party intermediary’s order management system to facilitate trading activities, the client will be required to enter a user-agreement with the third-party. We are not affiliated with a third-party and we receive no compensation for using the order management system. Important Note to Retirement Investors: When we (the firm and your financial professional) provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act of 1974, as amended (“ERISA”) and/or the Internal Revenue Code, as amended (“IRC”), as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under an exemption that requires us to act in your best interest and not put our interest ahead of yours. We have a conflict of interest with you when we recommend a rollover / transfer of retirement assets and receive more compensation as a result. We mitigate this conflict of interest by providing you with relevant information, reviewing that information with you, answering your questions, and recommending only alternatives that we believe are in your best interest. We have provided you with other required disclosures, along with your account terms and conditions and/or advisory agreement that describe the specific services we will perform and/or terms and conditions of our relationship with you. This is important information so please read it carefully. If we provide you, as a plan participant, with individualized investment advice for your ERISA or non-ERISA plan assets, such as 401(k)s and 403(b)s, our advice is limited to the investment options approved by the plan. Because of this, our advisory services are limited to those available investment options and your retirement account will be reviewed by us at least quarterly and, when deemed necessary, your financial professional will advise on allocation changes or rebalancing strategies. Wrap Fee Programs We do not participate in any wrap fee program. Types of Investments We primarily offer advice on mutual funds and exchange-traded funds ("ETFs"). Refer to the Methods of Analysis, Investment Strategies and Risk of Loss below for additional disclosures on this topic. April 8, 2024 Form ADV Part 2A Disclosure Brochure Page 6 of 16 Additionally, we may advise you on various types of investments based on your stated goals and objectives. We may also provide advice on any type of investment held in your portfolio at the inception of our advisory relationship. Since our investment strategies and advice are based on each client's specific financial situation, the investment advice we provide to you may be different or conflict with the advice we give to other clients regarding the same security, investment, or investment strategy. Assets Under Management As of March 11, 2024, we provide continuous management services for $127,233,025 in client assets on a discretionary basis.