SVCP primarily offers investment management services to its clients. The Firm has been an independent registered investment adviser since July 2003 and is wholly owned by Christopher K. Combs. As of December 31, 2023, SVCP has $860,408,704 in assets under management, all of which was managed on a discretionary basis. Prior to the rendering of any investment management services, clients are required to enter into one or more written agreements with SVCP setting forth the relevant terms and conditions of the advisory relationship (the “Agreement”). While this brochure generally describes the business of SVCP, 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 any other person who provides investment advice on SVCP’s behalf and is subject to the Firm’s supervision or control. Investment Management Services SVCP manages client investment portfolios on a discretionary basis. Financial planning and consulting services, as discussed below, may also be rendered in conjunction with investment management services. SVCP primarily allocates client assets among various types of equity and fixed income securities, in accordance with the investment objectives of its individual clients. Equity securities include individual stocks, as well as stock mutual funds and exchange-traded funds (“ETFs”). Fixed income securities include individual bonds, certificates of deposit, and bond ETFs. When appropriate, the Firm may help its clients transfer an existing annuity to a Fidelity Personal Retirement Annuity® in order to provide its clients with investment management services regarding the annuity’s underlying investment options. In more limited circumstances, the Firm may provide advice about any type of legacy position or other investment held in client portfolios. SVCP tailors its advisory services to meet the needs of its individual clients and continuously seeks to ensure that client portfolios are managed in a

manner consistent with their specific investment profiles. SVCP consults with clients on an initial and ongoing basis to determine their specific risk tolerance, time horizon, liquidity constraints and other qualitative factors relevant to the management of their portfolios. Clients are advised to promptly notify SVCP if there are changes in their financial situation or if they wish to place any limitations on the management of their portfolios. Clients may impose reasonable restrictions or mandates on the management of their accounts if SVCP 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. Financial Planning and Consulting Services SVCP offers clients a range of financial planning and consulting services, which may include any or all of the following functions: Business Planning Cash Flow Forecasting Asset Allocation Retirement Planning Estate Planning Financial Reporting Investment Consulting Insurance Needs Analysis Retirement Plan Analysis Charitable Giving Risk Management Distribution Planning In performing these services, SVCP is not required to verify any information received from the client or from the client’s other professionals (e.g., attorneys, accountants, etc.) and is expressly authorized to rely on such information. SVCP may recommend the services of itself, its Supervised Persons, or other professionals to implement its recommendations. Clients are advised that a conflict of interest exists if clients engage SVCP to provide additional fee-based services. Clients retain absolute discretion over all decisions regarding implementation and are under no obligation to act upon any of the financial planning or consulting recommendations made by SVCP, or to engage the services of any such recommended professionals, including SVCP itself. Research Report SVCP also publishes a proprietary research report at least biannually entitled Where Are We Now®, which is made available to qualifying clients as part of the Firm’s investment management offering.