Redmont Wealth Advisors LLC (“Redmont,” “firm,” “we,” “us” or “our”) is an SEC-registered investment adviser with its principal place of business located in Chicago, Illinois. The firm began conducting business in 2020. The firm is principally owned by James Langer. Mr. Langer serves as Chief Investment Officer and Chief Compliance Officer of the firm and is responsible for the investment advisory functions of the firm. The firm provides a personalized, objective and responsive approach to assist clients in planning their financial objectives. The firm’s objective is to design personalized programs to help clients reach their life and financial goals. The firm provides continuous advice to a client regarding the investment of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client’s particular circumstances are established, we develop a client’s personal investment strategy and create and manage a portfolio based on that strategy. During this process, we determine the client’s individual objectives, time horizons, risk tolerance and liquidity needs. As appropriate, we also review and discuss a client’s prior investment history, as well as family composition and background. We generally manage client assets on a discretionary basis. Account supervision is guided by the client’s stated objectives (i.e., maximum capital appreciation, growth, income, or growth and income), which may include certain tax considerations. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. While our advisory services generally focus on portfolios of listed equities, fixed income instruments, mutual funds,

exchange-traded funds (“ETFs”) and closed-end funds, our investment recommendations are not limited to any specific security type. We also may provide our clients with access to third-party advisers, including advisers of private funds (each a “sub-adviser”). This service provides clients access to a wide range of investment opportunities and asset classes, including, but not limited to, international equities, emerging market equities, global fixed income and high-yield fixed income, private equity and options- related products. By combining sub-advisers with our in-house resources, we seek to optimize our customized portfolio management capabilities for clients. Where client assets are allocated to a sub-adviser, the sub-adviser has discretionary authority for the day-to-day management of the assets. We also provide financial planning services on a limited basis. Financial planning is a comprehensive evaluation of a client’s current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans. Financial planning clients receive an analysis which provides the client with a detailed financial plan designed to assist the client in achieving his or her financial goals and objectives. Where we only provide financial planning services to a client, we are not responsible for the implementation of any investment recommendations. As of December 31, 2023, Redmont has approximately $185,050,012 of regulatory assets under management on a discretionary basis. Redmont has approximately $2,037,848 of assets on a non-discretionary basis. As of December, Redmont has combined assets under management and assets under advisement of $187,087,860.