A. OWNERSHIP/ADVISORY HISTORY Advisor is a Washington Limited Liability Company formed on June 14th, 2014. At the time of formation, Jeffery P. Lewis, the Advisor’s sole owner and managing member, used the firm as his trade name while was registered as an investment adviser representative with Retirement Wealth Advisors, LLC. On March 26, 2021, the firm transitioned from State of Washington registration to being federally registered with the Securities and Exchange Commission (SEC). Additional information about Mr. Lewis can be found in Supplemental Brochure, Form ADV – Part 2B. B. ADVISORY SERVICES OFFERED Advisor is the asset management and financial planning division of Epic Trust Financial Group LLC and offers a variety of investment management, financial planning, portfolio monitoring and third-party manager monitoring services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, other investment advisers and the clients of such independent investment advisers. i. Investment Advisory and Portfolio Management Services Advisor offers a diverse menu of investments strategies covering Strategic, Tactical, and Dynamic Asset and Security Allocation approaches. Advisor may use a combination of individual stocks, bonds, mutual funds, ETFs, or options contracts in its investment strategies to reach the client’s long term investment objectives. As with most long-term investment strategies, Advisor’s diverse investment strategy menu utilizes strategies that are designed to purchase securities with the expectation that the value of those securities will grow over a relatively long period of time, generally greater than one year. The risk associated with using a long-term purchase strategy is that it generally assumes the financial markets will go up in the long-term, which may not be the case. There is also the risk that the segment of the market that the client is invested in or perhaps just that client’s particular investment will go down over time even if the overall financial markets advance. Purchasing investments long-term may create an opportunity cost - "locking-up" assets that may be better utilized in the short-term in other investments. Advisor manages client accounts on a discretionary basis and has discretionary authority regarding the securities to be bought or sold, the amount of securities to be bought or sold as well as the authority to hire and terminate third-party money managers. Account supervision is generally guided by the stated objectives of the client (e.g., capital appreciation, growth, income, or growth and income). Consideration is also generally given to the allocation of assets among securities-based investment strategies and managers and recommendations and selections are generally tailored to the client’s overall investment objectives and risk profiles. Advisor’s investment committee also seeks to perform due diligence on third- Epic Trust Investment Advisors, LLC Page 2 ADV Part 2A – 03/26/2024 party money managers and investment solutions prior to these being offered through the Advisor platform and then strives to perform ongoing due diligence as to such managers and solutions. ii. Selection of Other Advisors Advisor may utilize or recommend sub-advisers or third-party money managers (“TPMMs”) to clients. Advisor will generally be compensated

via a fee share with the TPMMs to which it directs those clients. The fees shared will not exceed any limit imposed by any regulatory agency. Before recommending TPMMs to clients, Advisor performs due diligence and research on such TPMMs. iii. Financial Planning Services: Advisor’s Financial Planning Services covers income planning, social security planning, retirement planning and pension plan review. Over the course of three meetings, Advisor reviews the client’s current financial situation and then compares it to other scenarios using Monte Carlo Method software. The Monte Carlo Method projects the likelihood of achieving one’s financial or retirement goals and whether a retiree will have enough income to live on for life, given a wide range of outcomes in the markets. The service’s goal is to assist the client with his/her financial decision-making process. PLEASE NOTE: When we provide financial planning services and the client implements the financial plan through one of our representatives, the representative will receive compensation in the form of a commission or fee. This creates a conflict of interest between the representative and the client. Therefore, when providing financial planning services, we would like clients to note: (a) a conflict exists between the representative’s interests and the interests of the client, (b) the client is under no obligation to act upon the recommendation, and (c) if the client elects to act on any of the recommendations, the client is under no obligation to effect the transaction through the representative. iv. ERISA & Qualified Plan Services Advisor offers to ERISA and other Qualified Plans consulting services that involve one or more of the following services, either onsite or through an electronic medium, as requested by the Plan:
• Enrollment meetings to Plan participants
• Education as to the Plan’s options and features
• Education for employees on financial topics such as compound interest, debt, benefits of financial planning as examples
• Discuss with HR payroll and related matters pertaining to Plan services and enrollment issues that may arise
• Individual discussions with employees regarding Plan features and operations
• Discuss investment changes with the Plan’s trustees that the 3(38) Plan fiduciary makes from time to time
• Acts as the 3(38) Plan investment fiduciary to select and monitor investment options available to plan participants
• Periodically benchmark the plan as to costs and benefits to other plan providers to assess Epic Trust Investment Advisors, LLC Page 3 ADV Part 2A – 03/26/2024 the Plan's competitiveness for industry, size, and features C. CUSTOMIZED SERVICES Advisor’s services may be customized to each client as requested and after review by a member of the portfolio management team. Clients may place restrictions on securities held in accounts. All restrictions must be presented in writing. D. WRAP PROGRAM Advisor does not offer a Wrap Program. E. ASSETS MANAGED As of December 31, 2023, the firm manages approximately $233,664,612 in individual client accounts on a discretionary basis. Advisor also manages approximately $43,776,611in employer sponsored retirement accounts on both a non-discretionary and discretionary basis depending on the employer and its engagement with Advisor.