4 Fort Advisors Inc. FIRM INFORMATION Fort Advisors Inc. (“Fort Advisors,” “we,” “us,” “our”), a corporation formed in September 2018, is a registered investment advisory firm located in Austin, Texas. We became registered with the U.S. Securities and Exchange Commission in July 2023. PRINCIPAL OWNERS Fort Advisors is owned and controlled by its President, Justin Lee Fort, who also serves as the Chief Compliance Officer. INVESTMENT ADVISORY SERVICES Asset Management Services: We provide asset management services on a discretionary and non-discretionary basis in which investment advisers manage your accounts. Our services provide additional investment opportunities among stocks, bonds, mutual funds, exchange-traded funds (ETFs), Real Estate Investment Trusts (REITs), options, and additional securities. Our asset management services involve providing you with the continuous and ongoing supervision of your custodial accounts. Where appropriate, Fort Advisors also provides advice about legacy positions and/or other investments held in client portfolios which may be held away from the client’s primary custodian. Financial Planning and Consulting Services: We provide financial planning services that find ways to help you understand your overall financial situation and help you set financial objectives. We accomplish this by helping you review your financial goals, tax planning strategies, asset allocation, risk management, retirement planning, and other areas and objectives and then providing you with a written plan which will typically include general recommendations for a course of action or specific actions. Implementation of the recommendations will be at your discretion. Third-Party Money Management Services: We may recommend third-party money managers (“TPMMs”) to manage part or the client’s entire portfolio. TPMMs may be recommended when the TPMMs’ philosophy, investment strategy, and style meets the client's financial situation, investment objectives, and risk tolerance. The asset management services provided by the TPMMs, the compensation to be paid, and other terms of the relationship between the client and the TPMMs will be described in the TPMMs’ disclosure documents and its managed account agreement. We will pay a portion of the investment advisory fee paid by the client to the TPMMs. Private Investment Due Diligence Fort Advisors will recommend selected private investment funds for certain

high net worth clients and for whom such investments are suitable and appropriate. Our role will be limited to initial and ongoing due diligence and investment monitoring services. If a client chooses to become a private fund investor, the client will enter into a separate subscription agreement with the relevant private investment fund(s) and will incur separate fees that vary based upon the specifics of the fund(s). Assets invested in the private fund(s) are included in the calculation of Fort Advisors’ investment advisory fees. We do not receive any commissions or other forms of remuneration for recommending any investment with a private investment fund. Private funds are recommended only to clients that meet certain investor sophistication standards that are defined in the federal securities laws and 5 Fort Advisors Inc. regulations and within the issuer’s offering documents. Each fund manager will have a sophistication standard that a client must meet to invest in a fund. CLIENT INVESTMENT OBJECTIVES/RESTRICTIONS Fort Advisors offers the same suite of services to all our clients. However, specific client financial plans and their implementation are dependent upon the individual client’s Investment Policy Statement, which outlines a client’s current financial situation such as income, net worth, and risk tolerance levels. This information is essential in the development of a client-specific plan in the selection of investments that matches restrictions, needs, and targets. On a case-by-case basis, our clients may impose restrictions on investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent us from properly servicing the client’s account, or if the restrictions would require us to deviate from our standard suite of services, we reserve the right to end the relationship. We may request additional information and documentation such as current investments, tax returns, insurance policies, and estate plan. We will discuss your investment objectives, needs, and goals, but you must inform us of any changes. Unless directed by you, we do not independently verify any information provided to us by you or your attorney, accountant, or other professionals. WRAP FEE PROGRAMS Fort Advisors does not participate in, recommend, or offer wrap fee programs. ASSETS UNDER MANAGEMENT As of December 31, 2023, Fort Advisors managed $111,399,767 on a discretionary basis only.