CK Advisors is a New York limited liability company with its principal place of business in Rye, New York. The Advisor started managing securities accounts for clients in September, 2006 and has been registered with the SEC as an investment adviser since 2016. CK Advisors is owned and operated by its two principals and sole employees, Daniel K. Cantor and Jeffrey C. Kinzel. Type of Advisory Service Offered. The Advisor provides investment supervisory services with regard to securities accounts for high net worth individuals and their related entities. Advisor also provides such services for profit sharing plans and endowments. Advisor will manage advisory accounts on a discretionary or non-discretionary basis. For most accounts Advisor will create a portfolio primarily comprised of individual equities, but a portfolio may also include, when appropriate, bonds, mutual funds, and other investment products, or be invested solely in fixed income securities. Advice is normally limited to the management of clients’ securities accounts which consist of assets allocated by the clients for investment in publicly-traded securities. The Advisor will work with clients to help clients determine an appropriate portion of their assets to allocate for such investment. Individual Needs of Clients. Normally one-on-one meetings with clients occur either in person or by telephone at least annually. The purpose of such meetings is to review account performance, answer any questions and ascertain whether the client’s individual needs or goals have changed. In addition, the advisory agreement requires clients to call the Advisor if at any time they believe their needs or goals have changed with regard to their securities account. Clients are strongly encouraged to call if they have questions concerning activity in their accounts. Clients may impose restrictions on investments in certain types of securities or specific securities. Clients are advised however that such restrictions may negatively impact account performance. Short Term Idle Cash Investment. Cash not otherwise invested by Advisor will be used by the custodian and will generate an interest return for the client. The Advisor may move some or all of such idle cash to U.S. treasury securities and/or a cash reserve fixed income mutual fund generating a higher interest return or,

in unusual circumstances, a lower rate of return. If the cash is invested through a mutual fund, then an affiliate of the custodian will normally be the manager of such fund and a portion of the interest earned will be allocated for payment of the mutual fund’s separate management fee. The Advisor is not affiliated with the custodian, does not share in its fee and does not participate in the mutual fund’s investment decisions. No Advice on Legacy Investments. From time to time, advisory clients may have pre-existing investments that they do not want actively managed by Advisor (“Legacy Investments”). Legacy Investments will not be actively managed by Advisor although they will be incorporated into the client’s quarterly summary reports prepared by Advisor. Legacy Investments will not be part of the client’s account for investment advisory fee calculation purposes. The client will retain sole investment authority for Legacy Investments. No Advice on Client Directed Orders. From time to time, clients may direct Advisor to purchase or sell securities on their behalf (“client directed transactions”). Advisor does not take investment advisory responsibility for such transactions. Further, Advisor retains the discretion to include or exclude such investments from the client’s portfolio managed by Advisor. If securities purchased in this manner are held in a segregated portion of the Client’s account (e.g., non-managed assets) then such securities shall not be included in the valuation of the account for purposes of calculating the advisory fee payable by client for Advisor’s investment advisory services. Advisor will not provide investment advisory services with regard to such holdings. No Advice on Class Actions, Bankruptcies and Other Legal Proceedings. Advisor will neither advise nor act on behalf of clients in legal proceedings involving companies whose securities are held in client accounts, including, but not limited to, the filing of “Proofs of Claim” in class action settlements. The custodian transmits copies of class action notices directly to the client. Assets Under Management. As of December 31, 2023, Advisor had approximately $72.4 million in assets under management, all of which were managed on a discretionary basis. This amount includes assets managed for the Advisor’s principals and their immediate families.