A. Description of Advisor Firm The Rudd Company, LLC is doing business as Styre Wealth ("SW" or "Advisor") and is a registered investment adviser with the Securities and Exchange Commission and is a Limited Liability Company organized in the State of Texas. SW manages investment assets and/or provides investment consulting services for individuals, families, and institutions. SW was formed in 2009 and became a registered investment adviser in August of 2017. The firm’s principal owner and Chief Compliance Officer is Joshua A. Rudd. SW also utilizes the DBA Styre Retirement when offering Retirement Plan consulting services. SW is an independent investment management and consulting company. We provide objective investment advice and asset management services for individuals and institutions. We specialize in serving high net-worth clients with tax concerns, liquidity needs, and those who want to incorporate their faith and family values into their investment choices. We also assist small to medium sized businesses with retirement plan selection, implementation, and ongoing management. B. Advisory Services Offered Private Client
• SW provides asset management services for private clients using individual equities, fixed income instruments, and strategies limited to mutual funds and/or ETFs. All accounts have a primary goal of maximizing returns relative to risk.
• After a series of discovery meetings via phone or in person, SW recommends account specific strategies based on many factors, including the client’s goals and objectives, investing experience, communicated risk tolerance, trading costs, and long-term financial resources.
• SW manages client assets on a discretionary basis, which means that SW does not seek permission from clients prior to selecting securities and executing transactions. SW also holds non-billable, non-discretionary accounts for clients strictly for custody and cash management purposes. All non-discretionary accounts are client directed only and are not managed or monitored by SW. Retirement Plan Consulting
• SW provides business retirement plan consulting services to plan sponsors of employer-sponsored retirement plans for which it has been specifically engaged, in addition to supporting affiliated companies through other non-advisory services to retirement plans for corporations and other business entities either as a 3(21) and 3(38) fiduciary. Such advisory services can include selection and/or de-selection and replacement of individual investment options pursuant to agreed investment criteria. In choosing and monitoring investment options for employer-sponsored retirement plans, SW looks for reliable fund companies that have a consistent track record and steady performance. Once a fund company is identified

for possible selection for a particular retirement plan product, SW conducts an in-depth review of the company’s operations, funds, and personnel before determining if the company’s funds as investment options. Quantitative and qualitative factors such as regional exposure, fund management, and asset size/growth are also evaluated. The fund companies are monitored on a continuous basis at the firm level. SW will assist in the construction of the portfolio by ensuring all core asset classes are covered to offer full diversification opportunities. However, the final decision of which funds to select is up to the plan sponsor and/or consultant. Estate Plan Consulting
• SW provides estate planning consulting services to clients and charges varying fee amounts based on services rendered, however, SW is not a law firm or an attorney and does not provide legal services or legal advice. Financial Plan Consulting
• SW may also offer financial planning services to its clients. These services will be provided on a monthly, flat fee or no-fee basis. This fee, if any, will be agreed upon in writing between the client(s) and the Firm. As such, the client should refer to the specific agreement between themselves and the Firm. Business Consulting
• SW may provide business advisory services to business owners. For these services, the client will pay either hourly fees or an annual flat fee depending on the level of service desired by the client.
• Business ownership has wide-ranging implications and the firm may be engaged to assist the client in addressing the issues that may arise pursuant to such ownership. The client for this type of service is usually a partnership, limited liability company, corporation or other business entity, living trust, and/or private foundation. The service provided typically involves strategic recommendations, assisting business owners in partnering with outside accountants, attorneys and other qualified consultants to monitor certain business transactions, as well as cash management and/or asset management. The specifics of each engagement are defined in a formal agreement. C. Client Tailored Services and Client Imposed Restrictions SW offers the same suite of services to all of its clients. However, specific client investment plans and their implementation are dependent upon the client’s specific circumstances and goals. Clients may impose written restrictions on investing in certain securities or types of securities in accordance with their values or beliefs. D. Wrap Fee Programs SW does not manage or participate in any wrap fee programs. E. Amounts Under Management As of December 31, 2023, the most recent date for which such calculations are provided pursuant to securities regulations, SW managed approximately $186,327,596 in assets.