Ownership The principal owners of Engrave Wealth Partners are Gregory S. Parker, Felix Pacheco and Taylor S. Parker. We have been in business since 2017. Services Offered Engrave Wealth Partners offers the following advisory services:
• Portfolio management services for individuals and/or small businesses.
• Portfolio management for businesses or institutional clients (other than investment companies).
• Financial Planning. Investment Products Engrave Wealth Partners may offer advice on the following as well as the foreign equivalents of the following investment products:
• Equity securities.
• Exchange-listed securities.
• Over-the-counter securities.
• Corporate debt.
• Commercial paper.
• Certificates of deposit.
• United States government securities.
• Interest and principal only strips.
• Municipal securities.
• Mortgage related and other asset backed securities.
• Bank loans.
• Collateralized debt obligations.
• Collateralized mortgage obligations.
• Other. Assets Under Management Our assets under management as of December 31, 2022 was $664,447,002, all of which were managed on a discretionary basis. Overview of Services Offered We provide investment advisory services and financial planning services to individuals including high net worth individuals, trusts, estates and charitable organizations, not for profit entities, corporations and other business entities. We assist clients to develop goals that are designed 2 | P a g e accomplish the client’s needs and increases the probability of achieving the stated goals by developing effective solutions to the client’s investment and administrative problems. ERISA Clients With regards to retirement plans that are subject to the Employee Retirement Income Security Act of 1974 (“ERISA”), Engrave generally assumes the role of a fiduciary with respect to such ERISA plans. Additionally, where we assume responsibility as the Responsible Plan Fiduciary for ERISA, the plan will be provided with and ERISA Fee and Services Disclosure pursuant to Section 408(b)(2) of ERISA, prior to the ERISA Plan engaging Engrave for advisory services. Education All personnel of Engrave Wealth Partners are expected to have education

and business backgrounds that enable them to perform their respective responsibilities effectively. In assigning responsibilities, we consider academic background (including studies in college and graduate schools, as well as degrees earned), industry training, licenses and certifications. Work experience in a related field, such as investments, commodities, insurance, banking or accounting, is also considered. No formal, specific standards have been set, but appropriate education and experience are required. See Form ADV, Part 2B for additional information. Retirement Accounts -DOL Disclosure We are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act of 1974 (“ERISA”) and/or the Internal Revenue Code (“Code”), as applicable, when we provide investment advice regarding portfolio assets held in an IRA, Roth IRA, Archer Medical Savings Account, a Plan covered by ERISA, or a plan described in Section 4975(e)(1)(A) of the Code (collectively referred to collectively sometimes herein as (“Retirement Accounts”). To ensure that Engrave Wealth Partners will adhere to fiduciary norms and basic standards of fair dealing with respect to Retirement Accounts, we are required to give advice that is in the "best interest" of the retirement client. The best interest standard has two chief components, prudence and loyalty. Under the prudence standard, the advice must meet a professional standard of care and under the loyalty standard, our advice must be based on the interests of our retirement clients, rather than the potential competing financial interest of Engrave Wealth Partners. To address the conflicts of interest with respect to our compensation, we are required to act in your best interest and not put our interest ahead of yours. To this end, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice)
• Never put our financial interests ahead of yours when making recommendations (give loyal advice)
• Avoid misleading statements about conflicts of interest, fees, and investments 3 | P a g e
• Follow policies and procedures designed to ensure that we give advice that is in your best interest
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest.