About Our Firm Pursuit Wealth Management, LLC (“Pursuit Wealth Management”) is a registered investment adviser that provides investment management and financial advisory services to individual and institutional investors to help them achieve their financial needs and goals. Founded in 2020, the firm is solely owned by Christian D. Searcy, Jr. and Melanie Martinez McDonald. Our firm takes pride in providing personalized service to our clients and acknowledges that it is held to a fiduciary standard of care. Types of Advisory Services We Offer Pursuit Wealth Management offers a variety of advisory services to individuals, high net worth individuals, trusts, businesses and corporations. These services include:  Investment and wealth management  Financial planning and consulting  Fiduciary and non-fiduciary services for plan sponsors We work with our clients to determine their investment objectives and risk profile and develop a customized investment plan based on their individual needs and goals. Pursuit Wealth Management will utilize the financial information provided by the client to analyze and develop strategies and solutions to assist the client in meeting their financial goals. Prior to Pursuit Wealth Management rendering any of the foregoing services, clients are required to enter into one or more written advisory agreements with Pursuit Wealth Management setting forth the relevant terms and conditions of the advisory relationship. Investment and Wealth Management Services Pursuit Wealth Management manages our clients’ portfolios on a discretionary and, in limited circumstances, non- discretionary basis. Our investment and wealth management services are tailored to the needs of our clients and are based on a comprehensive discovery process to understand each client’s current situation, past experiences, and future goals. With this acquired knowledge we analyze, design, create, and deliver goal-oriented investment solutions. This planning approach becomes our clients’ investment guidelines, which guides investment strategies that are designed to be risk appropriate, cost effective and tax efficient. Our wealth management services generally include a broad range of comprehensive financial planning and/or consulting services, as well as discretionary or, in limited circumstances, non-discretionary management of investment portfolios. Client assets are primarily allocated among individual equity and debt securities, exchange-traded funds ("ETFs"), and institutional mutual funds in accordance with the client's stated investment objective and risk/volatility parameters. We may also utilize a sub-adviser to manage all or a portion of a client’s account. Where appropriate, Pursuit Wealth Management may also provide advice about many types of legacy positions or other investments held in client portfolios. Clients may also engage Pursuit Wealth Management to manage and/or advise on certain investment products that are not maintained at their primary custodian, such as variable life insurance and annuity contracts and assets held in employer sponsored retirement plans and qualified tuition plans (i.e., 529 plans). In these situations, Pursuit Wealth Management will direct or make recommendations for the allocation of client assets among the various investment options available with the product. These assets are generally maintained at the underwriting insurance company or custodian for the plan trustee or administrator and clients retain responsibility for effecting trades in these accounts. Participants of a retirement plan may also retain Pursuit Wealth Management to provide advisory services for their retirement plan account. When providing these services, the firm acts as an ERISA 3(21) fiduciary and is required to act under the standard of care in ERISA that is generally a higher standard than imposed on our firm under the Investment Advisers Act of 1940. Advisory services available to plan participants include:  Asset allocation models  Strategic investment allocations  Investment performance reporting The decision to implement any recommendations rests exclusively with the plan participant and there is no obligation to implement any such recommendations through our firm. Pursuit Wealth Management consults with clients on an initial and ongoing basis to assess their specific risk tolerance, time horizon, liquidity constraints and other related factors relevant to the management of their portfolios. Clients should promptly notify us if there are changes in their financial situation or if they wish to place any limitations on the management of their account. Clients may impose reasonable restrictions or mandates on the management of an account if Pursuit Wealth Management determines, in our sole discretion, the conditions would not materially impact the performance of a management strategy or prove overly burdensome to the firm's management efforts. Pursuit Wealth Management may utilize a third-party asset manager to actively manage all or a portion of its clients' assets. Pursuant to the terms of the investment advisory agreement, Pursuit Wealth Management shall have the discretion to appoint and terminate these third-party advisers through a sub-advisory relationship with the manager. Pursuit Wealth Management evaluates a variety of information about the third-party asset managers we use for our client accounts, which may include the manager’s public disclosure documents, materials supplied by the manager themselves and other third-party analyses it believes are reputable. To the extent possible, Pursuit Wealth Management seeks to assess third-party money managers’ investment strategies, past performance and risk results in relation to its clients' individual portfolio allocations and risk exposure. Pursuit Wealth Management also takes into consideration each third-part asset manager’s management style, returns, reputation, financial strength, reporting, pricing, and research capabilities, among other factors. Pursuit Wealth Management continues to provide services relative to the discretionary selection of third-party asset managers. On an ongoing basis, Pursuit Wealth Management monitors the performance of the assets being managed by an independent manager. Pursuit Wealth Management seeks to ensure the manager's strategies and target allocations remain aligned with its clients' investment objectives and overall best interests. Financial Planning and Consulting Services Pursuit Wealth Management starts with an extensive discovery of a client's family situation which includes assets and liabilities as well as estate, tax, and insurance needs. The firm then employs a risk tolerance and risk capacity- focused simulation to get a detailed cash flow analysis and proposed asset allocation. Together, this information is analyzed to design and develop a proposed financial plan, which is to be dynamic in nature, ever-evolving due to life changes resulting from changes in cash flow needs, risk tolerance, time horizon, or investment objectives. Pursuit Wealth Management’s financial planning and consulting services may include any or all of the following functions: Business Planning Liability Management Cash Flow Forecasting Risk Management Trust and Estate Planning Charitable Planning Financial Planning Distribution Planning Investment Consulting Tax Planning Insurance Planning Retirement Plan Consulting Education Planning Federal Benefits Analysis While each of these services is available on a stand-alone basis, certain services may also be rendered in conjunction with investment management services, as part of a comprehensive wealth management engagement (described in more detail below).

In performing these services, Pursuit Wealth Management is not required to verify any information received from the client or from the client's other professionals (e.g., attorneys, accountants, etc.), and is expressly authorized to rely on such information. Pursuit Wealth Management may recommend clients engage the firm for additional related services, or we may recommend other professionals to implement recommendations made by Pursuit Wealth Management. Such additional services by Pursuit Wealth Management or another professional will be provided for additional compensation, commensurate with the nature, extent, complexity, and other characteristics of such services. Clients are advised that a conflict of interest exists because the firm will have an incentive to recommend such additional services based on the compensation to be received, rather than solely based on the client's needs, and in some cases, based on the prospect of cross-referrals of advisory clients from the other professional or his or her firm. Pursuit Wealth Management also provides advice in the form of financial consultations. This service consists of consultations based on specific investment and financial concerns of the client. Consulting services may include, for example, assistance with establishing and implementing a retirement plan, preparation or review of an investment policy statement, the compilation of reports on various investment accounts, and asset allocation recommendations. The scope and depth of the consultation varies depending on the client's particular circumstances and needs. Pursuit Wealth Management provides financial planning and consulting services to non-investment management clients for a fixed fee. Clients are under no obligation to act upon any recommendations made by Pursuit Wealth Management under a financial planning or consulting engagement or to engage the services of a third-party professional. Clients retain the absolute right to decide whether or not to act on such recommendations, and if they choose to act on such recommendations, whether to engage the Firm or such professional for such services or to engage another investment adviser or professional of their choosing, which may charge less (or more) for such services. Should a client choose to implement the recommendations contained in the plan, Pursuit Wealth Management suggests the client work closely with his/her attorney and/or accountant. Implementation of financial plan recommendations is entirely at the client's discretion. Financial planning recommendations are of a generic nature and are not limited to any specific product or service offered by a broker dealer or insurance company. No Legal, Accounting or Tax Advice. Pursuit Wealth Management will act solely in its capacity as a registered investment adviser and does not provide any legal, accounting or tax advice. Client should seek the counsel of a qualified accountant and/or attorney when necessary. Pursuit Wealth Management may assist clients with tax harvesting, and we will work with a client’s tax specialist to answer any questions related to the client’s portfolio account. Selection of Independent Managers Pursuit Wealth Management may select certain Independent Managers to actively manage all or a portion of its clients' assets. Pursuant to the terms of the investment advisory agreement, Pursuit Wealth Management shall have the discretion to appoint and terminate these third-party advisers. The specific terms and conditions under which a client engages an Independent Manager may also be set forth in a separate written agreement with the designated Independent Manager. In addition to this brochure, clients will also receive the written disclosure documents of the respective Independent Managers engaged to manage their assets. Pursuit Wealth Management evaluates a variety of information about Independent Managers, which may include the Independent Managers' public disclosure documents, materials supplied by the Independent Managers themselves and other third-party analyses it believes are reputable. To the extent possible, Pursuit Wealth Management seeks to assess the Independent Managers' investment strategies, past performance, and risk results in relation to its clients' individual portfolio allocations and risk exposure. We also take into consideration each Independent Manager's management style, returns, reputation, financial strength, reporting, pricing, and research capabilities, among other factors. Pursuit Wealth Management continues to provide services relative to the discretionary or non-discretionary selection of the Independent Managers. On an ongoing basis, we monitor the performance of those accounts being managed by Independent Managers. Pursuit Wealth Management seeks to ensure the Independent Managers' strategies and target allocations remain aligned with clients' investment objectives and overall best interests. Fiduciary and Non-Fiduciary Services for Plan Sponsors Retirement plan sponsors may retain our firm to provide advisory and consulting services for plan assets. 3(21) fiduciary services available to plan sponsors include:  Reviewing and assisting in the establishment of investment policies and objectives on behalf of the plan  Assistance with development of an Investment Policy Statement  Recommending core investments to be offered to plan participants for selection by the plan sponsor  Recommending investment managers, within the meaning of ERISA Section 3(38), on behalf of the plan, to be offered as investment options for plan participants  Monitoring of the plan’s investments or investment managers in accordance with the plan’s Investment Policy Statement or other relevant guidelines Non-fiduciary consulting services available to plan sponsors include:  Educating plan participants on investment options available within the plan  Preparation of periodic performance reports for the plan’s investments  Assistance with monitoring the reasonableness of the fees and expenses of the plan’s investments or investment managers in accordance with the plan’s Investment Policy Statement or other relevant guidelines  Benchmarking existing plan service providers to industry peers, and where appropriate, conducting a search for new providers for the plan sponsor’s consideration and providing our recommendation. Portfolio Management Services for Wrap Fee Program Pursuit Wealth Management offers portfolio management services through a wrap fee program. A bundled or “wrap fee” program is an advisory fee program under which you pay one bundled fee to compensate Pursuit Wealth Management for portfolio management, transaction costs and custodial services. A wrap fee program may not be the lowest cost option if you would like to restrict your investments to open-end mutual funds or other long-term investment products. Amount of Assets We Manage As of December 31, 2023, Pursuit Wealth Management has $169,738,689 of assets under management on a discretionary basis and $4,086,530 on a non-discretionary basis. Additionally, we have $76,808,177 of assets under advisement. Discretionary assets under management are those for which we have an ongoing responsibility to select and make securities recommendations that are in line with your financial needs and objectives and then effect those securities transactions without first consulting you. Non-discretionary assets under management are those for which we have an ongoing responsibility to select and make securities recommendations that are in line with your financial needs and objectives and then effect those securities transactions only after consulting with you to inform you of the transaction(s) and obtaining your approval to move forward.