9AT: STOREHOUSE FINANCIAL LLC

Adviser Profile

As of Date	03/25/2026
Registration	SEC, Approved, 09/29/2021
Other registrations (2)	Louisiana, Terminated, 10/19/2021 Texas, Terminated, 10/15/2021
ADV Location	FORT WORTH, TX, United States
Contact Info	877 xxxxxxx
Websites

AUM^*	240,390,695 16%
of that, discretionary	240,390,695 16%
Number of Employees	6 20%
of those in investment advisory functions	6 20%
Private Fund GAV^*	0
Avg Account Size	178,596 160%
% High Net Worth	2.97% 309%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Performance-based fees

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser B.O.S.S. RETIREMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.4b	#Funds-
Adviser PETERSON FINANCIAL GROUP, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM299.2m	#Funds-
Adviser SEQUENT PLANNING, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM589.5m	#Funds-
Adviser TUCKER ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM603.6m	#Funds-
Adviser TCFG INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM639.4m	#Funds-
Adviser GENEOS WEALTH MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM9.2b	#Funds-
Adviser INTERACTIVE FINANCIAL ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM240.4m	#Funds-
Adviser WESTPARK CAPITAL, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM53.1m	#Funds-
Adviser THE ELLERSON GROUP INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM291.2m	#Funds-
Adviser AEGIS WEALTH MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM216.5m	#Funds-

Brochure Summary

Overview

Advisory Business FIRM INFORMATION Storehouse Financial LLC (“Storehouse,” “we,” “us,” “our”), a limited liability company formed in 2006, is a registered investment advisory firm located in Fort Worth, Texas. PRINCIPAL OWNERS Storehouse is owned and controlled by Stephen Stull and David Stull. Stephen Stull serves as Chief Compliance Officer. INVESTMENT ADVISORY SERVICES Asset Management Services: We provide asset management services in which investment advisers manage your accounts. Our services provide additional investment opportunities among mutual funds, 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. 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. CLIENT INVESTMENT OBJECTIVES/RESTRICTIONS Storehouse 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 Storehouse does not participate in, recommend, or offer wrap fee programs. ASSETS UNDER MANAGEMENT As of December 31, 2023, Storehouse manages $174,057,891 on a discretionary basis only. 5 Storehouse Financial

STOREHOUSE FINANCIAL LLC

STOREHOUSE FINANCIAL LLC

STOREHOUSE

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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STOREHOUSE FINANCIAL LLC STOREHOUSE FINANCIAL LLC STOREHOUSE

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

STOREHOUSE FINANCIAL LLC

STOREHOUSE FINANCIAL LLC

STOREHOUSE