• Firm Description Anew Advisors, LLC (“Anew”, the “Firm”, or “Adviser”) is an SEC registered investment advisor. Anew was founded in August 2021. The Principal Owner and Chief Compliance Officer of Anew Advisors is Glen Colwell.
• Types of Advisory Services Anew offers a variety of services, including investment advisory services and qualified retirement planning. Anew offers these services to clients or potential clients (“clients”) as further described in Item 7. Investment Advisory Services Anew offers discretionary and non-discretionary asset management services to advisory clients. Anew will offer clients ongoing asset management services by determining individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors. Prior to engaging Anew Advisors to provide any investment advisory services, Anew Advisors requires a written Investment Advisory Agreement ( “IAA”) signed by the client prior to the engagement of any services. The IAA will outline services to which the client is entitled and fees the client will incur. Anew Advisors is an asset-based fee investment management firm. Anew Advisors does not receive commissions for purchasing or selling stocks, bonds, mutual funds, real estate investment trusts, or other commissioned products for clients. Anew Advisors is not affiliated with entities that sell financial products or securities. No commissions in any form are accepted. Discretionary When the client provides Anew discretionary authority the client will sign a limited trading authorization or equivalent. Accordingly, Anew Advisors will be authorized to perform various functions without further approval from the client, such as the determination of securities to be purchased or sold. Any and all trades are made in the best interest of the client as part of Anew’s fiduciary duty. However, risk is inherent to any investing strategy and model. Therefore, Anew Advisors does not guarantee any results or returns. Non-Discretionary When the client uses Anew on a non-discretionary basis, Anew Advisors will determine the securities, and the amount, to be bought or sold. However, Anew Advisors will obtain prior approval from the client on every transaction before executing any transaction. Use of Independent Managers Anew may select certain Independent Managers to actively manage a portion of its clients’ assets. The specific terms and conditions under which a client engages an Independent Manager may be set forth in a separate written agreement with the designated Independent Manager. In addition to this brochure, clients may also receive the written disclosure documents of the respective Independent Managers engaged to manage their assets. Anew evaluates a variety of information about Independent Managers, which includes 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, the Firm seeks to assess the Independent Managers’ investment strategies, past performance, and risk results in relation to its clients’ individual portfolio allocations and risk exposure. Anew also takes into consideration each Independent Manager’s management style, returns, reputation, financial strength, reporting, pricing, and research capabilities, among other factors. Anew continues to provide services relative to the discretionary or non-discretionary selection of the Independent Managers. On an ongoing basis, the Firm monitors the performance of those accounts being managed by Independent Managers. Anew seeks to ensure the Independent Managers’ strategies and target allocations remain aligned with its clients’ investment objectives and overall best interests. Held Away Account Management Anew uses a third-party platform to facilitate management of held away assets including but not limited to: 401(k), 403(b), 401(a), HSA, VEBA,

414(h) and 457(b) and (f), with discretion or with prior Client approval, as agreed upon at the time of engagement. Anew is not considered to have custody of Client funds since we do not have direct log-in access to client accounts to affect trades. Anew is not affiliated with the platform in any way and receive no compensation from them for using their platform. A link will be provided to the Client allowing them to connect an account(s) to the platform. Once Client account(s) is connected to the platform, Advisor will review the current account allocations. When deemed necessary, Advisor will rebalance the account considering client investment goals and risk tolerance, and any change in allocations will consider current economic and market trends. The goal is to improve account performance over time, minimize loss during difficult markets, and manage internal fees that harm account performance. Client account(s) will be reviewed at least annually and allocation changes will be made as deemed necessary. Fixed Fee Engagement We can provide fixed fee engagement for services for clients who need advice on a limited scope of work. Fixed fee planning engagements are billed after services are performed. If the fixed fee engagement is terminated before completion, your fee will be prorated based upon the portion of the engagement that was completed. Any unearned fees will be promptly returned to you. Retirement Plan Services For our firm’s Qualified and Non-Qualified Retirement Plan accounts, our service begins with an analysis of the current retirement plan structure, custodian, third-party administrator, daily record keeper, investments, managed investment models, and fees. The analysis is designed to determine if we are able to add value to the plan and what areas, if any, may be deficient from both a regulatory perspective and from a financial advisory perspective. We will offer you one or more of the following services: ▪ Plan design and asset selection consultation ▪ Develop and annually review Investment Policy Statement (“IPS”) ▪ Develop investment menu according to the IPS ▪ Review plan sponsor’s stated financial criteria for each investment option ▪ Monitor each investment option according to the IPS ▪ Quarterly portfolio statements, rate of return reports, asset allocation statements ▪ Provide investment research and performance information on investment options ▪ Investment option replacement guidance ▪ Personal consultations with the plan sponsor as necessary ▪ Develop Plan Investment Committee Charter, as needed ▪ Fiduciary due diligence assistance ▪ Attendance at Plan Committee and other meetings ▪ Annual Fiduciary Plan Review ▪ Fiduciary education services to Plan Committee ▪ Participant education, guidance, and enrollment ▪ Vendor coordination assistance ▪ Benchmarking services ▪ Board resolution appointing the trustee(s) of the plan ▪ Creation and/or oversight of the education calendar ▪ Stable Value Analysis All retirement plan consulting services shall be in compliance with the applicable laws regulating retirement consulting services. This applies to client accounts that are retirement or other employee benefit plans (“Plan”) governed by the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). If the client accounts are part of a Plan, and our firm accepts appointment to provide services to such accounts, our firm acknowledges its fiduciary standing within the meaning of Section 3(21) or 3(38) of ERISA as designated by the Retirement Planning Agreement with respect to the provision of services described therein.
• Wrap Fee Program versus Portfolio Management Program Anew Advisors currently does not offer a Wrap Fee Program.
• Assets Under Management As of January 25, 2022, Anew Advisors has the following regulatory assets under management: Discretionary assets: $31,931,721 Non-discretionary assets: $0