A. Firm Description Hyve Invest Inc. (“Hyve” or “Advisor”) is an internet-based investment adviser registered with the SEC. Hyve was founded in June 2022. Hyve Invest Inc. is a wholly owned subsidiary of Hyve Inc., a privately held company headquartered in New York, New York. The Chief Compliance Officer is Jonathan Dane. B. Types of Advisory Services Investment Advisory Services Hyve offers an automated investment advisory service that makes it possible for anyone who enters into a Hyve Advisory Client Agreement (the “Advisory Client Agreement”), to access state-of-the-art investment advisory and portfolio management services. As provided in the Advisory Client Agreement, advisory clients (“Clients”) grant Hyve discretionary authority to manage Client assets in accounts (“Client Accounts” or “Accounts”) opened and maintained at an unaffiliated broker/dealer or bank. Hyve’s investment objective is to seek maximum long-term, risk-adjusted, after-tax, net of fee returns Each individual Client account has the ability to choose between portfolios we recommend. Our recommended portfolios are designed to maximize returns for Clients’ individual risk tolerances and other preferences. Hyve creates an investment plan and manages a Client’s portfolio by identifying: 1) optimal asset classes in which to invest, 2) efficient exchange traded funds (“ETFs”) or other investments to represent each of those asset classes, and 3) an ideal mix of asset classes based on the Client’s specific risk tolerance. Based on the information that each Client enters on Hyve’s mobile or web-based application during the account opening process, Hyve will utilize its proprietary software algorithm to match each Client with the initial portfolio best suited to meet the individual Client’s investment goals. Each Client, upon being onboarded into Hyve, is asked a set of questions. These questions may include behavioral questions such as how a Client views risk to assess their tolerance for risk. The algorithm then balances that analysis with the Client’s expectations for portfolio growth. Combined with additional Client feedback on when the Client expects to reach retirement age, Hyve algorithm then categorizes the Client into an initial portfolio that is suitable for their individual investment time frame. Hyve manages Client Accounts on a discretionary basis. This means that Hyve is authorized to trade our Clients’ ETFs or other investments to maintain the Client’s target investment allocation, without further approval from the Clients, such as the determination of securities to be purchased or sold without prior permission from the Clients for each transaction. Hyve utilizes software to conduct this trading to invest Client deposits, fund Client withdrawals, perform rebalancing to maintain target portfolio allocations, and execute tax-loss harvesting strategies Any and all trades are made in the best interest of the Clients as part of our fiduciary duty. However, risk is inherent to any investing strategy and model. Therefore, Hyve does not guarantee any results or future returns. Financial Planning In addition to investment advisory and portfolio management services, Hyve also provides certain software-based financial

planning tools and services (the “Financial Planning Service”) to its Clients. The Financial Planning Service is a product offered by Hyve and is made available to Hyve Clients. The Financial Planning Service allows Clients to explore potential future financial scenarios, including change in employment status and income, and provide recommendations for tax & retirement planning. Financial planning involves an evaluation of a Client's current and future financial state by using currently known variables to predict future cash flows, asset values, and withdrawal plans. The key defining aspect of financial planning is that through the financial planning process, all questions, information, and analysis will be considered as they affect and are affected by the entire financial and life situation of the Client. Clients will receive a written or an electronic report, providing the Client with a detailed financial plan designed to achieve his or her stated financial goals and objectives. Clients are under no obligation to act on our Financial Planning recommendations, and Hyve does not represent that the Financial Planning service is meant to replace a comprehensive evaluation of a Client's entire financial plan considering all the Client’s circumstances. Should a Client choose to implement any recommendation made by the Financial Planning Service, the Client should consult with their tax advisor regarding the Client’s personal circumstances. Implementation of a financial plan recommendation is entirely at the Client’s discretion. While the data provided by clients used in the financial models of the Financial Planning Service is believed to be reliable, Hyve cannot ensure the accuracy or completeness of data provided by clients. C. Services Tailored to Clients’ Needs We offer the same suite of services to all of our Clients. However, specific Client financial plans and their implementation are dependent upon each Client’s individual financial situation (income, tax levels, and risk tolerance levels). Hyve tailors its software-based investment advisory service to the individual needs of each of its Clients, in accordance with the portfolio allocation chosen by Clients, and subject to certain account limitations that prospective investors should consider, as described further below and in Item 7. Hyve utilizes the information provided by each Client regarding the Client’s current financial situation, goals, and risk tolerances to determine a Client’s risk tolerance. Hyve asks each prospective Client a series of questions to evaluate both the individual’s objective capacity to take risk and subjective willingness to take risk. We ask subjective risk questions to determine both the level of risk an individual is willing to take and the consistency among the answers or example, if an individual is willing to take a lot of risk in one case and very little in another, then the individual is deemed inconsistent and is therefore assigned a lower risk tolerance score than the simple weighted average of their answers. D. Wrap Fee Program Hyve does not participate in a wrap fee program. E. Assets Under Management As of March 12, 2024, hyve has $7,299 of assets under management.