Firm Description Axecap Investments LLC doing business as 365 Wealth Management Group (“365WMG”) is a registered investment adviser primarily based in Mason, Ohio. We are organized as a limited liability corporation under the laws of the State of Ohio. We have been providing investment advisory services since 2021. Principal Owners Axecap Investments LLC doing business as 365 Wealth Management Group is owned by William M. “Will” Haase (100%). Types of Advisory Services Asset Management Services 356WMG provides asset management services to individuals, high net worth individuals, pensions and profit sharing plans. We are committed to being a fiduciary for our customers by placing the clients’ interests first. We will add value to the asset management process and earn the client’s trust and respect. We will meet with you initially to conduct an assessment of your financial status, risk tolerance and goals so we can advise you on investments in your portfolio at the inception of our relationship based on our understanding of your particular needs. As part of the investment management process, 356WMG may recommend other advisors and their investment models. 401(k) and Retirement Plan Investment Advisor Services 356WMG will work with Companies or the designated Trustees of a retirement plan to help pick and/or monitor performance of investment options for retirement plan participants. Financial Planning and Investment Consulting Services 356WMG will provide financial planning services at an agreed upon flat rate as agreed upon in the Financial Planning contract. Financial planning advice includes, but is not limited to: Estate Planning, Asset Protection and any other

matter which affects your finances. Clients that are Asset Management clients may receive financial planning services as part of the asset management process with no additional fee being charged. Tailored Relationships We will work with our clients that have specific needs to tailor portfolios to meet their investment parameters, time horizon, risk tolerance, and return objectives. This is done as part of the assessment conducted by 356WMG. You may request that we refrain from investing in particular securities or certain types of securities. You must provide these restrictions to our firm in writing. Clients may impose reasonable restrictions or mandates on the management of their account (e.g., require that a portion of their assets be invested in socially responsible funds) if, in 356WMG’s sole discretion, the conditions will not materially impact the performance of a portfolio strategy or prove overly burdensome to its management efforts. Wrap Fee Programs Axecap Investments, LLC/365 Wealth Management Group offers a wrap fee program. If your 365 Wealth Management Group account(s) is held at Charles Schwab it is a wrap fee account(s). Assets Under Management As of December 31, 2022, we manage $114,848,449 in client assets on a discretionary basis, and $29,430,264 on a non-discretionary basis. . Prior to introducing clients to another IA, the firm will ensure the other investment adviser is properly licensed, notice filed, or exempt from registration in the client state of residence. When a copy of the Brochure Documents are not provided to the client at least 48 hours prior to signing the contract(s), client has five business days in which to cancel the contract, without penalty.