9AT: FISCHER INVESTMENT GROUP, INC.

Adviser Profile

As of Date	01/20/2026
Registration	SEC, Approved, 08/07/1987
ADV Location	PITTSFORD, NY, United States
Contact Info	585 xxxxxxx
Websites

AUM^*	421,499,032 5%
of that, discretionary	157,289,032 14%
Number of Employees	4
of those in investment advisory functions	4
Private Fund GAV^*	0
Avg Account Size	2,118,086 3%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)

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 FINGAGE ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.1m	#Funds-
Adviser PACKERLAND BROKERAGE SERVICES, INC.	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 SUPREME ALLIANCE LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM35.3m	#Funds-
Adviser OSAIC INSTITUTIONS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM6.5b	#Funds-
Adviser THE STRATEGIC FINANCIAL ALLIANCE	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM382.0m	#Funds-
Adviser WESTPARK WEALTH ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM254.3m	#Funds-
Adviser OSAIC FS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.5b	#Funds-
Adviser CENTAURUS FINANCIAL, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM7.3b	#Funds-
Adviser SAGE, RUTTY & CO., INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.5b	#Funds-
Adviser TRANSAMERICA 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-	AUM18.8b	#Funds-

Brochure Summary

Overview

Fischer Investment Group, Inc. is a registered investment advisor founded in 1984. Robert John Fischer is the owner of all voting class shares of the firm and its President and CEO. Fischer Investment Group, Inc. offers investment management to individuals, corporations, non-profits, endowments, trusts and retirement plans. The firm specializes in: equity, mutual fund, exchange traded fund (ETF), and fixed income portfolios. The firm also offers a non-discretionary, disciplined investment process, “Signals” option to registered investment advisors and broker-dealers and to individual subscribers through an outside Signals subscription platform. As of September 30, 2023, Fischer Investment Group, Inc. had $364,232,924 in Regulatory Assets Under Management. Fischer Investment Group, Inc. provides continuous

advice as to the investment of client funds and tailors our advisory services to the individual needs of each client. As such, in providing individualized advisory services, we take into consideration the nature and amount of client assets and investments, client risk tolerance, and liquidity requirements. Our firm does not provide personal financial planning services outside of cash flow projections. Clients may impose investment restrictions on their accounts. We want to make sure that our clients’ current investment strategies meet their needs and objectives, this is established in writing with an Investment Policy Statement which is custom to each client. Our firm is not a sponsor of "wrap fee" programs. Form ADV: Part 2, Page 4

FISCHER INVESTMENT GROUP, INC.

FISCHER INVESTMENT GROUP, INC.

ARCURIA CAPITAL MANAGEMENT

RULISON & CO INC

HAYES FISCHER CAPITAL MANAGEMENT, INC.

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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FISCHER INVESTMENT GROUP, INC. FISCHER INVESTMENT GROUP, INC. ARCURIA CAPITAL MANAGEMENT RULISON & CO INC HAYES FISCHER CAPITAL MANAGEMENT, INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

FISCHER INVESTMENT GROUP, INC.

FISCHER INVESTMENT GROUP, INC.

ARCURIA CAPITAL MANAGEMENT

RULISON & CO INC

HAYES FISCHER CAPITAL MANAGEMENT, INC.