9AT: MARKOWSKI INVESTMENTS

Adviser Profile

As of Date	03/27/2026
Registration	SEC, Approved, 02/13/2007
Other registrations (1)	California, Cancelled, 03/19/2007
Contact Info	813 xxxxxxx
Websites

AUM^*	473,861,678 16%
of that, discretionary	473,861,678 16%
Number of Employees	11
of those in investment advisory functions	11
Private Fund GAV^*	0
Avg Account Size	246,290 -14%
% High Net Worth	9.33% 42%
SMA’s	Yes
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
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

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 BIG INVESTMENT SERVICES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM369.3m	#Funds-
Adviser CAFG 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-	AUM225.2m	#Funds-
Adviser BARING FINANCIAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM210.3m	#Funds-
Adviser TVAMP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.2b	#Funds-
Adviser CAMELOT PORTFOLIOS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM272.2m	#Funds-
Adviser LIFESTYLE ASSET MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM571.2m	#Funds-
Adviser CAPITAL FINANCIAL CONSULTANTS GROUP, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM42.0m	#Funds-
Adviser THE WORLEY BANKS GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM184.3m	#Funds-
Adviser CONTINUUM ADVISORY, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.9b	#Funds-
Adviser FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM523.4m	#Funds-

Brochure Summary

Overview

Markowski Investments provides personal financial planning services and portfolio management services to clients. The object of these services is to assist the client in ascertaining the client’s financial status and, through a thorough analysis, to assist the client in establishing financial and investment goals and objectives and achieving such goals and objectives. In a typical situation, Markowski will gather data from the client, utilizing a client financial profile and an objective and risk questionnaire. Using the data gathered Markowski will prepare financial recommendations. The prepared financial recommendations will be based upon the individual needs, net worth, investment history and experience, current and future income, and risk tolerance of the client, and will address such issues as the client’s tax status, retirement planning, estate planning, and other areas deemed relevant. In addition, Markowski also provides portfolio management for the client's funds on a discretionary basis. Paramount to Markowski is to place emphasis upon the individual needs and goals of the client. Any recommendations and actions concerning investments are based upon the results of individual analysis, including the client's liquidity, time frame, income, tax, and other constraints, as well as an evaluation of the client's risk tolerance and return objectives. Markowski Investments

is a corporation owned and managed by: Matthew Markowski Partner Date of Birth: August 26, 1976 Practice: 20 Years Professional Experience Education: Bachelors in Math & Economics from Hamilton College and MBA from Seton Hall University in Finance Licenses: Series 7, Series 63, and CFP® Business: October 2006 – Partner Markowski Investments Michael Markowski Partner Date of Birth: March 17, 1973 Practice: 20 Years Professional Experience Education: Bachelors in Business from Hartwick College Licenses: Series 7, Series 24, Series 63, and Series 65 Business: January 2013 – Partner Markowski Investments Christopher Markowski Partner Date of Birth: June 26, 1971 Practice: 20 Years Professional Experience Education: Bachelors in Political Science from Syracuse University Licenses: Series 65 Business: March 2016 – Partner Markowski Investments Joshua Markowski is actively involved in portfolio construction and back-office support. He is responsible for execution of trades, money movements, client and advisor support among other things. As discussed in Markowski Investment’s Form ADV Part 1, Markowski Investments manages over $325,014,877 in client assets through our advisor service on a discretionary basis. These totals are calculated using the closing US market prices from December 31, 2023.

MARKOWSKI INVESTMENTS

MARKOWSKI INVESTMENTS

MARKOWSKI BROTHERS HOLDING CORPORATION

FRESHOUR FINANCIAL

TRUTH OF INVESTING

TDW FINANCIAL STRATEGIES

SC CARE AND ASSOCIATES

CHERRY WEALTH MANAGEMENT

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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MARKOWSKI INVESTMENTS MARKOWSKI INVESTMENTS MARKOWSKI BROTHERS HOLDING CORPORATION FRESHOUR FINANCIAL TRUTH OF INVESTING TDW FINANCIAL STRATEGIES SC CARE AND ASSOCIATES CHERRY WEALTH MANAGEMENT

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

MARKOWSKI INVESTMENTS

MARKOWSKI INVESTMENTS

MARKOWSKI BROTHERS HOLDING CORPORATION

FRESHOUR FINANCIAL

TRUTH OF INVESTING

TDW FINANCIAL STRATEGIES

SC CARE AND ASSOCIATES

CHERRY WEALTH MANAGEMENT