9AT: MADER & SHANNON WEALTH MANAGEMENT

Adviser Profile

As of Date	02/23/2026
Registration	SEC, Approved, 01/12/2007
Other registrations (3)	Kansas, Terminated, 02/15/2007 Missouri, Terminated, 02/15/2007 Nevada, Terminated, 02/15/2007
ADV Location	KANSAS CITY, MO, United States
Contact Info	816 xxxxxxx
Websites

AUM^*	269,447,301 18%
of that, discretionary	269,447,301 18%
Number of Employees	10
of those in investment advisory functions	9 -10%
Private Fund GAV^*	0
Avg Account Size	312,222 -46%
% High Net Worth	22.16% 12%
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
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

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 DEW POINT CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM513.2m	#Funds-
Adviser T.T.G. FINANCIAL, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM194.0m	#Funds-
Adviser CGN ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.6b	#Funds-
Adviser GREYSTONE FINANCIAL GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM494.9m	#Funds-
Adviser WEALTHPLAN INVESTMENT MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.2b	#Funds2
Adviser WINNING POINTS ADVISORS, L.L.C.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM173.1m	#Funds-
Adviser CAMPBELL CAPITAL MANAGEMENT INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM303.3m	#Funds-
Adviser CLARIFY WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM410.0m	#Funds-
Adviser CLEARVIEW WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM178.5m	#Funds-
Adviser COLLEY 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-	AUM353.6m	#Funds-

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker46436E718	Stock NameISHARES TR	$ Position$33,862,670	% Position16.00%	$ Change0.00%	# Change0.00%
Stck Ticker464285204	Stock NameISHARES GOLD TR	$ Position$25,230,458	% Position12.00%	$ Change-14.00%	# Change0.00%
Stck Ticker78463V107	Stock NameSPDR GOLD TR	$ Position$25,007,845	% Position12.00%	$ Change-15.00%	# Change0.00%
Stck Ticker464287457	Stock NameISHARES TR	$ Position$20,702,148	% Position10.00%	$ Change0.00%	# Change0.00%
Stck Ticker46138G870	Stock NameINVESCO EXCH TRADED FD TR II	$ Position$17,586,292	% Position8.00%	$ Change1.00%	# Change0.00%
Stck Ticker499049104	Stock NameKNIGHT-SWIFT TRANSN HLDGS IN	$ Position$13,357,586	% Position6.00%	$ Change37.00%	# Change2.00%
Stck Ticker464288679	Stock NameISHARES TR	$ Position$8,468,480	% Position4.00%	$ Change-1.00%	# Change-1.00%
Stck Ticker573284106	Stock NameMARTIN MARIETTA MATLS INC	$ Position$7,880,605	% Position4.00%	$ Change0.00%	# Change2.00%
Stck Ticker883556102	Stock NameTHERMO FISHER SCIENTIFIC INC	$ Position$9,254,604	% Position4.00%	$ Change3.00%	# Change1.00%
Stck Ticker92189F106	Stock NameVANECK ETF TRUST	$ Position$6,733,083	% Position3.00%	$ Change-19.00%	# Change-2.00%

Brochure Summary

Overview

Description of Firm Mader & Shannon Wealth Management, Inc. is a registered investment adviser primarily based in Kansas City, MO. We are organized as a corporation under the laws of the State of Missouri. Our firm has been providing investment advisory services since 2005. Our principal owners are Bret Guillaume and Kyle Sanders. The following paragraphs describe our services and fees. Refer to the description of each investment advisory service listed below for information on how we tailor our advisory services to your individual needs. As used in this brochure, the words "MSWM", "we," "our," and "us" refer to Mader & Shannon Wealth Management and the words "you," "your," and "client" refer to you as either a client or prospective client of our firm. Asset Management MSWM manages assets with discretionary authority on client accounts and provides advice on investing in securities including research and analysis for a fee. MSWM also provides retirement planning services and expert witness services regarding securities including research, analysis, and testimony. MSWM acts primarily as an asset manager using an active management approach investing mostly in individual securities traded on major U.S.

securities exchanges. Under some circumstances the client may place restrictions on certain investments or request specific investments. Those requests will be accommodated when possible. Financial Planning and Consulting Financial planning services include an evaluation of a Client's current and future financial state will be provided by using currently known variables to predict future cash flows, asset values and withdrawal plans. MSWM will use current net worth, tax liabilities, asset allocation, and future retirement and estate plans in developing financial plans. If a conflict of interest exists between the interests of MSWM and the interests of the Client, the Client is under no obligation to act upon MSWM’s recommendation. If the Client elects to act on any of the recommendations, the Client is under no obligation to affect the transaction through MSWM. Financial plans will be completed and delivered within ninety (90) days contingent upon timely delivery of all required documentation. Assets Under Management As of December 31, 2023, we provide continuous management services for $228,551,448 in client assets on a discretionary basis, and $0 in client assets on a non-discretionary basis.

MADER & SHANNON WEALTH MANAGEMENT

MADER & SHANNON WEALTH MANAGEMENT

MADER FINANCIAL GRP. INC.

MADER FINANCIAL ADVISORS, INC.

MADER & SHANNON WEALTH MANAGEMENT, INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Top Holdings

Brochure Summary

Overview

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MADER & SHANNON WEALTH MANAGEMENT MADER & SHANNON WEALTH MANAGEMENT MADER FINANCIAL GRP. INC. MADER FINANCIAL ADVISORS, INC. MADER & SHANNON WEALTH MANAGEMENT, INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Top Holdings

Brochure Summary

Overview

MADER & SHANNON WEALTH MANAGEMENT

MADER & SHANNON WEALTH MANAGEMENT

MADER FINANCIAL GRP. INC.

MADER FINANCIAL ADVISORS, INC.

MADER & SHANNON WEALTH MANAGEMENT, INC.