9AT: MEIXLER INVESTMENT MANAGEMENT, LTD.

Adviser Profile

As of Date	04/01/2026
Registration	SEC, Approved, 10/23/2013
ADV Location	SHOW LOW, AZ, United States
Contact Info	928 xxxxxxx
Websites

AUM^*	228,353,048 35%
of that, discretionary	228,353,048 35%
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	242,671 22%
% High Net Worth	7.19% -47%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

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 COLUMBIA RIVER FINANCIAL GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM194.8m	#Funds-
Adviser GUARDIAN ASSET ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM278.3m	#Funds-
Adviser DWD PORTFOLIO SOLUTIONS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM248.3m	#Funds-
Adviser NEW MILLENNIUM GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM257.0m	#Funds-
Adviser LIFEPRO ASSET MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM311.3m	#Funds-
Adviser PINNACLE WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM211.1m	#Funds-
Adviser BRADFORD FINANCIAL CENTER	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM229.7m	#Funds-
Adviser HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM119.6m	#Funds-
Adviser ASSET MANAGEMENT GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM200.1m	#Funds-
Adviser WIXON ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM108.6m	#Funds-

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker85207H104	Stock NameSPROTT ASSET MANAGEMENT LP	$ Position$19,420,050	% Position10.00%	$ Change-1.00%	# Change-7.00%
Stck Ticker084670702	Stock NameBERKSHIRE HATHAWAY INC DEL	$ Position$13,678,942	% Position7.00%	$ Change-5.00%	# Change1.00%
Stck Ticker63900P608	Stock NameNATURAL RESOURCE PARTNERS LP	$ Position$11,415,088	% Position6.00%	$ Change16.00%	# Change-1.00%
Stck Ticker25820R105	Stock NameDORCHESTER MINERALS L P	$ Position$10,762,002	% Position6.00%	$ Change16.00%	# Change-7.00%
Stck Ticker867224107	Stock NameSUNCOR ENERGY INC NEW	$ Position$8,891,689	% Position5.00%	$ Change13.00%	# Change-24.00%
Stck Ticker89147L886	Stock NameTORTOISE ENERGY INFRSTRCTR C	$ Position$4,837,771	% Position3.00%	$ Change23.00%	# Change8.00%
Stck Ticker682680103	Stock NameONEOK INC NEW	$ Position$4,704,359	% Position3.00%	$ Change57.00%	# Change30.00%
Stck Ticker293792107	Stock NameENTERPRISE PRODS PARTNERS L	$ Position$5,854,345	% Position3.00%	$ Change28.00%	# Change9.00%
Stck Ticker438516106	Stock NameHONEYWELL INTL INC	$ Position$5,085,759	% Position3.00%	$ Change24.00%	# Change5.00%
Stck Ticker26969P108	Stock NameEAGLE MATLS INC	$ Position$5,407,985	% Position3.00%	$ Change12.00%	# Change24.00%

Brochure Summary

Overview

We are dedicated to providing individuals and other types of clients with a wide array of investment advisory services. Our firm is an S-Corporation formed in the State of Arizona and has been in business as an independent investment adviser since 2013. The firm is wholly owned by Michael Meixler who brings 30 years of investment advisory experience to our business. Types of Advisory Services Offered Wrap Comprehensive Portfolio Management: Our Comprehensive Portfolio Management service encompasses asset management as well as providing financial planning/financial consulting to clients. It is designed to assist clients in meeting their financial goals through the use of financial investments. We conduct at least one, but sometimes more than one meeting (in person, if possible, otherwise via telephone conference) with clients to understand their current financial situation, existing resources, financial goals, and tolerance for risk. Based on what we learn, we propose an investment approach to the client. We may propose an investment portfolio, consisting of exchange traded funds (“ETFs”), mutual funds, individual stocks or bonds, or other securities. Upon the client’s agreement to the proposed investment plan, we work with the client to establish or transfer investment accounts so that we can manage the client’s portfolio. Once the relevant accounts are under our

management, we review such accounts on a regular basis and at least quarterly. We may periodically rebalance or adjust client accounts under our management. If the client experiences any significant changes to his/her financial or personal circumstances, the client must notify us so that we can consider such information in managing the client’s investments. Tailoring of Advisory Services We offer individualized investment advice to all of our clients. Each client has the opportunity to place reasonable restrictions on the types of investments to be held in the portfolio. Restrictions on investments in certain securities or types of securities may not be possible due to the level of difficulty this would entail in managing the account. Participation in Wrap Fee Programs We offer wrap fee programs as further described in Part 2A, Appendix 1 (the “Wrap Fee Program Brochure”) of our Brochure. Our wrap fee accounts are managed on an individualized basis according to the client’s investment objectives, financial goals, risk tolerance, etc. As further described in our Wrap Fee Program Brochure, we receive a portion of the wrap fee for our services. Regulatory Assets Under Management We manage $169,517,423 on a discretionary basis and $0 on a non-discretionary basis as of December 31st, 2023. ADV Part 2A - Firm Brochure Page 5 Meixler Investment Management, Ltd.

MEIXLER INVESTMENT MANAGEMENT, LTD.

MEIXLER INVESTMENT MANAGEMENT, LTD.

MEIXLER INVESTMENT MANAGEMENT, LLC

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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MEIXLER INVESTMENT MANAGEMENT, LTD. MEIXLER INVESTMENT MANAGEMENT, LTD. MEIXLER INVESTMENT MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Top Holdings

Brochure Summary

Overview

MEIXLER INVESTMENT MANAGEMENT, LTD.

MEIXLER INVESTMENT MANAGEMENT, LTD.

MEIXLER INVESTMENT MANAGEMENT, LLC