ADG Wealth Management Group, LLC is a Registered Investment Advisor offering investment advice, financial planning, and portfolio management services to our clients. Our firm has been in business since 2010 and we have been registered with the SEC since 2015. Our firm is owned by Pierre Adams (33 1/3), John Dalton (33 1/3 ), and Nicholas Danna, IV (33 1/3%). Types of Advisory Services We Offer Portfolio Management Services. As an active money manager, we use technical and fundamental indicators in determining the strength and value of the market. We then reposition your accounts into areas that we expect to be the strongest going forward. We may also reposition a client’s assets to cash as a defensive strategy. Our portfolio management services are based on security analysis which includes charting, fundamental, and technical methods. Economic and market data is compiled and reviewed on a weekly basis. We use moving averages to monitor the performance of investments. Analysis focuses on historical data regarding past performance of securities as well as expectations regarding future performance. A changing buy or sell signal produced by moving averages would trigger a review of a client’s portfolio. Financial Planning Services. As part of our comprehensive financial planning services, we provide advice on life insurance, health insurance, long-term care insurance and disability insurance. Additionally, financial planning services could include advice related to estate tax, income tax, and retirement or business planning. Financial Planning information will be obtained through personal interviews with clients concerning their current financial status, future goals and attitudes towards risks. Clients are under no obligation to act on our recommendation. If they elect to act on any or all of the recommendations, they are under no obligation to complete the transactions through our firm. Retirement Plan Consulting. We offer consulting services to employer sponsored retirement plans. Services are specific to the plan and among other things, may include education services to the plan fiduciaries, investment education to plan participants, advice pertaining to investment options within the plan and the ongoing monitoring of the plan’s investment managers and recordkeepers. Referrals to Third

Party Money Managers. Our firm may use the services of a third party money manager for the management of client accounts. Prior to referring clients, our firm will provide initial due diligence on third party money managers and ongoing reviews of their management of client accounts. In order to assist in the selection of a third party manager, we will gather information about your investment objectives and risk tolerance as well as any reasonable restrictions to be imposed upon the management of the account. Tailoring of Advisory Services We offer individualized investment management services to our clients. Our Strategic Asset Management (SAM) portfolio can be customized to meet the needs of each individual client. More information about the SAM Portfolio can be found in Item 8. Additionally, we can accommodate requests for reasonable restrictions on assets held at our firm. Participation in Wrap Fee Programs The firm has developed several advisory services and programs to give you as much flexibility as possible. Wrap fee programs allow clients to pay a specified fee for portfolio management and trade execution services. ADG does not sponsor a wrap fee program but does make participation in a wrap fee program available through third party managers. Additionally, ADG acts as a portfolio manager for clients by utilizing the Advisor Managed Portfolios Platform available through Triad Advisors. ADG is compensated by advisory fees charged through the wrap program. ADG also offers advisory services outside of a wrap fee program through Fidelity Investments, Charles Schwab, John Hancock, and Nationwide. The specific advisory program selected by you may cost you more or less than purchasing the services offered in each program separately. Factors that bear upon the cost of a particular advisory program in relation to the cost of the same services purchased separately include, but may not be limited to, the type and size of the account, and the historical and/or expected size or number of trades for the account. Regulatory Assets Under Management As of December 31, 2023 the firm managed $269 million in client assets. Of that amount, $211 million is managed in discretionary accounts and $58 million is managed in non- discretionary accounts.