The Firm is a Delaware limited liability company and an investment adviser registered with and regulated by the SEC under the Advisers Act. The Firm has a principal place of business in Pittsburgh, Pennsylvania and an office in Los Angeles, California. The Firm provides investment advisory and wealth planning services to high-net-worth individuals, families, family offices, trusts, investment partnerships, private foundations, and retirement plans, all collectively referred to in this document as “Clients.” The Firm also provides investment advisory services to pooled investment vehicles (referred to as “Affiliated Funds”). For the avoidance of doubt, Affiliated Funds managed by the Firm are considered Clients. The Firm’s advice with respect to Affiliated Funds is provided in accordance with the investment objectives and guidelines as set forth in the applicable Affiliated Funds offering memorandum, organizational and governing documents, and subscription agreements (together, the “Offering Documents”). The Firm provides investment advisory services to Affiliated Funds in its capacity as the Investment Manager and employs investment programs on behalf of the Affiliated Funds. Qualified individuals or entities that invest directly in an Affiliated Fund are referred to in this document as “Investors.” Firm Ownership The managing principals of the Firm are members of the Coury Family. Since 1997, the Coury Family has provided investment advisory services through a predecessor entity known as Coury Investment Advisors, Inc., (also known in short as “CIA”). CIA has been controlled by members of the Coury Family since the time of its founding. To provide for management and ownership succession of its business, CIA completed a reorganization and restructuring initiative in 2018 whereby CIA’s Clients became Clients of the Firm (i.e., Coury Firm Asset Management LLC). The Firm provides investment advisory services to these Clients going forward. The Firm is a wholly-owned subsidiary of The Coury Firm Holdings LP (“Parent Company”), a Delaware limited partnership formed in 2017. The limited partners of the Parent Company are GSC Holdings, Inc. (which is owned by Gregg S. Coury and The MC23 Trust, where Gregg S. Coury serves as the Trustee), The 4A Trust (where Jeffrey C. Coury serves as the Trustee), and The 35TH Family Trust (the Trustees of which are Gregg S. Coury, Jeffrey C. Coury, and Robertino S. Coury). The General Partner to the Parent Company is TCF GP LLC (“TCF GP”), which is managed by Gregg S. Coury, Jeffrey C. Coury, and Robertino S. Coury, and is owned equally by three family trusts; The MC23 Trust (where Gregg S. Coury serves as the Trustee), The 4A Trust (where Jeffrey C. Coury serves as the Trustee), and The 35TH Family Trust (Gregg S. Coury, Jeffrey C. Coury, and Robertino S. Coury serve as Trustees). The Parent Company also owns and controls non-investment advisory affiliates of the Firm (i.e., sister entities). The Firm and its non-investment advisory affiliates share certain administrative services, personnel, infrastructure and systems. From time to time, non-investment advisory affiliates may refer Clients to the Firm for advisory services. Coury Capital Management LLC (“CCM”) the entity which serves as the general partner and/or manager to Affiliated Funds, is under common control with the Firm and has the same offices and place of business as the Firm. CCM is owned equally by the same three family trusts that own TCF GP LLC (as mentioned above). CCM is a related investment adviser of the Firm, serves as the general partner and/or manager to Affiliated Funds, and is relying on the Firm’s registration with the SEC as an investment adviser. The Firm and CCM together conduct a single advisory business, which is described in this Form ADV Part 2A brochure. References to the Firm in this brochure shall include CCM. For additional detail regarding the Parent Company and its related investment adviser ownership percentages, please refer to Schedule A of the Firm’s Form ADV Part 1. The Firm’s ADV Part 1 includes a listing of direct and indirect owners and executive officers and is publicly available on the SEC’s website at www.adviserinfo.sec.gov. Part 2A of Form ADV: Uniform Application for Investment Adviser Registration Page 6 Firm Clients The Firm provides investment advice and wealth planning services, coupled with an open-architecture investment platform to service high-net-worth individuals, families, family offices, trusts, investment partnerships, private foundations, and retirement plans. The Firm advises its Clients on a broad range of investments and portfolios that contain, among other investments, equities, fixed income, hedge funds, private credit, private equity, venture capital, real estate, direct investments, customized structured products, and other types of investments. The Firm will typically work with each Client to develop an investment policy statement to establish a prudent framework for their investment portfolio. The investment policy statement describes the specific allocation and guidelines recommended to meet the Client’s stated investment objective and outlines the investment objective, strategy, philosophy and approach that govern the Firm’s portfolio management. The Firm provides investment advisory services on a non-discretionary or discretionary basis, as determined and authorized by the Client and as outlined in their respective investment advisory agreement with the Firm. To the extent certain of the Firm’s Clients qualify, such Clients will be eligible to participate as investors in Affiliated Funds managed by the Firm. This type of investment involves additional risk and is only

recommended when consistent with the Client’s stated investment objectives, tolerance for risk, suitability and liquidity profile. All relevant information, terms, and conditions relative to any Affiliated Fund managed by the Firm are outlined in the applicable Offering Documents, which each Investor is required to receive and execute before being accepted as an investor in such Affiliated Fund. For Clients that are provided investment advisory services on a discretionary basis, the Firm has no discretion or authority to allocate or make an investment on behalf of a Client in the Firm’s Affiliated Funds, without the Client’s written authorization and approval of such investment. Therefore, any recommendations to a Client to invest in an Affiliated Fund are provided only on a non-discretionary basis. Please see Items 5 and 10 of this brochure for additional information regarding Affiliated Funds and the types of fees associated with making an investment therein. In addition to the above services, the Firm also serves as a multi–family office to prominent families across the country. The Firm serves as the management office for these wealthy families, providing strategy and planning related guidance, including comprehensive trust and estate planning recommendations, family governance advisory, next generation education, accounting and tax assistance, risk management, private business venture advice, philanthropy, and other family office related services. These services are further addressed in Item 10 of this brochure. The Firm provides investment advice regarding unaffiliated private investment funds to certain qualified Clients as it deems appropriate. The Firm’s role relative to the unaffiliated private investment funds shall be limited to its initial and ongoing due diligence and investment monitoring services. Private fund offerings are generally offered only through an offering memorandum (and its related governing documents) and may only be offered to qualified investors. If the Firm’s Client becomes an investor of an unaffiliated private fund, the amount of assets invested in the fund(s) shall be included as part of “assets under management” for purposes of the Firm calculating its investment advisory fee. The Firm’s Clients are under no obligation to consider or make an investment in a private investment fund(s), and private investment funds generally involve various risk factors, including, but not limited to, potential for complete loss of principal, liquidity constraints and lack of transparency, and other factors which are discussed in each fund’s respective offering documents, which will be provided to each prospective investment Client for review and consideration prior to investing. In addition, a Client’s interests in unaffiliated private fund(s) are reflected on the fund’s books and records and Client assets invested in such funds are generally custodied at a Part 2A of Form ADV: Uniform Application for Investment Adviser Registration Page 7 different custodian than typically used by Clients of the Firm (and may be considered held-away assets). Unlike liquid investments that a Client may own, private investment funds do not provide daily (or in some cases even quarterly or annual) liquidity or pricing, and in the event the Firm references private investment funds owned by the Client on any supplemental account reports prepared by the Firm, the value(s) for all private investment funds owned by the Client shall reflect the most recent valuation provided by the fund sponsor and/or its fund administrator. If no subsequent valuation post-purchase is provided by the fund sponsor then the valuation shall reflect the initial purchase price or investment (and/or a value as of a previous date), or the current value(s) (either the initial purchase price and/or the most recent valuation provided by the fund sponsor). If the valuation reflects the initial purchase price of investment (and/or a value as of a previous date), the current value(s) (to the extent ascertainable) could be significantly more or less than the original price. The Client’s advisory fee shall be based upon reflected fund value(s). Affiliated Funds The Firm provides investment advisory services to its Affiliated Funds, which are collective investment pools that are part of a master-feeder fund structure. The Firm’s advisory services are provided to the Affiliated Funds, pursuant to the terms of its relevant Offering Documents and based on the specific investment objectives and strategies as disclosed in the Offering Documents. The Firm provides its advisory services on a discretionary basis to its Affiliated Funds and serves as the designated Investment Manager to such Affiliated Funds. Institutional investors such as family offices and other highly sophisticated, high-net-worth participants constitute the Firm’s Affiliated Funds’ investor base. These Investors must meet certain minimum financial requirements to be eligible to participate in any Affiliated Funds, which are structured as private investment companies that are exempt from registration as investment companies under U.S. law by Section 3(c)(7) or 3(c)(1) of the Investment Company Act of 1940, as amended (the “Investment Company Act”). Advisory Assets As of December 31, 2023, the Firm advised on approximately $1,233,665,124 in Client and Affiliated Fund assets (collectively Clients). Of this total, approximately $1,141,821,346 are considered regulatory assets under management of which $809,835,986 of the Firm's regulatory assets are managed on a discretionary basis and approximately $331,985,360 are managed by the Firm on a non-discretionary basis. End of section. Part 2A of Form ADV: Uniform Application for Investment Adviser Registration Page 8