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Form CRS (Client Relationship Summary)

Last Updated: October 2, 2026

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Form CRS (Form ADV Part 3) is the short relationship summary the SEC requires investment advisers to give retail clients. In plain language it answers: what services Eggz offers, what you pay, what conflicts of interest Eggz has, whether Eggz or its people have a disciplinary history, and the questions you may want to ask.

This page holds the Form CRS counsel has prepared.

Copyright © 2026 by Eggz

Advisory services offered through Eggz, an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Brokerage products and services are provided by Alpaca Securities, LLC, an SEC registered Broker Dealer, Member FINRA/SIPC. Investment products are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. View additional investing disclosures.

Brokerage services are provided by Alpaca Securities LLC (“Alpaca”), member FINRA/SIPC, a wholly-owned subsidiary of AlpacaDB, Inc. Technology is offered by Eggz. This is not an offer, solicitation of an offer, or advice to buy or sell securities, or open a brokerage account in any jurisdiction where Alpaca is not registered (Alpaca is registered only in the United States). All accounts and trade executions are powered by Alpaca’s technology. View Alpaca’s disclosures at: https://alpaca.markets/disclosures.

Alpaca Securities, LLC (“Alpaca Securities”) is not responsible for and is not providing the technology and services you receive from us to access and manage your brokerage account with Alpaca Securities. You firmly agree to hold Alpaca and its affiliates, owners, directors, employees, clearing firm and agents harmless for any loss or damage arising from the use of or unavailability of the technology and services that we are providing.