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Privacy Policy

Privacy Policy

Last updated

June 8, 2026.

PRIVACY POLICY

This Privacy Policy explains how Acribus Capital, LLC (“Acribus,” “we,” “us,” or “our”) collects, uses, shares, and protects personal information in connection with our investment advisory services and this website. It applies to current and former clients and to information we collect both online and offline.

1. INFORMATION WE COLLECT

We may collect nonpublic personal information about you (“personal information”), including:

  • Contact details, such as your name, mailing address, email address, and phone number.
  • Identifiers, such as Social Security or taxpayer identification number and date of birth.
  • Financial information, such as assets, income, account balances, investment activity, transaction history, and banking or brokerage relationships.
  • Information you provide in applications, agreements, questionnaires, and other forms.
  • Information from third parties you authorize, such as custodians, brokerdealers, accountants, or attorneys.

We collect this information directly from you, through your interactions and transactions with us, and from third parties you authorize to share it with us.

2. HOW WE USE YOUR INFORMATION

We use your personal information to:

  • Open, administer, and service your investment accounts.
  • Execute transactions and implement investment advice you authorize.
  • Verify your identity and help prevent fraud or other unlawful activity.
  • Comply with legal, regulatory, and reporting obligations.
  • Communicate with you about your accounts, reports, and our services.
  • Manage our internal operations, risk, and recordkeeping.

We use your information only for legitimate business purposes related to your relationship with Acribus and as allowed by applicable law.

3. HOW WE SHARE INFORMATION

Acribus does not sell your personal information and does not disclose it to nonaffiliated third parties for their own marketing purposes. We may share personal information in the following limited circumstances:

  • Service providers and custodians: With employees, custodians, technology vendors, consultants, and other service providers who help us service your accounts and who are required by contract to keep your information confidential and use it only for agreed purposes.
  • Joint marketing: With certain nonaffiliated financial institutions with whom we jointly offer or endorse financial products or services, subject to confidentiality restrictions consistent with GLBA and Regulation SP.
  • At your direction: With third parties when you authorize us in writing (for example, your attorney, accountant, or other adviser).
  • Regulatory, legal, and fraud prevention: When required or permitted by law, regulation, subpoena, court order, or to cooperate with regulators or law enforcement in preventing fraud, suspicious activity, or other illegal conduct.
  • Business transfers: In connection with a potential or actual reorganization, merger, or transfer of our advisory business, to the extent permitted by law.

Because we limit sharing to what the law permits for servicing, compliance, and joint marketing, you generally do not need to opt out of sharing. If our practices change in a way that would expand sharing beyond these purposes, we will provide an updated notice and, where required, an opportunity to opt out before such sharing begins.

4. WEBSITE AND ONLINE DATA

When you visit our website, we may receive certain technical and usage information automatically, such as IP address, browser type, device identifiers, and pages visited. We use this information to operate, secure, and improve our website and to understand how visitors interact with it.

If we use cookies or similar technologies, it will be solely for functional, security, or limited analytics purposes and not to sell your data or profile you for targeted advertising, consistent with applicable financialprivacy and state laws.

5. WEBSITE MAINTENANCE AND SUPPORT

This website is maintained and supported by ElevatedPro Solutions on behalf of Acribus Capital. ElevatedPro Solutions and other website, hosting, security, analytics, form-processing, communications, or technology providers may process limited information as needed to operate, maintain, secure, improve, or troubleshoot the website and related systems.

6. HOW WE PROTECT YOUR INFORMATION

We maintain physical, electronic, and procedural safeguards designed to protect your personal information against unauthorized access, use, or disclosure. These safeguards include, for example:

  • Multifactor authentication and passwordprotected systems.
  • Encrypted devices, secure network connections, and firewalls.
  • Secure data backup and restricted access based on job responsibilities.
  • Employee training on information security, privacy, and confidentiality.

We periodically review and enhance our cybersecurity and dataprotection measures to comply with the SEC’s Safeguards Rule, Regulation SP (including 2024 amendments), and applicable Texas datasecurity standards.

7. INCIDENT RESPONSE AND BREACH NOTIFICATION

Acribus maintains a written incident response program to promptly detect, investigate, and respond to suspected or actual unauthorized access to customer information. If “sensitive customer information” has been, or is reasonably likely to have been, accessed or used without authorization in a way that could cause substantial harm or inconvenience, we will notify affected individuals as soon as practicable and no later than 30 days after determining that such a breach occurred, unless a lawful lawenforcement delay applies.

If a reasonable investigation shows that sensitive customer information has not been, and is not reasonably likely to be, used in a manner that would result in substantial harm or inconvenience, individual notice may not be required under Regulation SP.

8. FORMER CLIENTS

If your client relationship with Acribus ends, we will retain your information only as needed to meet legal, regulatory, and recordkeeping obligations and our business needs. We protect and, where applicable, limit sharing of information about former clients in the same way as for current clients.

9. YOUR RIGHTS UNDER TEXAS LAW (TDPSA)

If you are a Texas resident, the Texas Data Privacy and Security Act (“TDPSA”) may grant you certain rights regarding your personal data, subject to applicable exemptions for financial institutions and registered investment advisers. To the extent the TDPSA applies and no exemption controls, you may have the right to:

  • Confirm whether we are processing your personal data and access such data.
  • Request correction of inaccuracies in your personal data.
  • Request deletion of personal data provided by or obtained about you.
  • Obtain a copy of your personal data in a portable and readily usable format.
  • Opt out of processing for targeted advertising, sale of personal data, or certain profiling.

To exercise these rights, contact us at info@acribuscapital.com or (214) 8106002. We will respond in accordance with applicable law and will explain if a financialservices or other exemption, or another legal requirement, limits our ability to fulfill your request.

10. HOW LONG WE KEEP YOUR INFORMATION

We retain personal information for as long as necessary to provide services to you and to satisfy legal, regulatory, and business recordkeeping requirements, including those under SEC and state law. When information is no longer required, we securely destroy or deidentify it using physical and electronic methods designed to prevent unauthorized access or reconstruction.

11. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. When we do, we will revise the “Effective Date” at the top of this page and, where required, provide additional notice (for example, via email or account communications) and any necessary optout opportunity.

12. CONTACT US

If you have any questions about this Privacy Policy, our privacy practices, or your rights, please contact:

Acribus Capital, LLC Attn: Compliance Department 100 Crescent Ct, Suite 700 Dallas, TX 75201 Phone: (214) 8106002 Email: info@acribuscapital.com