Privacy

Privacy Policy

Your trust is the foundation of our business. We are committed to protecting your privacy and safeguarding your personal information.

Last Updated: March 2026

  • Fiduciary Standard. Legally bound to your best interest.
  • Aligned Fees. Transparent pricing. No hidden compensation.
  • State-Registered RIA. Texas State Securities Board.
  • CEBS, Series 66. J. Winston Booth.

Information We Collect

  • Personal Information. Name, email address, phone number, and other contact details you provide through our forms.
  • Financial Information. Information about your investment objectives and financial situation as necessary to provide advisory services.
  • Website Usage Data. Information about how you access and use our website, collected to improve functionality and user experience.

How We Use Your Information

We use the information we collect to provide advisory services, respond to your inquiries, comply with legal obligations, and protect against fraud. We do not sell, rent, or trade your personal information to third parties.

How We Share Your Information

We may share your information with:

  • Custodians (Interactive Brokers) as necessary to manage your accounts
  • Service providers who assist in operating our website and delivering services
  • Regulatory authorities or as otherwise required by law

Third-Party Services

  • Vercel — Website hosting and content delivery
  • Resend — Transactional email delivery for form submissions
  • Sentry — Error monitoring to improve website reliability
  • Upstash Redis — Rate limiting to protect against abuse

How We Protect Your Data

Cookies & Tracking

Our website uses essential cookies necessary for functionality. We do not use advertising cookies or third-party tracking pixels. We do not participate in cross-site tracking and we honor Do Not Track browser signals. For a detailed list of the specific cookies this site sets, see our Cookie Policy.

Data Retention

We retain personal information only as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements.

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. All data transmitted through our website is encrypted using TLS.

Your Rights

You may access or correct your personal information at any time. If you wish to limit or withdraw information you have provided, contact us using the information below. We will respond to your request within 30 days.

Regulatory Compliance

As a registered investment advisor, we comply with the privacy requirements set forth in Regulation S-P under the Investment Advisers Act of 1940. We deliver our privacy notice to clients at account opening and annually thereafter.

Questions About Privacy?

Bancroft Booth Capital Advisors

106 E Main St Suite 102

Royse City, TX 75189

Email: begin@bancroftbooth.com

Phone: (214) 810-1978

Related Disclosures

Review our other legal and regulatory documents: Terms of Service and Form ADV.