Important Disclosures

Athos Capital Advisors Last Updated: February 2026

General

Athos Capital Advisors ("Athos Capital") is a registered investment adviser in the State of California. Registration with the state does not imply a certain level of skill or training. The information provided on this website is for general informational purposes only and should not be construed as personalized investment advice, a solicitation, or an offer to buy or sell any securities.

Nothing on this website should be interpreted as a recommendation to purchase, sell, or hold any particular security or investment strategy. The content presented is not intended to serve as the sole basis for any investment decision. All investors are advised to conduct their own independent research and consult with qualified financial, legal, and tax professionals before making any investment decisions.

Advisory Services and Fees

A complete description of our advisory services, fees, and business practices is available in our Form ADV Part 2A (Firm Brochure), which is filed with the Securities and Exchange Commission and available on the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov. A copy is also available upon request by contacting our office.

No Guarantee of Results

Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown or described on this website. The performance of any account or investment strategy may differ materially from the performance shown due to, among other things, differences in account size, timing of contributions and withdrawals, fees, market conditions, and individual tax circumstances.

Any projections, forecasts, or estimates contained on this website are forward-looking statements based on assumptions that may not be realized. Actual results may differ materially.

Hypothetical and Illustrative Examples

Where case studies, planning scenarios, or illustrative examples are presented on this website, they are hypothetical or composite in nature and are provided for educational purposes only. They do not represent any specific client or actual account. These examples are not indicative of future results. Individual situations and outcomes will vary.

Third-Party Content and Links

This website may contain links to third-party websites or reference third-party content for informational purposes. Athos Capital does not endorse, control, or guarantee the accuracy of any information provided by third parties. The inclusion of any link or reference does not imply our endorsement of the linked site or its content.

Market Commentary and Educational Content

Any market commentary, research, or educational content published on this website reflects the views of Athos Capital as of the date indicated and may change without notice. Such content is provided for informational purposes and does not constitute investment advice or a recommendation regarding any particular security, strategy, or investment product.

Benchmark Disclosures

When performance comparisons to benchmarks are presented, the benchmarks referenced (such as the S&P 500 Total Return Index or the Bloomberg U.S. Aggregate Bond Index) are unmanaged indices that do not incur management fees, transaction costs, or other expenses. They are not available for direct investment. Benchmark comparisons have limitations, as the indices may differ from Athos Capital's strategies in volatility, asset composition, and other material factors.

Leveraged and Non-Traditional Investments

Certain strategies managed by Athos Capital may invest in leveraged exchange-traded funds (ETFs), concentrated equity positions, or other non-traditional investment vehicles. These instruments involve risks that are materially different from, and in many cases greater than, those associated with traditional investments. Leveraged ETFs seek to deliver multiples of the daily performance of their underlying index and, due to daily compounding, may produce returns over longer periods that differ significantly from the target return. These investments may not be suitable for all investors.

Tax and Legal Information

The information on this website is not intended to provide tax, legal, or accounting advice. Clients and prospective clients should consult their own tax, legal, and accounting advisors before engaging in any transaction or strategy discussed on this website.

Communication and Social Media

Athos Capital may maintain a presence on social media platforms or publish content through email newsletters or other digital channels. Content shared through these channels is subject to the same disclosures outlined on this page. Social media posts and similar communications should not be considered investment advice or an offer of advisory services.

Privacy

For information about how we collect, use, and protect your personal information, please see our Privacy Policy.

Contact Us

If you have questions about these disclosures or would like additional information about our advisory services, please contact us:

Athos Capital Advisors Email: henry@athoscapitaladvisors.com | Phone: 970.988.7683 | Address: Newport Beach, CA

Additional information about Athos Capital Advisors, including our advisory fees, services, and disciplinary history, is available on the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov or upon request.

Athos Capital Advisors is a registered investment adviser in the State of California. Registration does not imply a certain level of skill or training.