Privacy Policy
Athos Capital Advisors Last Updated: February 2026
Introduction
Athos Capital Advisors ("Athos Capital," "we," "us," or "our") is committed to protecting the privacy of our clients, prospective clients, and visitors to our website. This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your information.
Athos Capital Advisors is a registered investment adviser in the State of California. This policy applies to information collected through our website, through our advisory services, and through any other interactions you may have with us.
Information We Collect
Information you provide to us. When you contact us, schedule a consultation, or become a client, we may collect personal information such as your name, email address, phone number, mailing address, date of birth, Social Security number, financial account information, employment and income information, investment objectives, risk tolerance, and other information relevant to providing investment advisory services.
Information collected automatically. When you visit our website, we may automatically collect certain information about your device and usage, including your IP address, browser type, operating system, referring URLs, pages viewed, and the dates and times of your visits. We may use cookies or similar technologies to collect this information.
Information from third parties. We may receive information about you from custodians, financial institutions, or other third parties in connection with providing our advisory services.
How We Use Your Information
We use the information we collect to:
Provide, maintain, and improve our investment advisory services
Communicate with you about your accounts, our services, and relevant market or planning topics
Respond to your inquiries and requests
Comply with legal and regulatory obligations
Protect against fraud and unauthorized activity
Operate and improve our website
We do not sell your personal information to third parties.
How We Share Your Information
We may share your information in the following circumstances:
Service providers. We may share information with third-party service providers who assist us in operating our business, such as custodians, technology providers, compliance consultants, and email platforms. These providers are authorized to use your information only as necessary to provide services to us.
Legal and regulatory requirements. We may disclose your information when required by law, regulation, legal process, or governmental request, including to the Securities and Exchange Commission (SEC) or state securities regulators.
With your consent. We may share your information with other parties when you have given us your consent to do so, such as when coordinating with your accountant, attorney, or other financial professionals.
Business transfers. In the event of a merger, acquisition, or sale of all or a portion of our business, your information may be transferred as part of that transaction.
Cookies and Tracking Technologies
Our website may use cookies and similar tracking technologies to improve your browsing experience and help us understand how our site is used. You can control cookies through your browser settings. Disabling cookies may affect the functionality of certain parts of our website.
We may use third-party analytics services (such as Google Analytics) that collect information about website usage. These services may use cookies and similar technologies to collect and analyze information about use of our website.
Data Security
We maintain reasonable administrative, technical, and physical safeguards designed to protect the personal information we collect from unauthorized access, use, or disclosure. However, no method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.
Your Choices
You may opt out of receiving promotional communications from us by following the unsubscribe instructions in any such communication or by contacting us directly. Please note that even if you opt out of promotional communications, we may still send you communications related to your account or our ongoing advisory relationship.
If you would like to request access to, correction of, or deletion of your personal information, please contact us using the information below. We will respond to your request in accordance with applicable law.
California Privacy Rights
If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to request deletion of your personal information, and the right to opt out of the sale of your personal information. As noted above, we do not sell your personal information.
To exercise any of these rights, please contact us using the information provided below.
Retention
We retain personal information for as long as necessary to fulfill the purposes for which it was collected, to comply with our legal and regulatory obligations, and as required by applicable recordkeeping rules, including those set forth by the SEC and state regulators.
Changes to This Policy
We may update this Privacy Policy from time to time. When we make changes, we will update the "Last Updated" date above. We encourage you to review this page periodically to stay informed about how we protect your information.
Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact us:
Athos Capital Advisors Email: henry@athoscapitaladvisors.com | Phone: 970.988.7683 | Address: Newport Beach, CA
Athos Capital Advisors is a registered investment adviser in the State of California. Registration does not imply a certain level of skill or training.