Privacy Statement

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

All ﬁnancial companies need to share clients’ personal information to run their everyday business. The types of personal information we collect and share depend on the product or service you have with us. This information can include:

Social Security number
Financial goals, information, and history
Investment holdings and experience
Account transactions

When you are no longer our customer, we continue to share your information as described in this notice.

How does Dightman Capital Group collect my personal information?

We collect your personal information when you

Open an account
Deposit funds
Receive financial planning services
Request an informational meeting through our website

When and why does Dightman Capital Group share my personal information?

Why can't I limit all sharing?

Under Federal law you only have the right to limit

Sharing for afﬁliates’ everyday business purposes
Information about your creditworthiness
Afﬁliates from using your information to market to you
Sharing that allows nonafﬁliates to market to you

How does Dightman Capital Group protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards, secured ﬁles, and secured buildings. We also restrict access to your personal information to those individuals who need to know the information to provide services and/or products to you.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and non-financial companies. Dightman Capital has no affiliates.

Non-Affiliates

Companies not related by common ownership or control. They can be financial and non-financial companies. Dightman Capital’s non-affiliated business partners include the custodian we recommend, Fidelity Brokerage Services LLC.

Joint marketing

A formal agreement between non-affiliated financial companies that together market financial products or services to you. Dightman Capital does not have any such agreements in place.

Other Important Information

You may have additional privacy protections under applicable state laws and some individual companies may give you additional rights to limit sharing. To the extent additional state laws apply, we will comply with those laws when we share information about you, and in some cases may be limited by you.