Privacy policy

This is for your information only. No action is required on your part.

At Wallace Hart LLC, d/b/a Wallace Hart Capital Management, protecting your privacy is very important to us. We want you to understand what information we collect and how we use it. We collect and use nonpublic personal information in order to provide our clients with a broad range of financial services as effectively and conveniently as possible. We treat nonpublic personal information in accordance with this privacy policy.

Nonpublic personal information is nonpublic information about you that we obtain in connection with providing a financial service or product to you.

What information do we collect?

In order to fulfill our obligations to you, we need certain information. Generally this includes your name, address, Social Security number, date of birth, account numbers, and information about your income. We may also have access to other sensitive information, such as credit scores and income tax information.

Where do we get this information?

We may collect nonpublic personal information about you from a variety of sources, such as:

• Information we receive from you on applications or other forms;
• Information about your transactions with us, our affiliates, or others, such as the custodian or custodians of your accounts; and
• Information we receive from non-affiliated third parties, including consumer reporting agencies.

What information do we disclose, and to whom do we disclose it?

We do not disclose any nonpublic information about you without your express consent, except as permitted by law and as needed to provide the services you have requested. This applies to current as well as former clients. We restrict access to your nonpublic personal information to those who need to know that information in order to provide products or services to you.

Our affiliates are companies with which we share common ownership. We do not currently have any affiliated companies.

Our security procedures

We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information. This includes measures to protect your information in the course of its disposal.

Website data and cookies

This section describes information collected through this website, which is separate from the client information described above.

Information you send us directly. If you complete the contact form, we receive the information you choose to enter: your name and email address, and optionally your phone number, the topic you selected, an investable-asset range, and your message. We use it to respond to you. Please do not send account numbers, Social Security numbers, or other sensitive personal information through the form.

Analytics cookies. With your consent, we use Vercel Web Analytics and Google Tag Manager to understand how this site is used, so we can improve it. These are not loaded until the consent decision permits them. You can accept or reject analytics cookies at any time using the Cookie Settings link in the footer of every page, and your choice is remembered for 180 days.

Global Privacy Control. If your browser sends a Global Privacy Control signal and you have not made an explicit choice of your own, we treat that signal as a rejection of analytics cookies.

Scheduling and maps. If you choose to book a call or interact with the embedded map, those services are operated by third parties under their own privacy policies.

We do not sell personal information collected through this website.

Questions

If you have questions about this notice, please contact us or call 859.300.3030.