Privacy Policy

Effective Date: 6/7/2025

At McFarlin Capital, we value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage with our services.

1. Information We Collect

We may collect the following types of information:

Personal Information You Provide

Name, email address, phone number
Mailing address
Financial details (if voluntarily submitted via forms or secure portals)
Any other information you provide via our contact or scheduling forms

Automatically Collected Information

IP address, browser type, device type
Pages visited and time spent on our website
Cookies or similar tracking technologies (see Section 6)

2. How We Use Your Information

We use your information to:

Respond to inquiries or service requests
Provide financial advisory or planning services
Schedule appointments or follow-ups
Comply with legal or regulatory obligations
Improve website functionality and client experience

3. Information Sharing and Disclosure

We do not sell, rent, or trade your personal information. We may share information with:

Service providers or vendors under confidentiality agreements (e.g., web hosting or CRM software)
Regulatory authorities if required by law or in connection with legal proceedings
Affiliates or custodians as part of providing financial services (if applicable)

All third-party service providers are bound by privacy and data protection obligations.

4. Data Security

We implement industry-standard safeguards to protect your data, including:

Secure socket layer (SSL) encryption
Restricted internal access to data
Regular review of systems for vulnerabilities

However, no electronic transmission is 100% secure, and we cannot guarantee absolute security.

5. Your Rights and Choices

You may:

Request to review or correct your personal information
Opt out of future communications at any time
Instruct us not to share your information (as permitted by law)

To exercise these rights, contact us at [Insert Email or Phone Number].

6. Use of Cookies and Tracking Technologies

Our website may use cookies or similar technologies to enhance user experience and collect anonymous usage data. You can modify your browser settings to decline cookies, but some features may not function properly.

7. Children’s Privacy

Our services are not directed to children under the age of 13, and we do not knowingly collect information from anyone under 13.

8. Regulatory Compliance

McFarlin Capital complies with applicable privacy regulations including:

SEC Regulation S-P
Gramm-Leach-Bliley Act (GLBA)
FINRA Rules on recordkeeping and client communications

We maintain physical, electronic, and procedural safeguards to ensure compliance.

9. Updates to This Policy

We may update this Privacy Policy periodically. The latest version will always be posted here with a revised effective date.

10. Marketing and Third-Party Advertising

We partner with third-party vendors, including Google, to display ads and collect data for marketing purposes. These vendors may use cookies, web beacons, or similar technologies to serve ads based on your past visits to our website or interaction with our content.

Specifically, we may use:

Google Ads (including Remarketing and Conversion Tracking)
Google Analytics Advertising Features
Other paid media platforms used by our authorized marketing agency

These technologies help us understand the effectiveness of our marketing campaigns and improve user experience. The information collected may include:

IP addresses
Browser type and language
Referring and exit pages
Device information and browsing behavior

How to Opt Out:
You can control how Google uses your data by visiting:
https://adssettings.google.com/
You may also install the Google Analytics Opt-out Browser Add-on:
https://tools.google.com/dlpage/gaoptout

Important: We do not combine this advertising data with personally identifiable financial information or share it with custodians or investment platforms.

11. Contact Us

If you have questions about this Privacy Policy, please contact:

McFarlin Capital
1123 Virginia Ave.

Murfreesboro, TN 37130
operations@mcfarlincapital.com
(615)890-1070