Privacy Policy

September 18, 2025

Privacy Policy

Beau Morgan Advisors (“Beau Morgan Advisors”) is an investment
advisory firm registered with the SEC that provides investment
advisory services and operates www.beaumorgan.com, which
describes our services.

This document is intended to inform prospective clients and website
visitors of our policies concerning the collection, use, sharing, and
disclosure of Personal Information of anyone using our services.
By using our services, you agree to the collection and use of
information by the terms of this policy. The Personal Information
collected by the firm is used to assist Beau Morgan Advisors in
providing investment advisory services. The firm will not use or share
your information with anyone except as described in this Privacy
Policy.

When you are no longer our client, we continue to share your
information as described in this notice. However, you can contact us
at any time to limit our sharing.

The terms used in this Privacy Policy have the same meanings as in
our Terms and Conditions, which are accessible at
www.beaumorgan.com unless otherwise defined in this Privacy Policy.
Beau Morgan Advisors deploys appropriate computer safeguards and
secures all files and buildings to protect your personal information
from unauthorized access and use.

Information Collection and Use

Beau Morgan Advisors may require you to provide the firm with certain
personally identifiable information, including, but not limited to, your
name, phone number, and postal address. This information is used to
contact or identify you.

Please do not distribute without permission from Beau Morgan Advisors. Beau Morgan Advisors
For business purposes— such as to process your transactions,
maintain your account(s), or respond to court orders and legal
investigations, the firm may collect, track, and share.
Social Security numbers, Tax IDs, income, account balances, and credit
information. The federal government and some states allow you to
limit this collection and sharing. Such limits may prevent us from
providing the necessary services. For more information, or to limit
information sharing, contact us at the phone number or email address
listed below for more information.