Privacy policy.
Last Updated: December 29, 2025
Atlas Capital Advisors, LLC
New Bern, North Carolina
Atlas Capital Advisors (“Atlas Capital Advisors,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your data when you interact with our website and services.
By using our website or submitting information to us, you agree to this Privacy Policy.
1. Information We Collect
We collect personal information in the following ways:
Information you provide directly
Name, email address, phone number
Messages or inquiries submitted through our website forms
Information provided during consultations or appointment scheduling
Information collected automatically
IP address, browser type, pages viewed, and general usage data
Cookies and analytics data collected through tools like Google Analytics
Information from financial service interactions
If you become a client, we may collect additional personal and financial information necessary to provide advisory services. These details are handled under separate regulatory requirements and confidentiality standards.
2. How We Use Your Information
We use your information to:
Respond to inquiries and schedule consultations
Provide financial advisory services
Improve website performance and user experience
Send updates, market insights, or educational content (only if you opt in)
Comply with legal and regulatory obligations
We do not sell personal information. Ever.
3. Cookies & Tracking
We use cookies and analytics tools to understand website usage and enhance functionality.
You can disable cookies in your browser settings if you prefer.
4. How We Share Information
We may share information with trusted third-party service providers that support our operations, including:
Website hosting and analytics services
Communication and scheduling tools
Compliance and regulatory platforms used in advisory services
These providers are required to safeguard your information and use it only for the services they perform for us.
We may also share information if required by law, regulation, or legal process.
5. Data Security
We use reasonable administrative, technical, and physical safeguards to protect personal information.
While no method of transmission or storage is 100% secure, we work to protect your data using industry-standard practices.
6. Data Retention
We retain personal information only as long as necessary to:
Provide requested services
Meet regulatory or legal requirements
Maintain legitimate business purposes
Client financial records follow regulatory retention rules.
7. Your Choices & Rights
You may:
Request access to your personal information
Request correction or deletion where legally permitted
Opt out of marketing communications at any time
To make a request, contact us at
8. Children’s Privacy
Our website and services are not intended for children under 13.
We do not knowingly collect information from children.
9. Third-Party Links
Our website may link to third-party websites.
We are not responsible for the privacy practices or content of those sites.
10. Updates to This Policy
We may update this Privacy Policy periodically to reflect business practices or legal requirements.
The “Last Updated” date will reflect the most recent revision.
11. Contact Us
If you have questions about this Privacy Policy or how we handle data, contact us at:
Atlas Capital Advisors, LLC