Kintail Advisors | Privacy Policy

Website & Digital Privacy

This section applies to information submitted through KintailAdvisors.com, tools.KintailAdvisors.com, website forms, planning tools, consultation requests, and pre-onboarding questionnaires.

Information you choose to provide

Kintail Advisors may collect contact information, questions, planning information, broad financial ranges, goals, investment objectives, time horizon, liquidity needs, risk-tolerance information, and other information you voluntarily submit through a Kintail Advisors form or tool.

How Kintail Advisors uses it

Kintail Advisors uses submitted information to respond to inquiries, operate requested tools or reports, evaluate prospective advisory relationships, support onboarding and advisory services, maintain required business records, and protect Kintail Advisors' systems from misuse or security threats.

Technology and service providers

Limited technical information may be processed when you use the site, including information needed for security, anti-spam protection, routing, system performance, and source attribution. Kintail Advisors may use approved technology and service providers to host the website, protect forms, route information, maintain customer relationship records, store records, and support communications.

Security and sensitive information

Kintail Advisors maintains administrative, technical, and procedural safeguards designed to protect information and restrict access to those with a legitimate business need. Public website forms are not intended for Social Security numbers, account numbers, passwords, tax identification numbers, or other account credentials.

Kintail Advisors does not sell or rent personal information.

Information collected through Kintail Advisors' website and digital tools is used for Kintail Advisors' business, advisory, operational, security, compliance, and communication purposes. Kintail Advisors does not sell or rent personal information.

Kintail Holdings, LLC d/b/a KINTAIL ADVISORS

PRIVACY POLICY

Last Updated: February 19, 2026

This Privacy Policy is provided pursuant to the Gramm-Leach-Bliley Act and applicable state privacy regulations.

Kintail Holdings LLC, doing business as Kintail Advisors ("Kintail Advisors," "we," "our," or "us"), is committed to protecting the confidentiality and security of our clients' nonpublic personal information.

If you have any questions about the contents of this privacy policy, please contact us at (779) 222-6450 or by email at: patrick@kintailadvisors.com

Additional information about Kintail Holdings, LLC d/b/a Kintail Advisors is also available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov. Kintail Advisors' CRD number is 337506.

Information We Collect

We may collect nonpublic personal information about you from the following sources:

Information provided by you on applications, questionnaires, or other forms
Information about your transactions with us or our custodians
Information received from third parties, such as custodians or service providers, as permitted by law

This information may include, but is not limited to, your name, address, social security number, financial information, investment objectives, and account balances.

Information We Disclose

Kintail Advisors does not sell or rent nonpublic personal information to anyone.

Kintail Advisors does not disclose any nonpublic personal information about current or former clients to anyone, except as permitted or required by law.

Permitted disclosures may include information provided to:

Custodians, broker-dealers, or other service providers necessary to service your account
Regulatory or law enforcement authorities as required by law
Professional service providers (e.g., compliance consultants, auditors) who are bound by confidentiality obligations

Service providers engaged by Kintail Advisors are required to maintain the confidentiality of client information and may not use such information for any purpose other than providing contracted services.

Safeguards to Protect Your Information

Access to nonpublic personal information is limited to employees and supervised persons who require such information to provide advisory services.

Kintail Advisors maintains physical, electronic, and procedural safeguards designed to protect client information, including:

Secure electronic systems and password protection
Restricted access to client information
Secure document storage and retention practices

Former Clients

We do not disclose nonpublic personal information about former clients except as permitted or required by law.

Policy Delivery and Updates

We reserve the right to change this Privacy Policy. If changes are made, clients will be notified as required by applicable law.

We will provide this Privacy Policy to clients at the time of establishing a client relationship and annually thereafter, as required by law.