Privacy policy
Effective Date: September 29, 2026
Reese Legacy Capital (“the Firm,” “we,” “us,” or “our”) is committed to protecting the privacy and security of personal information belonging to visitors of our website and to the clients we serve as a registered investment adviser. This Privacy Policy explains what information we collect, how we use and protect it, and the choices available to you.
This policy applies to information collected through reeselegacycapital.com (the “Site”) as well as the nonpublic personal information we collect in the course of providing investment advisory services to our clients.
Information we collect through our website
Information you provide directly
When you use the contact form on our Site, we collect the information you submit, which may include:
- Your name
- Your email address
- Your phone number, if you provide it
- The range of your investable assets, if you choose one
- The contents of your message or inquiry
We use this information solely to respond to your inquiry and to communicate with you about our services.
Information collected automatically
Like most websites, our hosting provider automatically logs basic technical information when you visit the Site, such as your IP address, browser type, and the date and time of your visit. This information is used only for security, troubleshooting, and basic site administration, and is not used to personally identify visitors.
Third-party services
Our contact page shows a map provided by Google Maps, and our scheduling links open Calendly. When you use them, those services may collect information such as your IP address under their own privacy policies.
Financial privacy notice
As an investment adviser registered in Pennsylvania, the Firm is subject to the privacy and safeguarding requirements of the Gramm-Leach-Bliley Act, including Regulation P (12 CFR part 1016) and the Federal Trade Commission’s Safeguards Rule (16 CFR part 314), which govern how we handle the nonpublic personal information (“NPI”) of our clients. This section applies to individuals who are current, former, or prospective advisory clients of the Firm.
Categories of nonpublic personal information we collect
We collect nonpublic personal information about you from the following sources:
- Information you provide on applications, account forms, or other documents (e.g., name, address, Social Security number, date of birth, income, and financial goals)
- Information about your transactions and account activity with us or others (e.g., account balances, holdings, and transaction history)
- Information we receive from custodians, where applicable
How we use and disclose information
| Category | Does the Firm share? | Can you limit this sharing? |
|---|---|---|
| For everyday business purposes — to process your transactions, maintain your account(s), or respond to court orders and legal investigations | Yes | No |
| For our marketing purposes — to offer our products and services to you | No | Not applicable |
| For joint marketing with other financial companies | No | Not applicable |
| For our affiliates’ everyday business purposes — information about your transactions and experiences | No | Not applicable |
| For nonaffiliated third parties to market to you | No | Not applicable |
We do not sell your nonpublic personal information. We may disclose it to nonaffiliated third parties as necessary to service your account (for example, to a custodian, broker-dealer, or portfolio accounting provider), as permitted or required by law, or with your consent.
Your right to opt out
If, at any time, the Firm intends to share your nonpublic personal information in a way that is not described above, we will provide you with a separate notice and the opportunity to opt out of that sharing before it occurs. To limit our sharing or ask questions about this notice, you may contact us at:
Reese Legacy Capital
Email: robert@reeselegacycapital.com
Attn: Privacy Officer
How we protect your information
We restrict access to nonpublic personal information to those employees and service providers who need it to provide services to you. We maintain physical, electronic, and procedural safeguards designed to protect your information, consistent with our obligations under the FTC’s Safeguards Rule, including written policies and procedures governing data security and incident response.
Cookies and tracking technologies
Our Site uses the Google tag from Google Ads to measure whether our online advertising leads to inquiries. When you visit the Site, Google may set cookies and collect information such as your IP address, browser type, the pages you visit, and whether you submit our contact form, click to book an introductory call, or tap to call us. We use this information only in aggregate to measure advertising results. We do not send Google the contents of your contact form, such as your name, email address, phone number, or financial information. Google’s use of this information is governed by its own privacy policy. You can limit ad personalization at adssettings.google.com and block or delete cookies in your browser settings. We do not sell personal information. Embedded third-party services, such as Google Maps, may also set their own cookies.
Data security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, or disclosure. No method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
Data retention
We retain personal information for as long as necessary to fulfill the purposes described in this policy, respond to your inquiries, and comply with applicable recordkeeping obligations under Pennsylvania and federal securities laws.
Your choices
You may contact us at any time to ask questions about the personal information we hold about you, to update your contact information, or to exercise the opt-out rights described above.
Children’s privacy
Our Site and services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.
Changes to this policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. The “Effective Date” at the top of this page indicates when it was last revised. Advisory clients receive the Firm’s privacy notice when the relationship begins and afterward as required by Regulation P.
Contact us
If you have questions about this Privacy Policy or our privacy practices, please contact:
Reese Legacy Capital
Email: robert@reeselegacycapital.com
Website: reeselegacycapital.com