Privacy
We take privacy very seriously.
Exian Capital Advisors LLC will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information.
We want you to understand what information we collect, how we use it, and how we protect your personal information.
We’ve broken this privacy policy up into different sections to address different audiences.
Particular areas of the world now require different privacy disclosures, so please read the entire policy to make sure you understand this website's practices fully.
For Website Visitors
I. If You Are Located in the EU
A. What Personal Data Does This Website Collect From You?
Personal data is information that can be used to identify you such as your name, IP address, and email address. This website collects personal data from you in 2 ways:
1. Opt-in email newsletter subscription form: your email address.
2. Contact form: your name and email address.
We collect the information above for the following purposes.
1. Opt-in email newsletter subscription form: To provide you with occasional alerts for when a new blog post is posted on the website, or to share information we feel would be useful to you.
2. Contact form: To contact you.
What Legal Basis Do We Have For Collecting and Processing Your Information?
Websites must have a legal basis for collecting information from individuals located in the European Union. Our legal basis for each of the ways we collect information from you is as follows. Please note where consent forms the basis, you can withdraw consent at any time by contacting us or by opting out of any email message using the “unsubscribe” link.
1. Opt-in email newsletter subscription form: You consent to the subscription. We have an allowed legitimate interest in updating you when a new blog post goes live on this website so that you can read it.
2. Contact form: You send us a message and consent for us to reply to your email address provided.
“Legitimate interests” for processing your personal information exist where you submit the information with an expectation that it will be processed and there is no undue impact on you. If you disagree or have questions, please contact me and I will cease the processing of your data under this legal basis.
D. Who Has Access To The Data We Collect?
We process and access to the data we collect from you. However, we use third parties to assist us with processing your personal data including the following categories of recipients:
Customer service communication platform
Email communication manager
Website management services
Website design and programming services
These third parties have signed contracts with us in which they are prohibited from utilizing, sharing or retaining your personal data for any purpose other than we dictate.
E. Cookies and Similar Technologies
This site uses cookies and similar technologies to track particular aspects of you and other people who visit us. This tracking is done to provide us with information on how people move about the site, what is of interest to them and what is not, how our marketing is performing, and incidental items such as what percentage of users access the site from a personal computer versus a mobile phone. You may block most cookies by adjusting your browser settings as well as responding to the cookie consent notice that appears when you visit this site.
What Are Cookies?
Cookies are tiny files that are downloaded to your computer to track particular aspects of your activity online to help us learn certain things about our website. This page describes what information they gather, how we use it and why we sometimes need to store these cookies. We will also share how you can prevent these cookies from being stored however this may downgrade or ‘break’ particular elements of the site’s functionality.
Disabling Cookies
You can prevent the setting of cookies by adjusting the settings on your browser (see your browser Help for how to do this) or by manually selecting which cookies you prefer on the pop-up that appears when you first visit the site. You can also opt out of tracking by many companies using cookies via the Network Advertising Initiative Consumer Opt-Out.
Our Cookies
Email Education-Related cookies
This site offers email subscription services providing you information.
Forms-Related Cookies
When you submit data to through a form such as contact forms, cookies may be set to remember your user details for future correspondence.
Third Party Cookies
In some special cases, we also use cookies provided by trusted third parties. The following section details which third party cookies you might encounter through this site.
Statistics
This site uses Google Analytics which is one of the most widespread and trusted analytics solutions on the web for helping us to understand how you use the site and ways that we can improve your experience. These cookies may track things such as how long you spend on the site and the pages that you visit so we can continue to produce engaging content. We also use third party analytics to track and measure usage of this site so that we can continue to produce engaging content. These cookies may track things such as how long you spend on the site or pages you visit which helps us to understand how we can improve the site for you.
As we publish content, it’s important for us to understand statistics about how many of the visitors to our site read a certain article or make a purchase through a certain link, and this is the kind of data that these cookies will track. This is important to you as it means that we can accurately make business predictions that allow us to create useful content in the future.
We also use social media buttons and plugins on this site that allow you to connect with your social network in various ways. For these to work the following social media sites including Facebook Instagram, and Twitter, will set cookies through our site which may be used to enhance your profile on their site or contribute to the data they hold for various purposes outlined in their respective privacy policies.
F. How Long Do We Keep Your Data?
We keep your personal data for different periods of time depending on the reason it was gathered in the first place.
Opt-in email newsletter subscription form: 36 months
If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.
If a legal claim arises involving your data, we will store and disclose that data until the matter has resolved.
Your Right To Ask For Corrections, Erasure, And Export Of Your Data
You have the right to control your personal data. Specifically, you have the following rights:
The right to be informed: We are informing you now with this policy.
The right of access: We’ll provide you with the data we have about you.
The right to rectification: Request we fix incorrect data about you.
The right to erasure: Request we erase certain data about you.
The right to restrict processing: Ask us to restrict certain type of processing of your personal information.
The right to data portability: Ask us to provide your personal data we have for export.
The right to object: Object to how we use your data.
Rights in relation to automated decision making and profiling: We don’t profile you, but keep in mind you have this right with other sites.
To exercise any of these rights, please contact me with your request at hello[at]exiancapitaladvisors[dot]com. John Tyler Williamson will be viewed as the controller and processor of data collected.
Security
We take cybersecurity very seriously.
Web traffic to this website is encrypted, data we collect is encrypted at rest, and data transfer is encrypted.
Your Right To Withdraw Consent
Although this is mentioned above, we want to emphasize that wherever we’ve asked for your consent to collect or process your personal data, you have the right to withdraw that consent. If you receive email messages from us, you can use the “unsubscribe” link in each message to withdraw consent and stop the mailings. Alternatively, you can contact me with your request at hello[at]exiancapitaladvisors[dot]com.
Do We Transfer Your Data To Third Countries?
No. We are located in the United States. Your data is collected and held here.
Privacy Concerns, Contacting Us, Complaints.
You can contact us at hello[at]exiancapitaladvisors[dot]com with any questions or requests you have about these policies or your personal data. If, after contacting us, you feel a privacy issue has not be resolved, you have the right to file a complaint with a Supervisory Authority such as the Data Protection Commissioner of Ireland.
II. For Our Friends Located In California
A. Do Not Track Signals.
Pursuant to the California Online Privacy Protection Act, we hereby disclose that we do not currently honor “do not track” signals issued by browsers or other third party sources.
B. California Eraser Law.
If you are an individual under 18 and have provided personal information or content to us in some manner, you have the right to request the deletion of that information pursuant to the “California Eraser Law.” Contact us to make such a request at hello[at]exiancapitaladvisors[dot]com.
III. For All Our Valued Friends Regardless of Location
A. Privacy Policy Modifications and Updates.
We may update and modify this Privacy Policy at any time. In doing so, we will post a notice on the site 30 days before the change goes into effect and forward an email message to you should we have an email address for you.
B. Legal Disclosures of Personal Information.
We may process, store, and disclose personal information if required to do so by law or in the good-faith belief that such action is necessary to (1) conform to the edicts of the law or comply with legal process served on us, (2) protect and defend our rights or property or (3) act under exigent circumstances to protect the safety of the public or users of the site.
C. DMCA Disclosures
We comply with the Digital Millennium Copyright Act of 1998. As part of the compliance process, we may be required to disclose whatever information we have for you to a copyright holder who has submitted a complaint to us.
D. Public Comments.
You may leave comments on forum posts. Please remember that any information you provide is not private. The information can be viewed by anyone online including family, friends, the media, investigators, and potential employers conducting background checks.
E. Third Party Websites.
We link to other sites, but please keep in mind that we do not control the privacy policies of those sites. Make sure to review the policies of any such sites before providing your personal information.
F. Sale of Business
Should we sell this site or our business, your personal information will be an asset transferred to the new owner.
Embedded content from other websites
Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.
These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.
If you have any questions about this Privacy Policy, please contact us at hello[at]exiancapitaladvisors[dot]com.
For Clients
As a client of Exian Capital Advisors LLC, we collect certain information from you, some through this website, and some by other means such as 3rd-party digital forms and email.
Exian Capital Advisors LLC will provide a copy of this privacy policy to clients annually.
What information do we collect?
We may collect the following types of “nonpublic personal information” about you:
Information from our initial consultation or subsequent meetings about your identity, such as your name, address, social security number, date of birth, and financial information.
Information that we generate to service your financial needs.
Information that we may receive from third parties with respect to your financial profile.
How do we use this information we collect?
We collect this information about you so that we can:
Design and implement the investment- and planning-related services we provide you, and
To comply with the federal and state laws and regulations that govern us.
Disclosure of Information
We are permitted by law to disclose certain nonpublic information about you to third parties in certain circumstances.
For example, in order for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers we use, such as our clearing firm or contractors we hire. If a Financial Planner/Financial Adviser leaves Exian Capital Advisors to join another firm, he or she may be permitted to retain copies of client information so that they can assist with the transfer of client accounts and continue to serve the client at their new firm.
Otherwise, Exian Capital Advisors will not disclose any personal information about you or your account(s) unless one of the following conditions is met:
We receive your prior written consent; or
We have documentation that the recipient is your authorized representative; or
We are required by law to disclose information to the recipient
Arrangements with companies or independent contractors not affiliated with Exian Capital Advisors will be subject to confidentiality agreements.
We protect your privacy.
Privacy has always been important to us. We restrict and limit access to client information only to those who need to carry out critical business functions. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.
Data we collect is encrypted at rest, and digital data transfer is encrypted.
However, the internet is not a fully secure environment, and we cannot ensure or warranty the security of any information transmitted to or generated by Exian Capital Advisors. There is no guarantee that information may not be accessed, disclosed, altered, or destroyed by breach of any of our administrative, technical, and physical, or other operational safeguards.
You play a critical role in protecting your information by maintaining up-to-date computer security protections. Steps you take to ensure the security of your computer, computer passwords, or other personal identifier authentication mechanisms are key components of the protection of your personal information.
If you have any questions about this Privacy Policy, please contact us at hello[at]exiancapitaladvisors[dot]com.