Last Updated: May 2026
Matt25 Capital, affiliated with Commonwealth Financial Network® (Member FINRA/SIPC), is committed to protecting your privacy and ensuring you understand our data practices.
Directly: Contact information, financial data, personal information you provide.
Automatically: IP address, browser type, pages visited, time on site.
From third parties: Financial institutions, custodians, service providers.
We use information to: provide advisory services, manage accounts, communicate with you, comply with regulations, prevent fraud, and improve our services.
We do NOT sell your information. We share with Commonwealth Financial Network, custodians, financial institutions, regulatory bodies (FINRA, SEC, IRS), and professional service providers as needed to deliver services.
We implement encryption, secure passwords, multi-factor authentication, limited access, and regular security audits to protect your information.
Client records are maintained for 6 years after relationship ends per FINRA Rule 4511. Communications retained per FINRA requirements.
You have the right to access, correct, and request deletion of your personal information. You may opt out of marketing communications.
Our practices comply with FINRA Rules 2210, 2211, 4512, 4513 and SEC Regulation S-P.
Matt25 Capital
9595 Six Pines Dr, Level 2, Suite 8210
The Woodlands, TX 77380
Phone: (832) 743-6429
Email: Will@matt25capital.com
This Privacy Policy is provided for informational purposes and complies with FINRA, SEC, and Commonwealth Financial Network® requirements.