Privacy Notice

At KELCE Advisors, LLC dba Brown PCFO (referred to as Brown PCFO), protecting your privacy is important to us. This notice explains our privacy practices and how we handle the personal information we collect. It is provided to you as part of our commitment to maintaining the confidentiality and security of your personal and financial information.

Information We Collect

Brown PCFO collects and maintains personal information about you to provide the financial services you have requested. This information includes but is not limited to:

  • Personal identification details (e.g., name, address, social security number)

  • Financial information (e.g., account balances, transaction history, tax returns)

  • Employment details

  • Personal background

  • Investment objectives

How We Use Your Information

The information we collect is used to help manage your accounts, process transactions, and provide investment advisory services. We may also use your information to improve our services, communicate with you about your accounts, and provide information about new offerings.

Information Sharing Policy

We do not share your personal information with third parties for marketing purposes. We may share your information with non-affiliated third parties only under limited circumstances, such as:

  • To complete transactions you have authorized

  • To respond to court orders, legal investigations, or regulatory authorities

  • To client’s other professional advisors and/or certain service providers that may be recommended or engaged by Brown PCFO in furtherance of the client’s engagement of Brown PCFO (i.e., attorney, accountant, insurance agent, broker-dealer, investment adviser, account custodian, record keeper, etc.)

SMS Communication Compliance (10DLC)

In compliance with the 10DLC regulations regarding SMS communications, we ensure that:

  • No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

  • Text messaging originator opt-in data and consent are excluded from all other categories of shared information. This data will not be shared with any third parties under any circumstances.

We take your privacy seriously and ensure that your mobile communication information remains secure and private.

How We Protect Your Information

We implement security measures designed to protect your personal information from unauthorized access or disclosure. These measures include physical, electronic, and procedural safeguards in accordance with applicable regulations and industry standards.

Your Privacy Rights

You have the right to:

  • Review and request changes to your personal information in our records.

  • Limit the sharing of your personal information under certain circumstances.

  • Request a copy of our current privacy notice at any time.

Changes to Our Privacy Policy

We may update this privacy policy periodically. If we make material changes. You can always view the most up-to-date privacy policy on our website.

Contact Information

If you have any questions or concerns about this privacy policy or your personal information, please contact Chief Compliance Officer Kelly Brown at:

Brown PCFO
360-284-9442
kelly@brownpcfo.com