Privacy Policy

Last updated: July 2026

CRUX Advisory LLC ("CRUX," "we," "us," or "our") respects your privacy. This policy explains what information we collect through this website, how we use it, and the choices you have. By using this website or submitting information through it, you agree to this policy.

Information we collect

We only collect information you choose to give us. That includes:

• Contact and inquiry details you enter in our forms, such as your name, business name, email, phone number, and the details of your message or request.
• Onboarding information you provide in the Partner Portal, such as business, ownership, systems, and operational details.
• Documents you upload through our secure upload pages, such as financial statements, tax returns, and other business records you choose to share.
• Basic technical data that is standard for any website, such as your IP address and browser information, which our hosting and font providers may log to deliver the site.

We do not knowingly collect information from children, and this website is intended for business use.

How we use your information

• To respond to your inquiries and communicate with you.
• To provide the accounting, advisory, and financial services you engage us for.
• To onboard you as a partner and understand your business.
• To operate, maintain, and improve this website.

We do not sell, rent, or trade your personal information, and we do not use it for third-party advertising.

How your information is handled and stored

Form submissions and uploaded documents are transmitted over an encrypted (HTTPS) connection and delivered to our form and hosting provider's dashboard, which is access-controlled to our account. We access this information to serve you. No method of transmission or storage is completely secure, so while we take reasonable steps to protect your information, we cannot guarantee absolute security. Please do not submit highly sensitive identifiers (such as Social Security numbers, full bank account or routing numbers, or passwords) through general website forms.

Service providers

We rely on trusted third parties to run this website and our business, and your information may be processed by them for those purposes. These currently include our website host and form processor, our email provider, and our web-font provider. Each maintains its own privacy and security practices.

Cookies and analytics

This website does not use third-party advertising or tracking cookies. Our hosting and font providers may use limited technical requests necessary to deliver the site. If we add website analytics in the future, we will update this policy.

Data retention

We keep the information you provide for as long as needed to respond to you, provide our services, and meet legal, tax, and recordkeeping obligations. You may ask us to delete information we hold about you, subject to those obligations.

Your choices and rights

You may request access to, correction of, or deletion of the personal information we hold about you by contacting us at the number below. Depending on where you live, you may have additional rights under applicable privacy laws.

Changes to this policy

We may update this policy from time to time. When we do, we will revise the "last updated" date above.

Contact us

Questions about this policy or your information? Call CRUX Advisory at 801-310-4837 or reach out through our contact page.