Regulatory Disclosures
As a registered investment adviser, Eagle Guardian Advisors LLC is committed to full transparency and regulatory compliance. Review our comprehensive disclosure documents below to understand our services, fees, policies, and business practices.
Required Regulatory Documents
All documents are available for download. These materials are updated regularly to ensure accuracy and compliance with current regulations.
Updated: March 2025
Form ADV Part 2A - Firm Brochure
Our Form ADV Part 2A provides detailed information about Eagle Guardian Advisors LLC, including our advisory services, fee schedules, investment strategies, potential conflicts of interest, and the background of our key personnel. This document is the primary disclosure document that all advisory firms are required to provide to clients and prospective clients.
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Updated: October 2025
Form ADV Part 2B - Brochure Supplement
Form ADV Part 2B provides specific information about the educational background, business experience, and disciplinary history of each individual who provides investment advice to clients. This supplement ensures clients understand who is managing their investments and their qualifications.
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Updated: January 2025
Privacy Policy
Our Privacy Policy explains how we collect, use, share, and protect your personal information in compliance with Regulation S-P and state privacy laws. We are committed to maintaining the confidentiality and security of your personal financial information and only share information as permitted or required by law.
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Updated: November 2025
Cybersecurity Policy
Our Cybersecurity Policy outlines the technical, physical, and administrative safeguards we have implemented to protect client data from unauthorized access, use, or disclosure. We maintain robust cybersecurity protocols in accordance with SEC and state regulations to protect against data breaches and cyber threats.
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Updated: March 2025
Cryptocurrency & Digital Assets Policy
Our Cryptocurrency Policy provides detailed disclosure regarding the unique risks associated with digital asset investments, including extreme price volatility, regulatory uncertainty, custody and security concerns, and limited investor protections. This policy ensures clients fully understand the speculative nature of cryptocurrency investments before proceeding.
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Updated: January 2025
Terms and Conditions
Our Terms and Conditions govern the use of our website, services, and the advisory relationship between Eagle Guardian Advisors and our clients. This document outlines the legal rights, responsibilities, and obligations of both parties, including service agreements, termination provisions, liability limitations, and dispute resolution procedures.