Last updated: August 18, 2026
This Privacy Policy explains how Anchorstone Capital LLC ("Anchorstone Capital," "we," "us," or "our") collects, uses, discloses, and protects information about you when you visit our website, contact our office, or communicate with us by phone, email, or SMS text message. It also describes your choices regarding that information.
This policy does not replace, and should not be read as, the privacy notice we provide to advisory clients regarding their nonpublic personal information under applicable financial privacy laws (for example, Regulation S-P and the Gramm-Leach-Bliley Act). Clients receive that notice separately.
1. Information We Collect
We collect information you provide directly to us, such as when you fill out a contact or opt-in form, schedule a meeting, or communicate with our team. This may include:
- Name, email address, mailing address, and phone number
- Information you submit through contact, scheduling, or SMS opt-in forms
- Content of your communications with us, including texts, calls, and emails
We may also automatically collect limited technical information when you visit our website, such as browser type, device information, and pages visited, through standard web logs and analytics tools.
2. SMS / Text Messaging Program
If you opt in to receive text messages from Anchorstone Capital LLC, we collect your mobile phone number and any information you provide as part of that opt-in, along with a record of your consent.
- No mobile opt-in data or phone numbers will be shared with third parties or affiliates for marketing or promotional purposes. Sharing of this information also includes sharing with any affiliate entities for their own purposes.
- Message and data rates may apply, as determined by your mobile carrier.
- Message frequency will vary depending on account activity, scheduling, and firm updates.
- You may opt out at any time by replying STOP to any message. You will receive a one-time confirmation that you have been unsubscribed, and no further messages will be sent unless you opt in again.
- Reply HELP to any message for assistance, or contact us using the details in Section 8.
- Carriers are not liable for delayed or undelivered messages.
3. How We Use Information
- To schedule and confirm meetings and respond to inquiries
- To send account, service, or appointment-related communications
- To send firm updates or planning insights you have opted in to receive
- To operate, maintain, and improve our website and communications
- To comply with legal, regulatory, and recordkeeping obligations applicable to registered investment advisers
4. How We Share Information
We do not sell your personal information. We may share information with service providers who help us operate our business (such as scheduling, texting, and customer relationship platforms), and who are contractually obligated to protect it. We may also disclose information if required by law, regulation, or legal process, or to protect the rights, property, or safety of Anchorstone Capital LLC, our clients, or others.
As stated above, mobile opt-in information and phone numbers collected through our SMS program are not shared with third parties or affiliates for marketing purposes.
5. Data Retention and Security
We retain information for as long as reasonably necessary to fulfill the purposes described in this policy, or as required by applicable recordkeeping regulations for investment advisers. We use reasonable administrative, technical, and physical safeguards designed to protect information in our care; however, no method of transmission or storage is completely secure.
6. Your Choices
- You may opt out of SMS messages at any time by replying STOP.
- You may request access to, correction of, or deletion of your personal information, subject to our recordkeeping obligations, by contacting us using the details below.
- You may unsubscribe from marketing email using the link in those emails.
7. Children's Privacy
Our services are directed to adults and are not intended for individuals under 18. We do not knowingly collect personal information from children.
8. Contact Us
Anchorstone Capital LLC
12801 N Central Expy, Suite 200
Dallas, TX 75243
Phone: (509) 351-4632
Website: anchorstoneusa.com
9. Changes to This Policy
We may update this Privacy Policy from time to time. The "Last updated" date above reflects the most recent revision. Material changes will be reflected on this page.