Protecting the privacy and security of your personal information is a top priority at Bayworth Capital. To provide you with accurate and efficient service, we collect and maintain certain nonpublic personal information about you (“Customer Information”). This notice explains what we collect, how we use it, and how we protect it.

Information We Collect
We collect Customer Information to provide advisory services, which may include:

• Information you provide on applications or other forms, such as income, spending habits, investment objectives, financial goals, account statements, and other records regarding your financial condition and assets. This may also include information on employee benefits, retirement plans, wills, trusts, mortgages, and tax returns.
• Identifying details such as your name, address, date of birth, and Social Security number.
• Information about your transactions with us or others (e.g., broker-dealers, custodians, investment sponsors).
• Information from consumer reporting agencies (e.g., credit bureaus) or other sources used to fulfill service requests or provide recommendations.

How We Protect Your Information
We restrict access to your nonpublic personal information to employees who need it to serve you. We maintain physical, electronic, and procedural safeguards that comply with applicable federal and state standards.

Information We Disclose
We do not disclose nonpublic personal information about you to anyone except as permitted by law, including:

1. To service providers necessary to carry out transactions or provide authorized services (e.g., broker-dealers, custodians, independent managers).
2. To persons assessing our compliance with industry standards (e.g., licensing authorities, consultants).
3. To our attorneys, accountants, and auditors.
4. As otherwise required or permitted by law (including regulatory authorities or service providers performing administrative or marketing services on our behalf).

These third parties are prohibited from using or sharing your information for any other purpose.

Former Clients
If you close your account or become an inactive client, we will continue to adhere to this Privacy Policy.

Changes to This Policy
If we make a material change to our Privacy Policy, we will notify you in writing and, where applicable, provide an opportunity to limit or opt out of certain disclosures.

Questions
If you have questions about this notice or your personal information, please contact our Chief Compliance Officer at (312) 788-7425.