PRIVACY POLICY

Updated:
January 19, 2026

Masterpiece Capital, LLC (“Masterpiece,” “we,” “us,” or “our”) is committed to maintaining the confidentiality, integrity, and security of the personal information entrusted to us by our clients and website visitors. This Privacy Policy explains how we collect, use, and protect your information in accordance with the Gramm-Leach-Bliley Act (GLBA) and the Texas Data Privacy and Security Act (TDPSA).

1. Information We Collect

In the course of providing high-level wealth advisory services, we may collect “Nonpublic Personal Information” (NPI) about you, which may include:

  • Identity Information: Name, address, Social Security Number, and date of birth.

  • Financial Information: Net worth, income, investment experience, account balances, and transaction history.

  • Technical Data: IP address, browser type, and usage patterns when you visit our Site.

2. How We Use Your Information

We use your information exclusively to:

  • Provide and manage your advisory accounts and requested services.

  • Verify your identity to prevent money laundering and fraud (in compliance with the USA PATRIOT Act).

  • Communicate with you regarding your portfolio or the Masterpiece Capital platform.

  • Comply with legal and regulatory requirements from the SEC or Texas State Securities Board.

3. Disclosure of Information

Masterpiece Capital does not sell your personal information to third parties. We do not disclose your NPI to anyone, except in the following limited circumstances:

  • Service Providers: To custodians (like Schwab, Fidelity, or Pershing) and software providers necessary to manage your accounts.

  • Legal Requirements: To respond to court orders, legal investigations, or regulatory inquiries.

  • Your Consent: At your specific direction (e.g., to your CPA or attorney).

4. Texas Data Privacy Rights (TDPSA)

As a Texas-based firm, we grant you the following rights regarding your data:

  • Right to Access: You may request to confirm if we are processing your personal data.

  • Right to Correct: You may request that we correct inaccuracies in your personal data.

  • Right to Delete: You may request the deletion of personal data provided by or obtained about you.

  • Right to Opt-Out: You have the right to opt-out of the processing of your data for targeted advertising or the sale of personal data (Note: Masterpiece Capital does not sell data).

5. Cybersecurity and Protection

We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your NPI. We restrict access to personal information to those employees and service providers who "need to know" that information to provide services to you.

6. Use of Cookies

Our Site may use "cookies" to enhance your experience. You can choose to set your web browser to refuse cookies, but some parts of the Site may not function properly as a result.

7. Contact Us

To exercise your privacy rights or to "Opt-Out" of certain data sharing as permitted by law, please contact us at our Austin, Texas office or via the contact form on this Site or via: info@masterpiececap.com