Privacy Policy

SOS Firms Operations (doing business as "SOS Firms," "we," "us," or "our") explains in this Privacy Policy how we collect, store, use, and share personal information when you access our website at sosfirms.com or use our services. We provide fractional COO services and operations consulting exclusively for registered investment advisors and financial advisory firms. By using our Services, you agree to the collection, use, and disclosure of your information as described in this policy.

This summary provides key points from our Privacy Policy, but you can find more details about any of these topics by reading the sections below. We address what personal data we collect, whether we process sensitive information (we do not), whether we collect information from third parties (we do not), how we process your information, when and with whom we share your information, how we keep your information safe, and what rights you have regarding your privacy.

Voluntarily provided information. You may share your name, email address, phone number, job title, and contact preferences with us through forms and direct communication.

Automatically collected information. We gather IP addresses, browser characteristics, device information, operating system details, language preferences, referring URLs, and usage data. Log and usage data is service-related, diagnostic, usage, and performance information our servers automatically collect when you access or use our Services.

Location data. Location data collection depends on your device settings and may be imprecise or precise, based on GPS and IP address information.

We process your information to deliver our services, respond to inquiries, send administrative information, request feedback, provide marketing communications, improve our services, identify usage trends, and comply with legal obligations.

We may share information with vendors, service providers, and consultants who perform work on our behalf, under contracts that require them to protect your data. These categories include:

• Sales & marketing tools
• Payment processors
• Data analytics services
• Cloud computing services
• Communication & collaboration tools
• Website hosting service providers
• Government entities
• Retargeting platforms

We may also share information during business transfers, and we use Google Maps Platform APIs.

We may use cookies and similar tracking technologies (like web beacons and pixels) to gather information when you interact with our Services. Third parties may use these technologies for analytics and targeted advertising. You can opt out through your browser settings or by submitting a request under applicable state privacy laws.

We keep your information for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required by law. When we have no ongoing legitimate business need to process your information, we will either delete or anonymize it.

We have implemented appropriate and reasonable technical and organizational security measures designed to protect the security of any personal information we process. However, despite our safeguards, no electronic transmission over the Internet or information storage technology can be guaranteed to be 100% secure.

We do not knowingly collect data from or market to children under 18 years of age.

Depending on your location, you may withdraw consent, unsubscribe from marketing communications, manage cookies, and exercise other applicable privacy rights. We provide an opt-out mechanism for targeted advertising and honor Global Privacy Control signals.

Residents of certain US states — including California, Colorado, and Connecticut, among others — have rights to access, correct, delete, and obtain copies of their personal information. They may also opt out of the sale of personal information and out of targeted advertising and profiling.

To exercise these rights, contact us at contact@sosfirms.com to request access, correction, or deletion of your data.

We do not currently respond to Do-Not-Track (DNT) browser signals, as no uniform standard exists for how they should be interpreted. However, we do recognize Global Privacy Control signals automatically.

We may update this Privacy Policy from time to time. Any changes will be reflected by the revised "Last updated" date at the top of this policy.

SOS Firms Operations
7901 4th St N, Suite 300
St. Petersburg, FL 33702
United States
contact@sosfirms.com