Privacy Policy – V3 Advisory

LAST UPDATED: January 1, 2026

V3 Advisory, LLC (“we” or “our”) values your privacy, and we are committed to protecting it. Please review this Privacy Notice (this “Notice”) to understand our privacy practices as they relate to what information we might collect from you and how we may use it. Your use of this Website indicates your acceptance of this Notice. Any use of this Website is subject to the Terms of Use posted on this site.

This Notice is subject to change from time to time. We will notify you of material changes to this Notice by posting such changes on this page of this Website. The effective date of each version of the Notice will be included in this Notice. We encourage you to review this Notice for any updates.

Collection of Information

Information You Provide to Us

We may collect information you provide directly to us. For example, we may collect information when you interact with us through this website. The types of information we may collect include your name, address, email address, phone number, business name and contact information, payment information (such as credit card or debit card information) and any other information you choose to provide.

Information About Your Use of the Services

When you access or use this Website, we may automatically collect certain information about you, including:

Log Information: We may collect log information about your use of this Website, including your browser type and language, app version, access time, pages viewed, Internet Protocol (“IP”) address, approximate geographic location, and the web page or online service you visited before navigating to this Website.

Device Information: We may collect information about the mobile device you use to access our mobile applications, including the hardware model, operating system and version, unique device identifiers and mobile network information.

Information Collected by Cookies and Other Tracking Technologies: We and our service providers may use various technologies to collect information, including cookies and web beacons (or pixel tags). Cookies are small data files stored on your hard drive or in device memory that help us to, among other things, improve the Services and your experience, see which areas and features of the Services are popular and count visits. Web beacons are clear, electronic images that may be used on the website or in our emails and help deliver cookies, count visits, understand usage and campaign effectiveness and determine if an email has been opened and acted upon.

We may use both session and persistent cookies to better understand how you interact with this website and to monitor aggregate usage and web traffic routing to this website. Most web browsers are set to accept cookies by default. Generally, a user can set their browser to remove or reject cookies or prompt you before accepting such a cookie.

Information We Collect from Third Party Sources

We may also obtain information from other sources and combine that with information we collect through the Services. For example, we may use information from LinkedIn to update information about you in our contact database.

USE OF INFORMATION

We use information about you for a variety of purposes, including to:

Provide, operate and maintain this Website;
Respond to your questions, comments and requests;
Process payment transactions and send you related information, including confirmations and invoices;
Communicate with you about and promote our services;
Monitor and analyze usage, trends and activities related to this website and for general marketing and advertising services; and
Notify you about any changes to this website or for other purposes about which we notify you.

We may process and store information about you in the United States and other countries, which may have less protective data protection laws than the region in which you are situated.

Who We Share Your Personal Information With

We will not share personal data about you with any third party except as described in this Notice:

Service Providers – We may share your personal data with vendors, consultants, and other service providers who are working on our behalf and need access to your information to carry out their work for us. This includes payment processors who securely handle your payment information. We only allow our service providers to handle your personal information if we are satisfied they take appropriate measures to protect your personal information.

Business Transfers – We may disclose your personal information to a third party In connection with, or during negotiations of, any merger or sale of all or a portion of our business to another company. We will typically anonymize information, but this may not always be possible. The recipient of the information will be bound by confidentiality obligations.

Compliance with Laws – We may disclose your personal information if we believe disclosure is in accordance with, or required by, any applicable law, regulation, legal process or governmental request.

Breach / Protect Third Party Rights – If we believe your actions are inconsistent with our user agreements or policies, or to protect the rights, property and safety of us or any third party; and

Your Consent – With your consent or at your direction, including if we notify you that the information you provide will be shared in a particular manner and you provide such information.

We may also share aggregated or de-identified information, which cannot reasonably be used to identify you.

Personal Information We Sold or Disclosed for a Business Purpose

We have not sold or disclosed to a third party any personal information that identifies, relates to, describes, is capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer or household.

Where Your Personal Information is Held

Information may be held at our offices and those of our third-party agencies, service providers, representatives and agents as described above (see above: “WHO WE SHARE YOUR PERSONAL INFORMATION WITH” above).

Links to Other Websites and Third-Party Content

We may provide links to third-party websites, services, and applications that are not operated or controlled by V3 Advisory, LLC We cannot take responsibility for the content, privacy policies, or practices of third-party services. We encourage you to review the privacy policies of any third-party service before providing any information to or through them.

Data Retention

We will keep your personal information while you have an account with us or while we are providing services to you. Thereafter, we will keep your personal information for as long as is necessary:

To respond to any questions, complaints or claims made by you or on your behalf;
To show that we treated you fairly;
To keep records required by law, including records reasonably necessary to comply with our obligations under the Ohio Rules of Professional Conduct as set forth by the Supreme Court of Ohio; or
To further legitimate business interests.

We will not retain your personal information for longer than necessary for the purposes set out in this Notice. Different retention periods apply for different types of personal information.

When it is no longer necessary to retain your personal information, we will delete or anonymize it.

Keeping Your Personal Information Secure

We have appropriate security measures in place to prevent personal information from being accidentally lost or used or accessed in an unauthorized way. We limit access to your personal information to those who have a genuine business need to access it. Those processing your information will do so only in an authorized manner and are subject to a duty of confidentiality. We also have procedures in place to deal with any suspected data security breach. We will notify you and any applicable regulator of a suspected data security breach where we are legally required to do so.

Promotional Communications

You may opt out of receiving marketing or promotional emails from us by following the instructions in those emails. Please note that if you opt out of receiving promotional emails, we may still send you non-promotional communications, such as those about your account or our ongoing business relationship.

Your Choices

Correct or Remove Information

If you have submitted personal information through this website and would like that information deleted from our records or would like to update or correct that information, please use our Contact Us page.

Contact Us

If you have any questions or complaints regarding this Privacy Notice, please send an email to info@v3advisoryllc.com.

Do you Need Extra Assistance

If you would like this Notice in another format (for example: audio, large print, braille) please contact us (see “CONTACT US” above).