Privacy Policy | Freedom Capital Advisors

Last Updated: April 07, 2025

Freedom Capital Advisors, Inc. (“Freedom Capital Advisors,” “we,” “our,” or “us”) provides this Privacy Policy to describe how we collect, use, and share the information of individuals who visit our website at freedomcapitaladvisors.com(the “Website”), as well as any related services or communications offered by us (collectively, the “Services”). We understand that your personal information is important to you, and at Freedom Capital Advisors, we are committed to ensuring it is kept secure and used responsibly. Below, you will find a summary of how and why we collect and use your data, who we share it with, and the measures we take to keep your data safe and secure. This Privacy Policy also outlines your privacy rights.

Freedom Capital Advisors is a Registered Investment Advisor based in Clermont, Florida, owned and operated by Ron McCoy, CEO and Chief Investment Officer. For more information about us, please visit .

If we update this Privacy Policy, we will notify you of changes here. Please review this page periodically to stay informed.

What Does Freedom Capital Advisors Do?

Freedom Capital Advisors provides personalized investment management and financial planning services to affluent individuals, corporations, trusts, and small business owners across the United States. As a fiduciary, we prioritize your interests, offering transparent, fee-based portfolio management with no hidden fees. Our services are supported by Interactive Brokers LLC, a top-ranked custodian, ensuring low-cost, secure, and efficient management of your assets.

What Information Do We Collect and How Is It Collected?

We collect personal information to provide our Services, communicate with you, and improve your experience. The types of information we may collect include:

  • Identity and Contact Data: Name, email address, phone number, mailing address (e.g., 12033 Garnet Dr, Clermont, FL, 34711-8551, United States), and other details you provide when contacting us via phone at (407) 614-2006, email at ron@freedomcapitaladvisors.com, or our Website’s contact form.
  • Financial Data: Information about your accounts, investment preferences, and financial goals, provided when you engage our services or during portfolio reviews.
  • Usage Data: Details about how you interact with our Website, such as pages visited, time spent, and links clicked, collected via cookies and analytics tools.
  • Marketing Preferences: Your choices regarding receiving communications from us, such as opting into our blog updates or financial education content.
  • Technical Data: IP address, browser type, device information, and operating system, collected automatically when you visit our Website.

How We Collect It:

  • Directly from you via forms, emails, phone calls, or virtual meetings.
  • Automatically through cookies and similar technologies on our Website.
  • From our custodian, Interactive Brokers LLC, regarding your account activity.

We use and share your personal information for the following purposes:

  • Service Delivery: To manage your investment accounts, provide personalized financial advice, and communicate directly with you (no call centers).
  • Marketing and Education: To send you updates, blog posts (e.g., about dividends or covered call writing), and promotional materials, if you’ve opted in.
  • Analytics: To improve our Website and Services by analyzing usage trends.
  • Legal Compliance: To meet regulatory requirements as a Registered Investment Advisor in Florida and other registered states (CA, LA, NV, NC, TX, VA, WA).

Recipients of Your Information:

  • Interactive Brokers LLC: Our custodian processes account-related data to execute trades and manage assets securely.
  • Service Providers: Reputable third parties assist with website hosting, analytics, and payment processing, bound by confidentiality agreements.
  • Regulatory Authorities: As required by law or to cooperate with inquiries.
  • Group Companies: If applicable, for internal data processing (currently none).

We do not sell your personal information. Any sharing is limited to what’s necessary for the purposes described here, and third parties are prohibited from using it beyond those purposes.

Your Rights Regarding Personal Information

Depending on your location (e.g., under U.S. state laws like the California Consumer Privacy Act), you may have rights such as:

  • Access: Request copies of your personal information.
  • Correction: Ask us to fix inaccurate or incomplete data.
  • Deletion: Request removal of your data, subject to legal retention requirements.
  • Opt-Out: Unsubscribe from marketing communications at any time.

To exercise these rights, contact us at ron@freedomcapitaladvisors.com or (407) 614-2006 with sufficient details to identify you.

How We Protect Your Information

We use industry-standard security measures, including:

  • Encryption (Secure Sockets Layer) for data transmission.
  • Firewalls to protect our databases from external access.
  • Secure partnerships with Interactive Brokers LLC, known for robust security protocols.

Your data may be processed in the United States, where laws may differ from your jurisdiction. We ensure safeguards are in place to maintain its protection.

Third-Party Links and Tools

Our Website may include links to external sites (e.g., interactivebrokers.com, oxfordclub.com) and social media plug-ins. This Privacy Policy applies only to our Website and Services. We are not responsible for third-party privacy practices—please review their policies separately.

Marketing Communications

We may send you emails about our Services or educational content (e.g., blog posts on investment strategies). You can opt out anytime by clicking “unsubscribe” in our emails or contacting us directly. We prohibit unsolicited promotional emails and will investigate any complaints about such messages.

Children’s Privacy

We do not knowingly collect personal information from individuals under 13. If this changes, we will update this policy and comply with applicable laws, such as the Children’s Online Privacy Protection Act.

How to Contact Us

For questions, complaints, or to exercise your rights:

We’ll respond promptly, typically within 24-48 hours, during business hours (Monday-Friday, 9 a.m.–5 p.m. ET).

State-Specific Notices

Freedom Capital Advisors operates in Florida and is registered in CA, LA, NV, NC, TX, VA, and WA. Responses to inquiries may be delayed if you reside outside these jurisdictions, as we can only conduct business where properly registered. Contact us for availability details.

Records of Consent

When you fill out a contact form, schedule a consultation, or interact with certain features on our website, we may collect and log your consent to process your information.

We maintain records of these interactions, including the time, source, and purpose of data collection, to comply with applicable data privacy laws and demonstrate consent if required.

Global Privacy Control (GPC)

We recognize and honor Global Privacy Control (GPC) signals sent by supported browsers. If your browser sends a GPC signal, we will interpret this as a request to opt out of data sharing or the sale of your personal information, in accordance with applicable privacy laws.

Data Requests

Your Data Rights:

Depending on your location and applicable data protection laws (such as the CCPA or GDPR), you may have the right to:

  • Request a copy of the personal information we have collected about you
  • Request that we correct or update inaccurate information
  • Request that we delete your personal data
  • Opt out of the sale or sharing of your information (if applicable)

To submit a data request, please use the form below, or contact us at privacy@freedomcapitaladvisors.com. We will verify your request and respond within the time frame required by applicable law.

Submit Record Request

Data Request Form

Disclaimers / Disclosures

Freedom Capital Advisors Inc financial may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Freedom Capital Advisors Inc is domiciled and registered in the state of Florida in addition to the following states: CA, LA, NV, NC, TX, VA, WA. Copyright 2025. Links are being provided for information purposes only. Freedom Capital Advisors is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Freedom Capital Advisors Inc. is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.