This Privacy Notice for Oakstone Advisory LLC (“Company,” “we,” “us,” or “our”) describes how and why we might access, collect, store, use, and/or share (“process”) your personal information when you use our services (“Services”), including when you:
Visit our website at oakstoneadvisory.net, or any website of ours that links to this Privacy Notice
Engage with us in other related ways, including business inquiries, consulting engagements, or events
Questions or concerns? Reading this Privacy Notice will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services. If you still have any questions or concerns, please contact us at oakstoneadvisory.net.
1. Summary of key points
What personal information do we process? When you visit, use, or navigate our Services, we process only the personal information you voluntarily submit to us (such as when completing our contact form) and essential technical data required to deliver the website securely.
Do we process any sensitive personal information? We do not process sensitive personal information (such as racial or ethnic origins, sexual orientation, or religious beliefs).
Do we collect any information from third parties? We do not collect any personal information from third parties or data brokers.
Do we use tracking cookies or targeted advertising? No. We do not use third-party advertising pixels, behavioral tracking cookies, or cross-site trackers, nor do we sell or share your personal information for targeted advertising.
How do we process your information? We process your information solely to respond to your inquiries, deliver our advisory services, maintain website security and performance, and comply with applicable laws.
How do you exercise your rights? You can contact us anytime via oakstoneadvisory.net to review, update, or request deletion of your personal information.
2. What information do we collect?
Personal information you disclose to us
In Short: We collect personal information that you voluntarily provide to us.
We collect personal information that you voluntarily provide when you submit an inquiry through our website contact form, request information about our advisory services, or otherwise communicate with us. Depending on the context of your interaction, this information may include:
Full name
Company or organization name
Email address
Phone number and job title (if provided)
Inquiry details and message content
Sensitive Information: We do not collect or process sensitive personal information.
Information automatically collected
In Short: Limited technical and security information—such as your IP address and browser characteristics—is processed automatically by our hosting infrastructure to deliver the website safely.
When you visit or navigate our Website, our hosting infrastructure (Framer) automatically processes basic technical data needed to maintain security, prevent malicious traffic, and ensure reliable page delivery:
Server Log & Security Data: Service-related diagnostic and security information such as IP address, browser type, operating system, referring URL, and timestamps of page requests.
Cookie-Free Aggregated Analytics: We may use Framer’s built-in privacy-friendly analytics to view aggregated, anonymized pageview and referral counts. This tool does not use cookies, store persistent identifiers, or track individual visitors across websites.
3. How do we process your information?
In Short: We process your information to respond to your inquiries, deliver advisory services, keep our Website secure, and comply with legal obligations.
We process your personal information for the following business purposes:
To respond to inquiries and evaluate potential engagements: When you reach out via our contact form, we use your details to respond to your message and discuss how we can support your organization.
To deliver and administer advisory services: To perform contractual obligations and manage client relationships.
To protect our Website and infrastructure: As part of our efforts to keep our Website safe, secure, and free from fraud or denial-of-service attacks.
To comply with legal and regulatory obligations: Where necessary to satisfy applicable laws, court orders, or regulatory requirements.
4. What legal bases do we rely on to process your information?
In Short: We only process your personal information when we have a valid legal reason to do so under applicable law.
If you are located in the European Economic Area (EEA), United Kingdom (UK), or Canada, we rely on the following legal bases under GDPR, UK GDPR, and applicable Canadian privacy laws:
Consent: When you voluntarily submit your contact details through our Website form or otherwise give us permission to communicate with you. You may withdraw your consent at any time.
Performance of a Contract: Where processing is necessary to take steps at your request prior to entering into an advisory agreement or to fulfill an existing contract.
Legitimate Interests: Where necessary for our legitimate business interests—such as responding to prospective client inquiries and maintaining the security and reliability of our Website—provided those interests do not override your fundamental rights and freedoms.
Legal Obligations: Where required to comply with applicable laws, regulatory requests, or legal proceedings.
5. When and with whom do we share your personal information?
In Short: We do not sell or rent your personal information. We only share data with trusted infrastructure providers needed to operate our Website and business, or when required by law.
We may share limited information with the following categories of third-party service providers who act on our behalf under contractual confidentiality and security obligations:
Website Hosting & Infrastructure Providers (e.g., Framer, to host the Website and route contact form submissions)
Business Communication & Productivity Tools (to receive and respond to client inquiries)
Professional, Accounting, or Legal Advisors (where necessary for business operations or compliance)
We may also disclose information in connection with a business transfer (such as a merger, reorganization, or sale of company assets) or where required by law, subpoena, or valid government request.
6. Do we use cookies and other tracking technologies?
In Short: We only use strictly necessary cookies required to operate and secure our Website. We do not use tracking, analytics, or advertising cookies.
Our Website relies exclusively on strictly necessary cookies provided by our hosting platform (Framer) to ensure secure page delivery, load balancing, and form functionality, alongside cookie-free aggregated analytics. For full details, please review our Cookie Policy.
7. Is your information transferred internationally?
In Short: Our operations and servers are located in the United States.
Oakstone Advisory LLC is based in the United States, and our Website is hosted on servers located in the United States. If you access our Website or submit an inquiry from outside the United States (including from the EEA, UK, or Canada), please be aware that your information will be transferred to, stored, and processed in the United States in accordance with this Privacy Notice and appropriate contractual safeguards.
8. How long do we keep your information?
In Short: We keep your information only for as long as necessary to fulfill the purposes outlined in this Privacy Notice unless otherwise required by law.
We retain contact form inquiries and business correspondence only for as long as needed to respond to your request, evaluate or manage an advisory engagement, or satisfy legal, tax, and accounting requirements. When we no longer have an ongoing legitimate business need to retain your personal information, we securely delete or anonymize it.
9. Do we collect information from minors?
In Short: We do not knowingly collect data from or market to individuals under 18 years of age.
Our Services are intended for business executives, owners, and institutional professionals. We do not knowingly solicit or collect personal information from minors under 18. If we learn that personal information from a minor has been collected, we will promptly delete it.
10. What are your privacy rights?
In Short: Depending on where you live, you may have rights to access, correct, or delete the personal information we hold about you.
Depending on your jurisdiction (such as the EEA, UK, Canada, or U.S. states with comprehensive consumer privacy laws), you may have the right to request access to, correction of, or deletion of your personal information, or to object to or restrict certain processing. To exercise any of these rights, please contact us via oakstoneadvisory.net.
11. Controls for do-not-track features
Most web browsers include a Do-Not-Track (“DNT”) feature or Global Privacy Control (“GPC”) setting. Because our Website does not track users across third-party websites or engage in behavioral advertising, your browsing activity is not tracked regardless of your browser’s DNT or GPC setting.
12. Do United States residents have specific privacy rights?
In Short: We do not sell personal information or share it for cross-context behavioral advertising.
If you are a resident of California, Virginia, Colorado, Connecticut, Texas, or another U.S. state with applicable privacy legislation, you may have the right to know what personal information we collect, request deletion or correction of your personal information, and opt out of the “sale” or “sharing” of personal information. Because Oakstone Advisory LLC does not sell personal information, use third-party advertising trackers, or profile visitors, no opt-out mechanism for data sales is required. You may submit any privacy access or deletion request through our contact page.
13. Do we make updates to this notice?
In Short: Yes, we will update this notice as necessary to stay compliant with relevant laws and reflect any changes to our website practices.
We may update this Privacy Notice from time to time. The updated version will be indicated by a revised “Last updated” date at the top of this page. We encourage you to review this Privacy Notice periodically to stay informed of how we protect your information.
14. How can you contact us about this notice?
If you have questions or comments about this Privacy Notice, or wish to review, update, or delete the personal information you have submitted to us, please reach out to:
Company: Oakstone Advisory LLC
Address:
5215 N. Sabino Canyon Rd
Tucson, AZ 85750
United States
Website contact form: oakstoneadvisory.net