Privacy Policy

Davidson Value Advisors LLC (“we,” “us,” or “our”) values your privacy and is committed to protecting the personal information you share with us. This Privacy Policy outlines the types of information we collect through our website and services, how we use and protect that information, and the limited circumstances under which we may share it. By accessing our website or using our services, you agree to the terms of this Privacy Policy.

We collect personal information that you voluntarily provide, such as your name, email address, phone number, business name, and any additional details shared when you fill out contact forms, request services, or communicate with us. We may also collect information about your business for advisory purposes. Additionally, we automatically collect certain data related to your use of our website, such as your IP address, browser type, device information, and pages visited, using cookies and other tracking technologies. If you make a payment, your billing information may be processed securely through third-party services.

The information we collect is used to provide and improve our advisory services, respond to inquiries, communicate with clients, schedule appointments, and process payments. We also use the information to analyze website usage and improve the functionality and content of our site. Your information may be used to send occasional service updates or marketing emails, which you can opt out of at any time.

We do not sell or rent your personal information. We only share your information with trusted service providers who assist us in delivering our services—such as payment processors (like Stripe), email providers, and website analytics tools—and only to the extent necessary. These partners are required to handle your data in compliance with privacy and security standards. We may also disclose your information if required to do so by law, legal process, or to protect our legal rights.

We implement reasonable security measures to protect the confidentiality and integrity of your personal data. This includes secure HTTPS encryption, access controls, and reliance on third-party tools with robust privacy protections. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

You have the right to request access to, correction of, or deletion of your personal information. If you wish to make such a request or have questions about how we use your data, you may contact us at jeff@dvadvisor.com. We will respond promptly and comply with applicable data protection laws.

Our website may use cookies and third-party analytics services to understand user behavior and improve the experience. You can control or disable cookies through your browser settings. Additionally, our site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.

If you have any questions about this Privacy Policy or how we handle your personal data, please contact us at jeff@dvadvisor.com, Davidson Value Advisors LLC is based in Huntersville, North Carolina and serves clients nationwide.