Green Capital Private Wealth LLC

Privacy Policy

Effective Date: March 2026

Green Capital Private Wealth LLC (“GCPW,” “the Firm,” “we,” “our,” or “us”) respects the privacy of our clients, prospective clients, and website visitors. This Privacy Policy describes how we collect, use, and safeguard personal information obtained through our website and in the course of providing investment advisory services.

Information We Collect

In the course of providing advisory services or through interactions with our website, we may collect nonpublic personal information about clients and prospective clients, including but not limited to:

• Personal identifying information (such as name, address, email address, or telephone number)
• Financial information provided in connection with advisory services
• Information about investment objectives, risk tolerance, and financial circumstances
• Information obtained through account applications, onboarding documents, or communications with the Firm
• Information automatically collected through website usage, such as IP addresses or browser information

This information may be obtained directly from you, through forms submitted on our website, through account documentation, or through service providers such as custodians.

How We Use Information

Green Capital Private Wealth LLC uses personal information for legitimate business purposes, including:

• Providing investment advisory services
• Maintaining and servicing client accounts
• Communicating with clients and prospective clients
• Meeting regulatory and compliance obligations
• Improving our services and website functionality

We do not sell personal information to third parties.

Information Sharing

Green Capital Private Wealth LLC does not disclose nonpublic personal information about current or former clients to third parties except as permitted or required by law.

We may share information with:

• Custodians, broker-dealers, or other financial institutions in connection with client accounts
• Service providers that assist in operating our business (such as technology providers or compliance consultants)
• Regulatory authorities or government agencies when required by law or regulation
• Professional advisers such as attorneys, accountants, or auditors when necessary to provide services

All third-party service providers are expected to maintain the confidentiality and security of client information.

Information Security

We maintain physical, electronic, and procedural safeguards designed to protect personal information from unauthorized access, disclosure, or misuse. These safeguards include administrative controls, secure systems, and restricted access to sensitive information.

Only authorized personnel who require access to information in order to perform their responsibilities are permitted to access client data.

Website Data and Cookies

Our website may collect limited technical information through cookies or similar technologies in order to improve website functionality and user experience. This information does not typically identify individual users and is used primarily for website analytics and security purposes.

You may adjust your browser settings to refuse cookies; however, certain website features may not function properly if cookies are disabled.

Third-Party Links

Our website may contain links to external websites operated by third parties. Green Capital Private Wealth LLC is not responsible for the privacy practices or content of third-party websites.

Confidentiality of Former Clients

We maintain the same privacy protections for former clients as we do for current clients, consistent with applicable law and regulation.

Updates to This Policy

Green Capital Private Wealth LLC may update this Privacy Policy from time to time to reflect changes in regulatory requirements or business practices. Updates will be posted on this page with a revised effective date.

Contact Information

If you have any questions regarding this Privacy Policy or the Firm’s privacy practices, please contact:

info@gcprivatewealth.com

Green Capital Private Wealth LLC
1110 Brickell Avenue Suite 430 Miami, Florida 33131

Regulatory Notice

Green Capital Private Wealth LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.