Disclosure Documents

Please use the hyperlinks below to access current copies of our firm’s required disclosure documents.

Firmwide Documents

Form CRS (ADV Part 3) (updated June 3, 2020)

Disclosure Brochure (ADV Part 2a) (updated February 17, 2023)

Privacy Policy

ADV Part 2b (Advisor Brochure Supplements

Brochure Supplement – Andrew Barfoot

Brochure Supplement – Chris Featherstone

Brochure Supplement – Jeff Mullen

Brochure Supplement – Dan Phillips

Brochure Supplement – Bill Reece

For additional information, you can also access the SEC’s Investment Advisor Public Disclosure website (Visit now) or contact our Chief Compliance Officer (Chris Featherstone).