Disclosures
Transparency, on the record
Full and honest disclosure is part of the fiduciary standard. The documents and statements below describe how Tutela Advisory Group is regulated, how it operates, and how to verify it independently.
Regulatory documents
Key disclosures
Form CRS (Client Relationship Summary)
A short summary of how Tutela works with retail investors, what we provide, our fees, and the conflicts we must disclose.
[PDF TO BE UPLOADED]
You can also find Form CRS resources for investors at Investor.gov/CRS.
Form ADV Part 2A (Brochure)
Our firm brochure, describing the advisory business, fees, conflicts of interest, and the way we manage client relationships.
[PDF TO BE UPLOADED]
Privacy Policy
How Tutela collects, uses, and protects the personal information of the clients and prospective clients we serve.
Available online
Read the full Privacy Policy and our Terms & Conditions.
Standing statements
Important statements
SEC registration
Tutela Advisory Group LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Past performance is no guarantee of future results.
State registration
Tutela Advisory Group LLC transacts business only in states where it is properly registered or notice-filed, or qualifies for an applicable exemption.
No offer or guarantee
Nothing on this website is an offer or solicitation to buy or sell any security, or a guarantee of any result. Investing involves risk, including possible loss of principal.
Custody
Client assets are held by an independent qualified custodian. Tutela Advisory Group does not take custody of client funds or securities.
Educational content
Information provided is for educational purposes only and does not constitute a solicitation or individual investment, legal, or tax advice.
Use of imagery
Images of persons are illustrative and may be stock photography. No compensation was provided and no testimonial or endorsement is implied.
Verify us independently
You can review Tutela Advisory Group on the SEC’s Investment Adviser Public Disclosure website. The firm’s CRD number is 342176.
Find out if we’re the right fit
A brief, confidential conversation tells us both whether Tutela is the right guardian for what you are building. There is no obligation.
